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Check Point Software Technologies
CHKP

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
576
Montag & Associates
Georgia
$11.3K – – –
EP
577
Evelyn Partners
$11.3K +$11.2K +86 New
NS
578
NBC Securities
Alabama
$10.8K – – –
PAP
579
Persistent Asset Partners
Hong Kong
$10.8K +$10.7K +82 New
HNW
580
High Note Wealth
Minnesota
$10.5K – – –
CSPIA
581
Cary Street Partners Investment Advisory
Virginia
$9.99K +$1.82K +14 +23%
TRCT
582
Tower Research Capital (TRC)
New York
$9.73K +$8.19K +63 +573%
APFP
583
Action Point Financial Planning
Michigan
$9.46K +$9.62K +74 New
TFA
584
Transamerica Financial Advisors
Florida
$9.07K -$237K -1,822 -96%
RIL
585
Rothschild Investment LLC
Illinois
$8.67K +$5.72K +44 +200%
HFS
586
Hughes Financial Services
Virginia
$7.89K – – –
SIC
587
SJS Investment Consulting
Ohio
$7.75K +$7.67K +59 New
CWP
588
Concord Wealth Partners
Virginia
$7.36K +$7.28K +56 New
VWM
589
Vermillion Wealth Management
Minnesota
$6.57K -$2.73K -21 -30%
CA
590
CoreCap Advisors
Michigan
$6.57K – – –
CPG
591
Cornerstone Planning Group
New Jersey
$6.27K +$1.3K +10 +26%
FIM
592
FWL Investment Management
Texas
$6.05K +$5.98K +46 New
BWL
593
Bogart Wealth LLC
Virginia
$5.91K – – –
PMFA
594
Plante Moran Financial Advisors
Michigan
$5.52K +$1.3K +10 +31%
TWD
595
True Wealth Design
Ohio
$5.13K -$17.6K -135 -78%
CFS
596
CGC Financial Services
Oregon
$5.13K – – –
GKIM
597
GW&K Investment Management
Massachusetts
$5K +$650 +5 +14%
CMA
598
Cedar Mountain Advisors
Oregon
$4.99K – – –
SA
599
SRH Advisors
Kansas
$4.99K – – –
CFSG
600
Community Financial Services Group
Vermont
$4.83K -$4.68K -36 -50%
22 23
24
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