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ChargePoint

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$37K -$144K -3,677 -79%
HSBC Holdings
177
HSBC Holdings
United Kingdom
$35.5K +$36.6K +934 New
IWC
178
Integrated Wealth Concepts
Massachusetts
$33.8K +$34.9K +889 New
Walleye Trading
179
Walleye Trading
New York
$33.4K -$59.2K -1,510 -63%
AWM
180
Apollon Wealth Management
South Carolina
$33.2K +$34.2K +873 New
PP
181
PDS Planning
Ohio
$30.9K +$31.9K +813 New
NA
182
NewEdge Advisors
Louisiana
$30.6K -$2.51K -64 -7%
WWM
183
Western Wealth Management
Colorado
$30.2K +$3.84K +98 +14%
Franklin Resources
184
Franklin Resources
California
$30.1K +$31.1K +792 New
SI
185
Symmetry Investments
Jersey
$30K +$31K +790 New
CW
186
CreativeOne Wealth
Kansas
$30K +$30.5K +778 New
BBVA
187
Banco Bilbao Vizcaya Argentaria
Spain
$29.2K -$17.7K -450 -37%
Wealthfront Advisers
188
Wealthfront Advisers
California
$28.8K +$7.81K +199 +36%
SB
189
Simmons Bank
Arkansas
$28.5K
AWA
190
Arkadios Wealth Advisors
Georgia
$28.4K -$1.06K -27 -3%
LNWWM
191
Laird Norton Wetherby Wealth Management
California
$28.4K +$3.41K +87 +13%
Wealth Enhancement Advisory Services
192
Wealth Enhancement Advisory Services
Minnesota
$28.2K +$1.18K +30 +4%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$28K +$2.83K +72 +11%
Amundi
194
Amundi
France
$27.9K
US Bancorp
195
US Bancorp
Minnesota
$27.9K +$17.3K +440 +150%
TAM
196
Trillium Asset Management
Massachusetts
$27K -$655K -16,703 -96%
ISL
197
Ingalls & Snyder LLC
New York
$27K
OIA
198
OneDigital Investment Advisors
Kansas
$27K +$2.63K +67 +10%
PIA
199
Perennial Investment Advisors
California
$26.6K +$27.4K +699 New
DWP
200
Daymark Wealth Partners
Ohio
$25.8K