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ChargePoint
CHPT

Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
426
Compagnie Lombard Odier SCmA
Switzerland
– -$10.8K -193 Closed
CWM
427
Cranbrook Wealth Management
Michigan
– -$14.9K -150 Closed
WWM
428
Wolff Wiese Magana
California
– -$11.4K -115 Closed
CWAF
429
Core Wealth Advisors (Florida)
Florida
– -$4.97K -50 Closed
MFC
430
Mechanics Financial Corp
Ohio
– -$4.97K -50 Closed
OIA
431
Optimum Investment Advisors
Illinois
– -$3.98K -40 Closed
QP
432
Quilter Plc
United Kingdom
– -$698K -35 Closed
TFM
433
TFC Financial Management
Massachusetts
– -$3.15K -32 Closed
CAL
434
Capital Advisors Ltd
Ohio
– -$3K -31 Closed
CA
435
Crewe Advisors
Utah
– -$2.98K -30 Closed
RA
436
Rational Advisors
New York
– -$4.55K -26 Closed
EWA
437
EverSource Wealth Advisors
Alabama
– -$1.74K -18 Closed
MPWT
438
MassMutual Private Wealth & Trust
Connecticut
– -$1.6K -16 Closed
BI
439
Bramshill Investments
Florida
– -$1.49K -15 Closed
BIA
440
Bell Investment Advisors
California
– -$970 -10 Closed
UB
441
UMB Bank
Missouri
– -$1.01K -10 Closed
VNA
442
Valley National Advisers
Pennsylvania
– -$1K -10 Closed
Legacy Financial Group (Iowa)
443
Legacy Financial Group (Iowa)
Iowa
– -$601 -6 Closed
MFT
444
Moisand Fitzgerald Tamayo
Florida
– -$497 -5 Closed
SCA
445
Stonebridge Capital Advisors
Minnesota
– -$497 -5 Closed
TCPG
446
Trivant Custom Portfolio Group
California
– -$497 -5 Closed
WWP
447
WR Wealth Planners
Missouri
– -$398 -4 Closed
HWP
448
Hibernia Wealth Partners
Louisiana
– -$249 -3 Closed
Russell Investments Group
449
Russell Investments Group
United Kingdom
– -$318 -3 Closed
RG
450
Retirement Group
California
– -$154 -2 Closed
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18
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