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ChargePoint

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
276
Salem Investment Counselors
North Carolina
$20K +$4.55K +15 +28%
OIA
277
Optimum Investment Advisors
Illinois
$19K
FP
278
Financial Perspectives
Minnesota
$18.4K
WAM
279
Worth Asset Management
Texas
$17K +$17.6K +58 New
RTC
280
Riverview Trust Company
Washington
$16K
TCM
281
Tradewinds Capital Management
Washington
$16K
WFA
282
Wipfli Financial Advisors
Wisconsin
$16K +$16.1K +53 New
CT
283
Caldwell Trust
Florida
$15.5K +$8.5K +28 +112%
CP
284
Castleview Partners
Texas
$15K -$10K -33 -40%
JFA
285
JNBA Financial Advisors
Minnesota
$15K
MFC
286
Mechanics Financial Corp
Ohio
$15K
SC
287
Stephens Consulting
Michigan
$14.8K
Simplex Trading
288
Simplex Trading
Illinois
$14K +$12.1K +40 +400%
GWM
289
Geneos Wealth Management
Colorado
$13K -$183K -604 -93%
HFS
290
Hantz Financial Services
Michigan
$13K +$1.52K +5 +13%
WAS
291
Winch Advisory Services
Wisconsin
$12K
PFBT
292
Parkside Financial Bank & Trust
Missouri
$12K +$10.9K +36 +1,200%
IWMA
293
Ironwood Wealth Management (Arizona)
Arizona
$11K
AA
294
Addison Advisors
Vermont
$11K +$11.2K +37 New
AF
295
Advisornet Financial
Minnesota
$10K +$303 +1 +3%
SWA
296
SOA Wealth Advisors
New York
$10K +$10.3K +34 +3,400%
AWM
297
Atticus Wealth Management
Florida
$9K
C
298
Covestor
United Kingdom
$9K
EI
299
Ellevest Inc
New York
$9K +$9.71K +32 New
FWM
300
Focused Wealth Management
New York
$8K