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Comfort Systems
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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1026
JDH Wealth Management
California
$210K +$193K +152 New
CAU
1027
Caxton Associates (UK)
$208K -$907K -714 -83%
PGAM
1028
Princeton Global Asset Management
New Jersey
$207K -$190K -150 -50%
EWM
1029
Empirical Wealth Management
Washington
$207K +$190K +150 New
EFMC
1030
Empire Financial Management Company
New York
$207K +$190K +150 New
JCM
1031
Jacobi Capital Management
Pennsylvania
$206K +$189K +149 New
CFB
1032
Cullen/Frost Bankers
Texas
$204K -$16.5K -13 -8%
MWP
1033
Meredith Wealth Planning
Illinois
$201K +$185K +146 New
FA
1034
Fiduciary Alliance
South Carolina
$201K +$155K +122 New
SIS
1035
Sound Income Strategies
Florida
$200K +$105K +83 +146%
SAM
1036
Smartleaf Asset Management
Massachusetts
$195K – – –
MUMSS
1037
Mitsubishi UFJ Morgan Stanley Securities
Japan
$190K +$175K +138 New
AF
1038
Alerus Financial
North Dakota
$183K +$169K +133 New
VCA
1039
Verdence Capital Advisors
Maryland
$173K -$278K -219 -64%
PWPS
1040
Pinnacle Wealth Planning Services
Ohio
$171K +$2.54K +2 +2%
GJIA
1041
Glass Jacobson Investment Advisors
Maryland
$170K +$156K +123 New
HNB
1042
Huntington National Bank
Ohio
$145K +$22.9K +18 +21%
QC
1043
Quent Capital
New York
$145K +$86.3K +68 +184%
LFG
1044
Larson Financial Group
Missouri
$138K +$71.1K +56 +127%
HBW
1045
Hazlett, Burt & Watson
West Virginia
$138K – – –
SIC
1046
SJS Investment Consulting
Ohio
$138K +$35.5K +28 +39%
OL
1047
OneFund LLC
Florida
$137K +$116K +91 +1,820%
KAS
1048
Kemnay Advisory Services
New York
$135K +$80K +63 +180%
SHIM
1049
Stone House Investment Management
Pennsylvania
$132K – – –
BAM
1050
Byrne Asset Management
New Jersey
$123K -$14K -11 -11%
40 41
42
43 44