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ChargePoint
CHPT

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
301
Tradewinds Capital Management
Washington
$11.4K – – –
SIC
302
Salem Investment Counselors
North Carolina
$11K – – –
CT
303
Caldwell Trust
Florida
$10.5K -$653 -3 -6%
CP
304
Castleview Partners
Texas
$10.5K – – –
CWP
305
Concord Wealth Partners
Virginia
$10.5K – – –
JFA
306
JNBA Financial Advisors
Minnesota
$10.5K – – –
MFC
307
Mechanics Financial Corp
Ohio
$10.5K – – –
TWD
308
True Wealth Design
Ohio
$9.95K -$10.9K -50 -51%
GWM
309
Geneos Wealth Management
Colorado
$9.52K -$97.6K -448 -91%
LWCFA
310
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9.47K +$4.36K +20 +80%
NECFA
311
New England Capital Financial Advisors
Connecticut
$9.42K – – –
WAS
312
Winch Advisory Services
Wisconsin
$9K – – –
BLC
313
Brown, Lisle/Cummings
Rhode Island
$8.38K – – –
CIA
314
Cape Investment Advisory
Georgia
$8.05K +$8.28K +38 New
C
315
Covestor
United Kingdom
$8K +$653 +3 +9%
QL
316
Quarry LP
New York
$6.82K -$33.5K -154 -82%
NFSG
317
Newbridge Financial Services Group
Florida
$6.75K +$3.27K +15 +88%
HCP
318
Hexagon Capital Partners
Arkansas
$6.28K – – –
IGWM
319
ICA Group Wealth Management
Colorado
$5.76K – – –
FWM
320
Focused Wealth Management
New York
$5.76K +$871 +4 +17%
CFD
321
Creative Financial Designs
Indiana
$5.59K -$10.9K -50 -65%
BWL
322
Bogart Wealth LLC
Virginia
$5.56K – – –
RA
323
Rational Advisors
New York
$5.42K – – –
AF
324
Advisornet Financial
Minnesota
$5.39K -$218 -1 -4%
YAL
325
Your Advocates Ltd
Texas
$5.24K – – –
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13
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