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Comfort Systems
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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1151
SJS Investment Consulting
Ohio
$210K +$10.9K +6 +6%
PIWA
1152
Prevail Innovative Wealth Advisors
Kansas
$210K +$192K +106 New
ZF
1153
Zhang Financial
Michigan
$210K +$192K +106 New
STCOSD
1154
Sageworth Trust Company of South Dakota
South Dakota
$208K +$191K +105 New
IWA
1155
Icon Wealth Advisors
Texas
$206K +$189K +104 New
SRC
1156
Sage Rhino Capital
California
$206K +$189K +104 New
VT
1157
Volterra Technologies
New York
$206K +$189K +104 New
BA
1158
Bridgewater Advisors
New York
$206K +$3.63K +2 +2%
EWM
1159
Empirical Wealth Management
Washington
$204K -$85.3K -47 -31%
CBA
1160
Coastal Bridge Advisors
Connecticut
$204K -$131K -72 -41%
GFG
1161
Goldstone Financial Group
Illinois
$204K +$187K +103 New
LT
1162
Legacy Trust
Michigan
$204K +$187K +103 New
RGC
1163
Roberts, Glore & Co
Illinois
$204K +$187K +103 New
FVWA
1164
Foster Victor Wealth Advisors
South Carolina
$204K +$209K +115 New
AA
1165
Alesco Advisors
New York
$202K +$185K +102 New
TP
1166
TritonPoint Partners
Maryland
$202K +$185K +102 New
SW
1167
SMART Wealth
Nebraska
$200K +$183K +101 New
ANTB
1168
AMG National Trust Bank
Colorado
$200K +$183K +101 New
GC
1169
Gibson Capital
Pennsylvania
$200K +$183K +101 New
HAM
1170
Harmony Asset Management
Arizona
$200K +$183K +101 New
RWP
1171
Revolve Wealth Partners
New Jersey
$200K +$183K +101 New
WCM
1172
Warburton Capital Management
Oklahoma
$200K +$183K +101 New
HBW
1173
Hazlett, Burt & Watson
West Virginia
$198K – – –
SHIM
1174
Stone House Investment Management
Pennsylvania
$190K – – –
OL
1175
OneFund LLC
Florida
$188K -$1.81K -1 -1%
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48 49