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Comfort Systems

Name Holding Trade Value Shares
Change
Change in
Stake
MLM
1226
Mount Lucas Management
Pennsylvania
-$900K -964 Closed
PCM
1227
Park Capital Management
Wisconsin
-$870K -932 Closed
BRWA
1228
B. Riley Wealth Advisors
Florida
-$816K -874 Closed
TSW
1229
Three Seasons Wealth
Utah
-$693K -743 Closed
FA
1230
Fiducient Advisors
Illinois
-$569K -610 Closed
ONGA
1231
O'Neil Global Advisors
California
-$532K -570 Closed
FFM
1232
Forum Financial Management
Illinois
-$470K -504 Closed
I
1233
InceptionR
California
-$447K -479 Closed
FTUS
1234
Flow Traders U.S.
New York
-$427K -458 Closed
PA
1235
PharVision Advisers
Florida
-$427K -457 Closed
JRPIM
1236
Journey Retirement Planning & Investment Management
Idaho
-$389K -417 Closed
SW
1237
SkyOak Wealth
Michigan
-$385K -412 Closed
OR
1238
Olympiad Research
Connecticut
-$364K -390 Closed
ICP
1239
Interchange Capital Partners
Pennsylvania
-$291K -312 Closed
CFP
1240
Comprehensive Financial Planning
Pennsylvania
-$285K -305 Closed
SW
1241
SMART Wealth
Nebraska
-$285K -305 Closed
WANY
1242
Wealthspire Advisors (New York)
New York
-$274K -294 Closed
RIA
1243
Rhodes Investment Advisors
Texas
-$271K -290 Closed
BWM
1244
BCS Wealth Management
Tennessee
-$254K -272 Closed
AWA
1245
Aaron Wealth Advisors
Illinois
-$242K -259 Closed
AWM
1246
Accurate Wealth Management
Florida
-$240K -238 Closed
OFG
1247
OmniStar Financial Group
North Carolina
-$222K -237 Closed
JAM
1248
Jupiter Asset Management
United Kingdom
-$217K -233 Closed
IFG
1249
Independent Financial Group
California
-$216K -231 Closed
PIA
1250
Perennial Investment Advisors
California
-$209K -224 Closed