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Comfort Systems
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Name Holding Trade Value Shares
Change 		Change in
Stake
PGCM
1051
Prescott Group Capital Management
Oklahoma
$307K +$281K +155 New
PCG
1052
Prosperity Consulting Group
Maryland
$307K +$281K +155 New
AI
1053
Accredited Investors
Minnesota
$307K – – –
AC
1054
Apella Capital
Connecticut
$306K +$330K +182 New
TCWM
1055
Total Clarity Wealth Management
Illinois
$301K +$276K +152 New
BDPWM
1056
Barnes Dennig Private Wealth Management
Ohio
$301K -$20K -11 -7%
SAM
1057
Smartleaf Asset Management
Massachusetts
$298K – – –
SCI
1058
Silver Coast Investments
United States
$297K -$178K -98 -40%
JWM
1059
JDH Wealth Management
California
$297K -$3.63K -2 -1%
FCA
1060
Fortis Capital Advisors
Kansas
$297K +$272K +150 New
SL
1061
Summitry LLC
California
$295K +$270K +149 New
PIA
1062
Perennial Investment Advisors
California
$294K +$269K +148 New
TWM
1063
Tanager Wealth Management
United Kingdom
$293K +$269K +148 New
TCBWMS
1064
Texas Capital Bank Wealth Management Services
Texas
$290K +$265K +146 New
CAMG
1065
CWA Asset Management Group
Florida
$289K +$265K +146 New
CTC
1066
Central Trust Company
Missouri
$289K +$205K +113 +342%
HWM
1067
HBE Wealth Management
Nebraska
$289K +$265K +146 New
SFG
1068
Sovereign Financial Group
Connecticut
$287K +$263K +145 New
KP
1069
Keel Point
Alabama
$285K +$261K +144 New
BPAMU
1070
BTG Pactual Asset Management US
New York
$281K +$258K +142 New
AWP
1071
Avid Wealth Partners
Texas
$279K -$52.6K -29 -17%
KLI
1072
Kelman-Lazarov Inc
Tennessee
$279K +$256K +141 New
MFWP
1073
Mosaic Family Wealth Partners
Missouri
$279K +$256K +141 New
HAS
1074
HBW Advisory Services
California
$279K +$256K +141 New
EFMC
1075
Empire Financial Management Company
New York
$277K -$18.1K -10 -7%
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