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Check Point Software Technologies
CHKP

Name Holding Trade Value Shares
Change 		Change in
Stake
MUS
526
Mitsubishi UFJ Securities
Japan
$15K – – –
RBC
527
Roble Belko & Company
Pennsylvania
$15K +$15K +146 New
KCPG
528
Kavar Capital Partners Group
Kansas
$14K +$14.1K +137 New
APP
529
Avantax Planning Partners
Iowa
$14K +$14.9K +145 New
TFA
530
Toth Financial Advisory
Virginia
$13K – – –
FCAG
531
First Capital Advisors Group
New Jersey
$12K +$12.7K +123 New
LWA
532
Lenox Wealth Advisors
New York
$12K +$12.9K +125 New
DBT
533
Dubuque Bank & Trust
Iowa
$11K – – –
AF
534
Allworth Financial
California
$10K – – –
FANJ
535
Financial Architects (New Jersey)
New Jersey
$10K – – –
JFA
536
JNBA Financial Advisors
Minnesota
$10K – – –
PW
537
Price Wealth
Texas
$10K – – –
WTB
538
Washington Trust Bank
Washington
$10K – – –
BIMC
539
Benson Investment Management Company
Virginia
$10K +$10.5K +102 New
TL
540
TrueWealth LLC
Georgia
$9K -$8.24K -80 -47%
LFA
541
Legacy Financial Advisors
Kentucky
$9K – – –
GEA
542
Glen Eagle Advisors
New Jersey
$8.44K – – –
WAP
543
Wealthcare Advisory Partners
Pennsylvania
$8K -$2.47K -24 -23%
GRP
544
Global Retirement Partners
California
$8K – – –
PCM
545
Poehling Capital Management
Wisconsin
$8K +$8.24K +80 New
IIC
546
Integrated Investment Consultants
Michigan
$8K +$8.34K +81 New
FWM
547
Focused Wealth Management
New York
$7K – – –
MWM
548
MinichMacGregor Wealth Management
New York
$7K – – –
WAS
549
Winch Advisory Services
Wisconsin
$6K – – –
MSTVIM
550
Messner & Smith Theme Value Investment Management
California
$6K +$6.39K +62 New
20 21
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