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Check Point Software Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
551
V Wealth Advisors
Kansas
$11K +$10.8K +100 New
AF
552
Allworth Financial
California
$10K +$10.4K +96 New
BBHC
553
Brown Brothers Harriman & Co
New York
$10K +$10.4K +96 New
MA
554
MUFG Americas
New York
$9K – – –
OSAM
555
O'Shaughnessy Asset Management
Connecticut
$9K +$8.97K +83 New
FWM
556
Focused Wealth Management
New York
$8K +$8.1K +75 New
ATC
557
Adirondack Trust Company
New York
$7K – – –
MWM
558
MinichMacGregor Wealth Management
New York
$7K – – –
WAS
559
Winch Advisory Services
Wisconsin
$7K – – –
PCP
560
Proficio Capital Partners
Massachusetts
$7K +$4.97K +46 +200%
FMII
561
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
MCM
562
MV Capital Management
Maryland
$5K – – –
SFG
563
SevenBridge Financial Group
Pennsylvania
$5K – – –
MCIA
564
Mountain Capital Investment Advisors
Colorado
$5K +$4.65K +43 New
SA
565
SRH Advisors
Kansas
$4K – – –
SIA
566
Sit Investment Associates
Minnesota
$4K +$4.43K +41 New
DAM
567
Delta Asset Management
Tennessee
$3K – – –
EFSCE
568
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
ZB
569
Zions Bancorporation
Utah
$3K – – –
WA
570
WFG Advisors
Texas
$3K +$2.7K +25 New
CFD
571
Creative Financial Designs
Indiana
$2K – – –
OC
572
Oakworth Capital
Alabama
$2K – – –
BGIM
573
Brandywine Global Investment Management
Pennsylvania
$1K – – –
VNA
574
Valley National Advisers
Pennsylvania
$1K – – –
VM
575
Valinor Management
New York
– -$57.7M -562,192 Closed