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Comfort Systems
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Name Holding Trade Value Shares
Change 		Change in
Stake
HFO
1101
Heritage Family Offices
Arizona
$257K +$234K +129 New
PEWA
1102
Pacific Excel Wealth Advisors
California
$257K +$234K +129 New
TF
1103
Trek Financial
Arizona
$256K +$234K +129 New
NFP
1104
Narus Financial Partners
Utah
$254K -$45.4K -25 -16%
CFG
1105
Cooper Financial Group
California
$252K -$70.8K -39 -23%
SIS
1106
Strategic Investment Solutions
Illinois
$252K +$229K +126 +12,600%
AA
1107
Alta Advisers
United Kingdom
$252K +$230K +127 New
PIA
1108
Petredis Investment Advisors
Pennsylvania
$250K +$229K +126 New
PSP
1109
Principal Street Partners
Tennessee
$250K +$229K +126 New
FWP
1110
Falcon Wealth Planning
California
$246K -$69K -38 -23%
PWP
1111
Phillips Wealth Planners
Mississippi
$244K -$5.44K -3 -2%
GJIA
1112
Glass Jacobson Investment Advisors
Maryland
$244K – – –
CAWM
1113
Capital Advisors Wealth Management
Washington
$244K +$223K +123 New
BWA
1114
BlueSky Wealth Advisors
North Carolina
$244K -$116K -64 -34%
GAM
1115
Gemmer Asset Management
California
$242K +$221K +122 New
KWM
1116
Kanen Wealth Management
Florida
$240K +$220K +121 New
SW
1117
SkyOak Wealth
Michigan
$240K +$220K +121 New
HNB
1118
Huntington National Bank
Ohio
$238K +$27.2K +15 +14%
IIL
1119
Income Insurance Ltd
$238K +$218K +120 New
AWM
1120
Aprio Wealth Management
Georgia
$236K +$216K +119 New
TFP
1121
Tilia Fiduciary Partners
North Carolina
$236K +$216K +119 New
CFB
1122
Cullen/Frost Bankers
Texas
$234K -$54.4K -30 -20%
TWM
1123
Thrive Wealth Management
Pennsylvania
$234K +$214K +118 New
GAA
1124
Guardian Asset Advisors
Pennsylvania
$232K +$212K +117 New
ML
1125
McAdam LLC
Pennsylvania
$231K +$212K +117 New
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