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Comfort Systems

Name Holding Trade Value Shares
Change
Change in
Stake
MB
1101
MidFirst Bank
Oklahoma
$30.3K
GA
1102
GoalVest Advisory
New York
$30.3K +$27.9K +22 New
SR
1103
Swiss Re
Switzerland
$29K
KG
1104
Kilter Group
New York
$26.2K +$20.3K +16 +533%
CPG
1105
Cornerstone Planning Group
New Jersey
$25.6K +$6.35K +5 +56%
BWL
1106
Bogart Wealth LLC
Virginia
$24.8K +$1.27K +1 +6%
CIM
1107
Contravisory Investment Management
Massachusetts
$24.8K -$5.08K -4 -18%
AT
1108
Avalon Trust
New Mexico
$22.1K
AG
1109
AmeriFlex Group
Nevada
$20.7K
HWA
1110
Heritage Wealth Advisors
Virginia
$19.6K
WB
1111
Webster Bank
Connecticut
$19.3K
MTC
1112
Matrix Trust Company
Colorado
$19K +$1.27K +1 +8%
S
1113
Sachetta
Massachusetts
$17.9K +$11.4K +9 +225%
SA
1114
Scarborough Advisors
Maryland
$17.9K +$16.5K +13 New
C
1115
Covestor
United Kingdom
$17K -$453K -357 -97%
AA
1116
Ancora Advisors
Ohio
$16.5K -$3.81K -3 -20%
B
1117
Bayban
Minnesota
$16.5K
HNW
1118
High Note Wealth
Minnesota
$16.5K
UOTTAIMCU
1119
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$16.5K
PWA
1120
Physician Wealth Advisors
Utah
$16.5K +$2.54K +2 +20%
CA
1121
CoreCap Advisors
Michigan
$16.5K +$7.62K +6 +100%
TGY2IT
1122
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$16.5K +$15.2K +12 New
PWMG
1123
Private Wealth Management Group
New Jersey
$15.2K -$2.54K -2 -15%
CT
1124
Clearstead Trust
Maine
$15.2K
AFG
1125
Albion Financial Group
Utah
$15.2K +$1.27K +1 +10%