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ChargePoint

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
301
Valley National Advisers
Pennsylvania
$1K +$1.37K +35 New
AF
302
Advisornet Financial
Minnesota
$984 -$392 -10 -28%
CoreCap Advisors
303
CoreCap Advisors
Michigan
$982 +$1.02K +26 New
Allworth Financial
304
Allworth Financial
California
$969 +$353 +9 +53%
CT
305
Caldwell Trust
Florida
$950 – – –
YAL
306
Your Advocates Ltd
Texas
$950 – – –
GEA
307
Glen Eagle Advisors
New Jersey
$903 – – –
Russell Investments Group
308
Russell Investments Group
United Kingdom
$821 +$863 +22 New
WWP
309
WR Wealth Planners
Missouri
$817 +$863 +22 New
IRC
310
Investors Research Corp
Georgia
$760 – – –
NECFA
311
New England Capital Financial Advisors
Connecticut
$760 – – –
SouthState Corp
312
SouthState Corp
Florida
$741 – – –
OCM
313
Orion Capital Management
California
$737 – – –
SAG
314
Spotlight Asset Group
Illinois
$732 – – –
SWA
315
SOA Wealth Advisors
New York
$665 – – –
HF
316
Halpern Financial
Virginia
$641 – – –
KHC
317
Koesten Hirschmann & Crabtree
Kansas
$591 – – –
FIM
318
Fernwood Investment Management
Massachusetts
$570 +$588 +15 New
QC
319
Quent Capital
New York
$536 – – –
TAM
320
Tucker Asset Management
Colorado
$490 – – –
BIA
321
Bell Investment Advisors
California
$485 +$510 +13 New
CAM
322
Chesapeake Asset Management
New York
$475 – – –
HWM
323
HighMark Wealth Management
Minnesota
$426 – – –
BWP
324
Baldwin Wealth Partners
Massachusetts
$380 – – –
B
325
Birchbrook
Maine
$380 – – –