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Comfort Systems
FIX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1301
Prestige Wealth Management Group
New Jersey
$9.91K – – –
RWS
1302
Retirement Wealth Solutions
Wisconsin
$9.91K – – –
SFG
1303
Strive Financial Group
Indiana
$9.91K – – –
CH
1304
Cromwell Holdings
Wyoming
$9.91K +$1.81K +1 +25%
VWA
1305
Valued Wealth Advisors
Utah
$9.91K +$1.81K +1 +25%
CIA
1306
Cape Investment Advisory
Georgia
$9.91K +$9.07K +5 New
GWM
1307
Geneos Wealth Management
Colorado
$9.91K +$9.07K +5 New
SC
1308
Swan Capital
Florida
$9.91K +$9.07K +5 New
PMFA
1309
Plante Moran Financial Advisors
Michigan
$7.93K +$7.26K +4 New
BWM
1310
Bullock Wealth Management
Indiana
$7.46K +$7.26K +4 New
T
1311
Transce3nd
Texas
$7.02K – – –
1CP
1312
1015 Capital Partners
Pennsylvania
$5.95K – – –
JFG
1313
JDM Financial Group
Texas
$5.95K – – –
SC
1314
SouthState Corp
Florida
$5.95K – – –
WAG
1315
Wilkerson Advisory Group
Missouri
$5.95K +$3.63K +2 +200%
IRAG
1316
Investment Research & Advisory Group
Georgia
$5.95K +$5.44K +3 New
CAL
1317
Capital Advisors Ltd
Ohio
$4K – – –
LWM
1318
Lodestone Wealth Management
Washington
$3.96K +$3.63K +2 New
SFCL
1319
Strengthening Families & Communities LLC
Massachusetts
$3.96K +$3.63K +2 New
FC
1320
Financial Consulate
Maryland
$3.96K – – –
MCM
1321
Manchester Capital Management
Vermont
$3.96K – – –
PPC
1322
Park Place Capital
Alabama
$3.96K – – –
PIS
1323
POM Investment Strategies
North Carolina
$3.96K – – –
QWM
1324
Quaker Wealth Management
New Jersey
$3.96K – – –
SFS
1325
Sunrise Financial Services
Washington
$3.96K – – –
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