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Check Point Software Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
551
Weatherly Asset Management
California
$220K
MG
552
Marex Group
$218K +$213K +1,331 New
CT
553
Cambridge Trust
Massachusetts
$218K
EWA
554
EP Wealth Advisors
California
$217K +$212K +1,322 New
KWM
555
Kingsview Wealth Management
Oregon
$211K +$207K +1,289 New
PFS
556
Prospera Financial Services
Texas
$211K -$172K -1,072 -45%
BJL
557
Brighton Jones LLC
Washington
$208K +$204K +1,270 New
HR
558
Howe & Rusling
New York
$208K +$204K +1,270 New
ACI
559
Alpha Cubed Investments
California
$206K +$202K +1,259 New
LSAG
560
Lake Street Advisors Group
New Hampshire
$203K +$199K +1,239 New
BFEC
561
Benjamin F. Edwards & Company
Missouri
$203K -$15.2K -95 -7%
ACA
562
Atlas Capital Advisors
Wyoming
$201K -$42K -262 -18%
CFB
563
Cullen/Frost Bankers
Texas
$201K
TH
564
TCTC Holdings
Texas
$197K
CA
565
Continuum Advisory
Idaho
$195K -$383K -2,391 -65%
SOW
566
State of Wyoming
Wyoming
$194K +$109K +682 +136%
BONH
567
Bank of New Hampshire
New Hampshire
$193K
Fifth Third Bancorp
568
Fifth Third Bancorp
Ohio
$193K +$91.4K +570 +94%
AA
569
Ancora Advisors
Ohio
$178K
CF
570
Centaurus Financial
California
$167K +$163K +1,018 New
UID
571
Union Investments & Development
Israel
$164K
MA
572
Montag & Associates
Georgia
$161K -$1.6K -10 -1%
MSFP
573
Mark Sheptoff Financial Planning
Connecticut
$156K +$104K +650 +217%
GA
574
GoalVest Advisory
New York
$156K +$152K +950 New
LWCFA
575
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$154K