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Check Point Software Technologies
CHKP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
626
Cypress Wealth Services
California
$227K -$68.2K -310 -23%
EH
627
Equitable Holdings
New York
$227K +$226K +1,026 New
DAS
628
Dynamic Advisor Solutions
Arizona
$224K +$223K +1,012 New
JMFC
629
J.M. Forbes & Co
Massachusetts
$222K -$91.3K -415 -29%
CWP
630
Core Wealth Partners
California
$221K – – –
FWP
631
FAS Wealth Partners
Kansas
$221K – – –
GWA
632
Gratus Wealth Advisors
Virginia
$221K – – –
LAI
633
Legal Advantage Investments
California
$221K +$220K +1,000 New
MIM
634
Moseley Investment Management
Florida
$220K – – –
HIA
635
Harbor Investment Advisory
Maryland
$219K – – –
EL
636
EWA LLC
Pennsylvania
$218K +$7.04K +32 +3%
CIA
637
Capital Investment Advisors
Georgia
$217K – – –
LWCFA
638
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$215K – – –
WSFS
639
Wilmington Savings Fund Society
Delaware
$214K – – –
PWM
640
Perigon Wealth Management
California
$214K -$48.2K -219 -18%
AFA
641
Allium Financial Advisors
Oregon
$213K – – –
SA
642
Shilanski & Associates
Alaska
$213K -$440 -2 -0.2%
BAM
643
Berkshire Asset Management
Pennsylvania
$211K -$1.98K -9 -0.9%
CFG
644
Carter Financial Group
Illinois
$210K +$209K +951 New
GA
645
GoalVest Advisory
New York
$210K – – –
OAS
646
Optivise Advisory Services
Tennessee
$209K +$208K +944 New
MGIA
647
Moneta Group Investment Advisors
Missouri
$207K -$24.9K -113 -11%
TFA
648
Teamwork Financial Advisors
Texas
$206K +$205K +932 New
CIA
649
Concurrent Investment Advisors
Florida
$205K +$204K +928 New
CIC
650
Crawford Investment Counsel
Georgia
$204K – – –
24 25
26
27 28