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ChargePoint
CHPT

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
301
Caldwell Trust
Florida
$6.84K – – –
TAM
302
Tucker Asset Management
Colorado
$6.16K – – –
MPWT
303
MassMutual Private Wealth & Trust
Connecticut
$6K – – –
OC
304
Oakworth Capital
Alabama
$6K – – –
IRC
305
Investors Research Corp
Georgia
$6K +$277 +1 +5%
GWSG
306
GPS Wealth Strategies Group
Colorado
$6K +$4.71K +17 +340%
FHA
307
First Horizon Advisors
Tennessee
$6K +$6.37K +23 New
BLC
308
Brown, Lisle/Cummings
Rhode Island
$5.48K – – –
CWA
309
Clearview Wealth Advisors
Oregon
$5K – – –
PFGIA
310
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
SC
311
SouthState Corp
Florida
$5K – – –
AWM
312
Avior Wealth Management
Nebraska
$5K +$4.43K +16 +400%
NFSG
313
Newbridge Financial Services Group
Florida
$5K +$4.71K +17 New
PCG
314
Private Capital Group
Connecticut
$4K -$4.16K -15 -52%
DWP
315
Destiny Wealth Partners
Florida
$4K – – –
HBW
316
Hazlett, Burt & Watson
West Virginia
$4K – – –
FF
317
FourThought Financial
Florida
$3K -$1.66K -6 -38%
BWP
318
Baldwin Wealth Partners
Massachusetts
$3K – – –
CIM
319
Contravisory Investment Management
Massachusetts
$3K – – –
HCP
320
Hexagon Capital Partners
Arkansas
$3K – – –
MAWCM
321
Mine & Arao Wealth Creation & Management
California
$3K – – –
RAM
322
Riggs Asset Management
Pennsylvania
$3K – – –
LWCFA
323
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$1.39K +5 +100%
CAL
324
Capital Advisors Ltd
Ohio
$3K +$2.22K +8 +200%
BCMIO
325
Beacon Capital Management Inc (Ohio)
Ohio
$3K +$2.77K +10 New
11 12
13
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