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Check Point Software Technologies
CHKP

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
551
Independent Advisor Alliance
North Carolina
$340K +$12.9K +61 +4%
CA
552
Claro Advisors
Massachusetts
$340K +$21K +99 +7%
ST
553
Somerset Trust
Pennsylvania
$339K – – –
BBI
554
Baxter Bros Inc
Connecticut
$336K – – –
SC
555
Sepio Capital
Utah
$336K – – –
DWM
556
Drive Wealth Management
Utah
$335K +$848 +4 +0.3%
ILI
557
Invesco LLC (Illinois)
Illinois
$333K -$204K -965 -40%
EWA
558
EP Wealth Advisors
California
$332K -$8.69K -41 -3%
FB
559
Fulton Bank
Pennsylvania
$330K -$37.1K -175 -11%
PTC
560
Private Trust Company
Ohio
$328K -$39.8K -188 -12%
JMFC
561
J.M. Forbes & Co
Massachusetts
$324K – – –
RF
562
Rossby Financial
Florida
$321K +$329K +1,554 New
CFG
563
Citizens Financial Group
Rhode Island
$318K – – –
GFWA
564
Grey Fox Wealth Advisors
Delaware
$315K -$27.3K -129 -9%
SF
565
Synovus Financial
Georgia
$313K -$7.42K -35 -2%
FAIM
566
Financial Advocates Investment Management
Washington
$311K +$289K +1,365 New
EP
567
Edgestream Partners
New Jersey
$311K +$289K +1,363 New
CAI
568
Capital Advisors Inc
Oklahoma
$309K – – –
GAMC
569
Garner Asset Management Corp
Texas
$307K +$285K +1,345 New
HR
570
Howe & Rusling
New York
$306K +$14.8K +70 +5%
BWP
571
BSW Wealth Partners
Colorado
$306K -$3.39K -16 -1%
WAM
572
Weatherly Asset Management
California
$305K – – –
CWS
573
Cypress Wealth Services
California
$305K -$212 -1 -0.1%
SFS
574
Security Financial Services
Indiana
$304K -$26.1K -123 -8%
SFS
575
Sowell Financial Services
Arkansas
$301K +$280K +1,321 New
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