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Comfort Systems
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Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
1026
Great Valley Advisor Group
Delaware
$335K +$307K +169 New
CA
1027
Claro Advisors
Massachusetts
$335K -$29K -16 -9%
OFW
1028
Omnia Family Wealth
Florida
$335K +$3.63K +2 +1%
PFBT
1029
Parkside Financial Bank & Trust
Missouri
$333K -$50.8K -28 -14%
BWA
1030
Basecamp Wealth Advisors
Washington
$333K +$1.81K +1 +0.6%
MVF
1031
Markin Volterra Fund
New York
$331K -$9.07K -5 -3%
VP
1032
Verum Partners
North Carolina
$331K +$3.63K +2 +1%
MG
1033
Mather Group
Illinois
$331K +$20K +11 +7%
PFA
1034
Pure Financial Advisors
California
$331K +$303K +167 New
SLG
1035
Stanley-Laman Group
Pennsylvania
$331K +$303K +167 New
TVPW
1036
Third View Private Wealth
Connecticut
$331K +$303K +167 New
CPWM
1037
Cypress Point Wealth Management
Texas
$327K +$299K +165 New
LOAMU
1038
Lombard Odier Asset Management (USA)
New York
$327K +$299K +165 New
IAIM
1039
International Assets Investment Management
Florida
$326K -$9.07K -5 -3%
VFA
1040
Values First Advisors
Tennessee
$321K +$294K +162 New
SP
1041
Stonebrook Private
Michigan
$321K +$294K +162 New
CCM
1042
Causeway Capital Management
California
$321K -$39.9K -22 -12%
MW
1043
Maia Wealth
Colorado
$319K -$21.8K -12 -7%
PWM
1044
Power Wealth Management
Georgia
$319K -$3.63K -2 -1%
FHA
1045
Flagship Harbor Advisors
Massachusetts
$318K -$171K -94 -37%
SWA
1046
SFMG Wealth Advisors
Texas
$317K -$279K -154 -49%
GWM
1047
Greenwich Wealth Management
Connecticut
$316K +$289K +159 New
CVA
1048
Central Valley Advisors
California
$315K – – –
LCM
1049
Legato Capital Management
California
$311K -$171K -94 -37%
CT
1050
Chicago Trust
Illinois
$311K – – –
40 41
42
43 44