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Comfort Systems
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Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1151
Elyxium Wealth
California
$213K +$194K +107 New
PFM
1152
Phillips Financial Management
Indiana
$212K +$194K +107 New
SP
1153
SmartHarvest Portfolios
Washington
$212K +$194K +107 New
JCM
1154
Jacobi Capital Management
Pennsylvania
$211K -$78K -43 -29%
JRPIM
1155
Journey Retirement Planning & Investment Management
Idaho
$210K +$192K +106 New
SIC
1156
SJS Investment Consulting
Ohio
$210K +$10.9K +6 +6%
PIWA
1157
Prevail Innovative Wealth Advisors
Kansas
$210K +$192K +106 New
ZF
1158
Zhang Financial
Michigan
$210K +$192K +106 New
STCOSD
1159
Sageworth Trust Company of South Dakota
South Dakota
$208K +$191K +105 New
IWA
1160
Icon Wealth Advisors
Texas
$206K +$189K +104 New
SRC
1161
Sage Rhino Capital
California
$206K +$189K +104 New
VT
1162
Volterra Technologies
New York
$206K +$189K +104 New
BA
1163
Bridgewater Advisors
New York
$206K +$3.63K +2 +2%
EWM
1164
Empirical Wealth Management
Washington
$204K -$85.3K -47 -31%
CBA
1165
Coastal Bridge Advisors
Connecticut
$204K -$131K -72 -41%
GFG
1166
Goldstone Financial Group
Illinois
$204K +$187K +103 New
LT
1167
Legacy Trust
Michigan
$204K +$187K +103 New
RGC
1168
Roberts, Glore & Co
Illinois
$204K +$187K +103 New
FVWA
1169
Foster Victor Wealth Advisors
South Carolina
$204K +$209K +115 New
AA
1170
Alesco Advisors
New York
$202K +$185K +102 New
TP
1171
TritonPoint Partners
Maryland
$202K +$185K +102 New
SW
1172
SMART Wealth
Nebraska
$200K +$183K +101 New
ANTB
1173
AMG National Trust Bank
Colorado
$200K +$183K +101 New
GC
1174
Gibson Capital
Pennsylvania
$200K +$183K +101 New
HAM
1175
Harmony Asset Management
Arizona
$200K +$183K +101 New
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