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Comfort Systems
FIX

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1201
CVA Family Office
Colorado
$109K +$16.3K +9 +20%
CI
1202
CX Institutional
Indiana
$105K +$38.1K +21 +66%
CT
1203
Caldwell Trust
Florida
$99.1K +$72.6K +40 +400%
EB
1204
Eastern Bank
Massachusetts
$99.1K +$90.7K +50 New
TC
1205
Toews Corporation
New Jersey
$99.1K +$90.7K +50 New
HIIFS
1206
Harel Insurance Investments & Financial Services
Israel
$95K +$9.07K +5 +12%
JWA
1207
JFS Wealth Advisors
Pennsylvania
$91.2K +$1.81K +1 +2%
HPC
1208
HM Payson & Co
Maine
$89.2K -$36.3K -20 -31%
CBT
1209
Crews Bank & Trust
Florida
$85.2K -$9.07K -5 -10%
SC
1210
Steph & Co
Wisconsin
$85.2K +$78K +43 New
FLP
1211
Financial Life Planners
Arizona
$84K – – –
BIA
1212
Bell Investment Advisors
California
$83.2K – – –
MB
1213
MidFirst Bank
Oklahoma
$81.3K +$34.5K +19 +86%
WAU
1214
Wellington-Altus USA
Manitoba, Canada
$77.2K – – –
ZBNA
1215
Zions Bancorporation, National Association
Utah
$75.3K -$3.63K -2 -5%
TFA
1216
Toth Financial Advisory
Virginia
$73.3K +$3.63K +2 +6%
MAM
1217
Morse Asset Management
Connecticut
$71.3K +$54.4K +30 +500%
VCA
1218
Verdence Capital Advisors
Maryland
$69.5K -$163K -90 -72%
MA
1219
MCF Advisors
Kentucky
$69.4K – – –
BC
1220
Bayforest Capital
United Kingdom
$69.4K +$63.5K +35 New
SOAM
1221
SBI Okasan Asset Management
Japan
$68.2K -$10.9K -6 -15%
APFP
1222
Action Point Financial Planning
Michigan
$67.4K +$63.5K +35 New
TCM
1223
Tradewinds Capital Management
Washington
$67.4K – – –
MUMSS
1224
Mitsubishi UFJ Morgan Stanley Securities
Japan
$65.4K -$191K -105 -76%
DJSG
1225
D.J. St. Germain
Massachusetts
$65.4K – – –
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