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Comfort Systems
FIX

Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
1101
Farmers & Merchants Investments Inc
Nebraska
$31.7K -$21.6K -17 -43%
CWP
1102
Clark Wealth Partners
Illinois
$31.7K -$8.89K -7 -23%
ANBT
1103
American National Bank & Trust
Texas
$31.7K – – –
MB
1104
MidFirst Bank
Oklahoma
$30.3K – – –
GA
1105
GoalVest Advisory
New York
$30.3K +$27.9K +22 New
SR
1106
Swiss Re
Switzerland
$29K – – –
KG
1107
Kilter Group
New York
$26.2K +$20.3K +16 +533%
CPG
1108
Cornerstone Planning Group
New Jersey
$25.6K +$6.35K +5 +56%
BWL
1109
Bogart Wealth LLC
Virginia
$24.8K +$1.27K +1 +6%
CIM
1110
Contravisory Investment Management
Massachusetts
$24.8K -$5.08K -4 -18%
AT
1111
Avalon Trust
New Mexico
$22.1K – – –
AG
1112
AmeriFlex Group
Nevada
$20.7K – – –
HWA
1113
Heritage Wealth Advisors
Virginia
$19.6K – – –
WB
1114
Webster Bank
Connecticut
$19.3K – – –
MTC
1115
Matrix Trust Company
Colorado
$19K +$1.27K +1 +8%
S
1116
Sachetta
Massachusetts
$17.9K +$11.4K +9 +225%
SA
1117
Scarborough Advisors
Maryland
$17.9K +$16.5K +13 New
C
1118
Covestor
United Kingdom
$17K -$453K -357 -97%
AA
1119
Ancora Advisors
Ohio
$16.5K -$3.81K -3 -20%
B
1120
Bayban
Minnesota
$16.5K – – –
HNW
1121
High Note Wealth
Minnesota
$16.5K – – –
UOTTAIMCU
1122
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$16.5K – – –
PWA
1123
Physician Wealth Advisors
Utah
$16.5K +$2.54K +2 +20%
CA
1124
CoreCap Advisors
Michigan
$16.5K +$7.62K +6 +100%
TGY2IT
1125
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$16.5K +$15.2K +12 New
43 44
45
46 47