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Comfort Systems
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1051
CogentBlue Wealth Advisors
Tennessee
$311K +$3.63K +2 +1%
IWA
1052
IBEX Wealth Advisors
New Jersey
$309K +$3.63K +2 +1%
CA
1053
Clearstead Advisors
Ohio
$309K -$1.44M -791 -84%
BHCM
1054
Brevan Howard Capital Management
Jersey
$307K -$2.7M -1,489 -91%
GKFF
1055
George Kaiser Family Foundation
Oklahoma
$307K +$281K +155 New
PGCM
1056
Prescott Group Capital Management
Oklahoma
$307K +$281K +155 New
PCG
1057
Prosperity Consulting Group
Maryland
$307K +$281K +155 New
AI
1058
Accredited Investors
Minnesota
$307K – – –
AC
1059
Apella Capital
Connecticut
$306K +$330K +182 New
TCWM
1060
Total Clarity Wealth Management
Illinois
$301K +$276K +152 New
BDPWM
1061
Barnes Dennig Private Wealth Management
Ohio
$301K -$20K -11 -7%
SAM
1062
Smartleaf Asset Management
Massachusetts
$298K – – –
SCI
1063
Silver Coast Investments
United States
$297K -$178K -98 -40%
JWM
1064
JDH Wealth Management
California
$297K -$3.63K -2 -1%
FCA
1065
Fortis Capital Advisors
Kansas
$297K +$272K +150 New
SL
1066
Summitry LLC
California
$295K +$270K +149 New
PIA
1067
Perennial Investment Advisors
California
$294K +$269K +148 New
TWM
1068
Tanager Wealth Management
United Kingdom
$293K +$269K +148 New
TCBWMS
1069
Texas Capital Bank Wealth Management Services
Texas
$290K +$265K +146 New
CAMG
1070
CWA Asset Management Group
Florida
$289K +$265K +146 New
CTC
1071
Central Trust Company
Missouri
$289K +$205K +113 +342%
HWM
1072
HBE Wealth Management
Nebraska
$289K +$265K +146 New
SFG
1073
Sovereign Financial Group
Connecticut
$287K +$263K +145 New
KP
1074
Keel Point
Alabama
$285K +$261K +144 New
BPAMU
1075
BTG Pactual Asset Management US
New York
$281K +$258K +142 New
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