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Comfort Systems
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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1101
Strategic Investment Solutions
Illinois
$252K +$229K +126 +12,600%
AA
1102
Alta Advisers
United Kingdom
$252K +$230K +127 New
PIA
1103
Petredis Investment Advisors
Pennsylvania
$250K +$229K +126 New
PSP
1104
Principal Street Partners
Tennessee
$250K +$229K +126 New
FWP
1105
Falcon Wealth Planning
California
$246K -$69K -38 -23%
PWP
1106
Phillips Wealth Planners
Mississippi
$244K -$5.44K -3 -2%
GJIA
1107
Glass Jacobson Investment Advisors
Maryland
$244K – – –
CAWM
1108
Capital Advisors Wealth Management
Washington
$244K +$223K +123 New
BWA
1109
BlueSky Wealth Advisors
North Carolina
$244K -$116K -64 -34%
GAM
1110
Gemmer Asset Management
California
$242K +$221K +122 New
KWM
1111
Kanen Wealth Management
Florida
$240K +$220K +121 New
SW
1112
SkyOak Wealth
Michigan
$240K +$220K +121 New
HNB
1113
Huntington National Bank
Ohio
$238K +$27.2K +15 +14%
IIL
1114
Income Insurance Ltd
$238K +$218K +120 New
AWM
1115
Aprio Wealth Management
Georgia
$236K +$216K +119 New
TFP
1116
Tilia Fiduciary Partners
North Carolina
$236K +$216K +119 New
CFB
1117
Cullen/Frost Bankers
Texas
$234K -$54.4K -30 -20%
TWM
1118
Thrive Wealth Management
Pennsylvania
$234K +$214K +118 New
GAA
1119
Guardian Asset Advisors
Pennsylvania
$232K +$212K +117 New
ML
1120
McAdam LLC
Pennsylvania
$231K +$212K +117 New
WF
1121
Wayfinding Financial
Washington
$231K +$210K +116 New
CAM
1122
Claret Asset Management
Quebec, Canada
$230K -$564K -311 -73%
QC
1123
Quent Capital
New York
$230K +$20K +11 +10%
EFG
1124
Elm3 Financial Group
Georgia
$230K +$210K +116 New
FFA
1125
Fi3 Financial Advisors
Indiana
$229K +$4.68M +2,580 +448%
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