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Check Point Software Technologies
CHKP

Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
501
Buckingham Strategic Wealth
Missouri
$204K +$188K +1,538 New
FNWM
502
Financial Network Wealth Management
Utah
$203K +$187K +1,530 New
LWCFA
503
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$198K +$15K +123 +9%
HR
504
Howe & Rusling
New York
$189K -$95.8K -784 -36%
GFPC
505
Global Financial Private Client
Florida
$181K +$12.2K +100 +8%
BC
506
Bartlett & Co
Ohio
$177K – – –
BCWM
507
Bartlett & Co Wealth Management
Ohio
$177K – – –
IA
508
IndexIQ Advisors
New York
$163K -$122 -1 -0.1%
SFO
509
Standard Family Office
South Dakota
$160K +$147K +1,205 New
SBL
510
Sargent Bickham Lagudis
Colorado
$151K – – –
CLOS
511
Compagnie Lombard Odier SCmA
Switzerland
$147K -$47.9K -392 -26%
AWM
512
AllSquare Wealth Management
New York
$145K – – –
FTDI
513
First Trust Direct Indexing
Massachusetts
$144K +$132K +1,082 New
DCM
514
Dupont Capital Management
Delaware
$134K +$74.5K +610 +153%
MCM
515
Manchester Capital Management
Vermont
$133K – – –
CA
516
Clearstead Advisors
Ohio
$120K -$36.7K -300 -25%
HWA
517
Heritage Wealth Advisors
Virginia
$119K +$109K +892 New
SFS
518
Sowell Financial Services
Arkansas
$114K -$24.7K -202 -19%
CHA
519
Carmichael Hill & Associates
Maryland
$114K – – –
TCOV
520
Trust Company of Vermont
Vermont
$112K – – –
CAL
521
Capital Advisors Ltd
Ohio
$106K – – –
WT
522
Washington Trust
Rhode Island
$106K – – –
KCM
523
Kathmere Capital Management
Pennsylvania
$101K – – –
LF
524
Lee Financial
Texas
$94K – – –
BWP
525
Baldwin Wealth Partners
Massachusetts
$94K +$1.22K +10 +1%
19 20
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