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ChargePoint

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
151
Beacon Pointe Advisors
California
$155K +$63K +434 +38%
GAA
152
Green Alpha Advisors
Colorado
$152K -$291K -2,005 -57%
HF
153
HRT Financial
New York
$150K -$782K -5,388 -78%
SCI
154
S&CO Inc
Massachusetts
$149K +$58K +400 +36%
CAM
155
Cresset Asset Management
Illinois
$148K +$3.34K +23 +2%
HWM
156
HB Wealth Management
Georgia
$148K +$2.47K +17 +1%
GFA
157
Gallagher Fiduciary Advisors
Illinois
$147K +$20.3K +140 +10%
Victory Capital Management
158
Victory Capital Management
Texas
$145K +$10.4K +72 +5%
ARG
159
Advisory Resource Group
Oklahoma
$143K +$24.9K +172 +14%
Public Employees Retirement Association of Colorado
160
Public Employees Retirement Association of Colorado
Colorado
$143K
CFSG
161
Clark Financial Services Group
Missouri
$140K -$1.3K -9 -0.6%
HighTower Advisors
162
HighTower Advisors
Illinois
$139K -$67K -462 -24%
AC
163
AXQ Capital
New Jersey
$137K +$200K +1,382 New
BBVA
164
Banco Bilbao Vizcaya Argentaria
Spain
$136K +$74K +510 +60%
GWM
165
Geneos Wealth Management
Colorado
$132K +$88.6K +611 +85%
Truist Financial
166
Truist Financial
North Carolina
$130K -$3.75M -25,833 -95%
AWS
167
Atria Wealth Solutions
New York
$128K -$435 -3 -0.2%
LNC
168
Lincoln National Corp
Pennsylvania
$123K +$5.95K +41 +3%
Corient Private Wealth
169
Corient Private Wealth
Florida
$122K +$66.7K +460 +60%
Baird Financial Group
170
Baird Financial Group
Wisconsin
$119K +$11K +76 +7%
DADC
171
D.A. Davidson & Co
Montana
$117K +$10.4K +72 +7%
Teacher Retirement System of Texas
172
Teacher Retirement System of Texas
Texas
$116K +$14.9K +103 +10%
IC
173
IEQ Capital
California
$115K +$76.3K +526 +83%
PFO
174
Pathstone Family Office
New Jersey
$114K -$79.1K -545 -32%
JMPWA
175
JP Morgan Private Wealth Advisors
California
$112K -$106K -732 -39%