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CHKP

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
551
Edge Wealth Management
New York
$23K – – –
PGWM
552
Parisi Gray Wealth Management
New Jersey
$22K – – –
TIM
553
Tortoise Investment Management
New York
$22K – – –
CAC
554
Certified Advisory Corp
Florida
$21K -$110K -1,000 -83%
GWM
555
Geneos Wealth Management
Colorado
$21K -$5.49K -50 -19%
NCM
556
Nelson Capital Management
California
$21K – – –
SIAS
557
Shine Investment Advisory Services
Colorado
$21K – – –
PWMG
558
Prestige Wealth Management Group
New Jersey
$21K +$22.5K +205 New
BWA
559
BDO Wealth Advisors
Florida
$20K – – –
WCM
560
Whitener Capital Management
North Carolina
$20K – – –
CA
561
Claro Advisors
Massachusetts
$19K +$17.6K +160 New
DWA
562
Dougherty Wealth Advisers
Minnesota
$19K +$17.8K +162 New
FWM
563
Focused Wealth Management
New York
$18K +$11K +100 +133%
PB
564
Pinnacle Bancorp
Nebraska
$16K +$16.7K +152 New
BWP
565
Baldwin Wealth Partners
Massachusetts
$15K – – –
MUS
566
Mitsubishi UFJ Securities
Japan
$15K – – –
RBC
567
Roble Belko & Company
Pennsylvania
$15K – – –
ST
568
Smithfield Trust
Pennsylvania
$15K – – –
APC
569
Aspire Private Capital
North Carolina
$15K +$16.5K +150 New
APA
570
American Portfolios Advisors
New York
$13.8K +$1.1K +10 +8%
SFSIG
571
San Francisco Sentry Investment Group
California
$13K -$3.95K -36 -22%
ED
572
Exane Derivatives
France
$12.9K – – –
DBT
573
Dubuque Bank & Trust
Iowa
$12K – – –
LWA
574
Lenox Wealth Advisors
New York
$11K -$2.19K -20 -16%
AAMU
575
Amundi Asset Management US
Massachusetts
$10.8K -$450K -4,098 -4%
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