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Comfort Systems

Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
1026
Princeton Global Asset Management
New Jersey
$207K -$190K -150 -50%
EWM
1027
Empirical Wealth Management
Washington
$207K +$190K +150 New
EFMC
1028
Empire Financial Management Company
New York
$207K +$190K +150 New
JCM
1029
Jacobi Capital Management
Pennsylvania
$206K +$189K +149 New
CFB
1030
Cullen/Frost Bankers
Texas
$204K -$16.5K -13 -8%
MWP
1031
Meredith Wealth Planning
Illinois
$201K +$185K +146 New
FA
1032
Fiduciary Alliance
South Carolina
$201K +$155K +122 New
SIS
1033
Sound Income Strategies
Florida
$200K +$105K +83 +146%
SAM
1034
Smartleaf Asset Management
Massachusetts
$195K
MUMSS
1035
Mitsubishi UFJ Morgan Stanley Securities
Japan
$190K +$175K +138 New
AF
1036
Alerus Financial
North Dakota
$183K +$169K +133 New
VCA
1037
Verdence Capital Advisors
Maryland
$173K -$278K -219 -64%
PWPS
1038
Pinnacle Wealth Planning Services
Ohio
$171K +$2.54K +2 +2%
GJIA
1039
Glass Jacobson Investment Advisors
Maryland
$170K +$156K +123 New
HNB
1040
Huntington National Bank
Ohio
$145K +$22.9K +18 +21%
QC
1041
Quent Capital
New York
$145K +$86.3K +68 +184%
LFG
1042
Larson Financial Group
Missouri
$138K +$71.1K +56 +127%
HBW
1043
Hazlett, Burt & Watson
West Virginia
$138K
SIC
1044
SJS Investment Consulting
Ohio
$138K +$35.5K +28 +39%
OL
1045
OneFund LLC
Florida
$137K +$116K +91 +1,820%
KAS
1046
Kemnay Advisory Services
New York
$135K +$80K +63 +180%
SHIM
1047
Stone House Investment Management
Pennsylvania
$132K
BAM
1048
Byrne Asset Management
New Jersey
$123K -$14K -11 -11%
SC
1049
Solstein Capital
California
$116K
GAA
1050
Global Assets Advisory
Florida
$104K +$95.2K +75 New