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ChargePoint

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
176
Westside Investment Management
California
$1.24K -$201 -15 -14%
Spire Wealth Management
177
Spire Wealth Management
Virginia
$1.21K – – –
Allworth Financial
178
Allworth Financial
California
$1.16K +$188 +14 +21%
HFM
179
Hartford Financial Management
Connecticut
$1.05K – – –
TFGT
180
TS Financial Group (TSFG)
Illinois
$1K – – –
VWM
181
Vermillion Wealth Management
Minnesota
$914 – – –
Geneos Wealth Management
182
Geneos Wealth Management
Colorado
$904 -$13 -1 -2%
PMFA
183
Plante Moran Financial Advisors
Michigan
$803 – – –
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$703 – – –
FFWM
185
Future Financial Wealth Management
Ohio
$703 – – –
Loring Wolcott & Coolidge Fiduciary Advisors
186
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$637 – – –
MAI Capital Management
187
MAI Capital Management
Ohio
$633 -$107 -8 -15%
Atlantic Union Bankshares
188
Atlantic Union Bankshares
Virginia
$616 +$590 +44 New
Natixis
189
Natixis
France
$561 -$27 -2 -5%
Harbour Investments
190
Harbour Investments
Wisconsin
$559 -$938 -70 -64%
BL
191
BFSG LLC
California
$493 – – –
OLVIG
192
Oliver Lagore Vanvalin Investment Group
Michigan
$469 +$523 +39 New
Group One Trading
193
Group One Trading
Illinois
$456 -$52.2K -3,892 -99%
CoreCap Advisors
194
CoreCap Advisors
Michigan
$441 – – –
EAM
195
Eukles Asset Management
Ohio
$411 – – –
Larson Financial Group
196
Larson Financial Group
Missouri
$402 -$67K -5,000 -99%
CFD
197
Creative Financial Designs
Indiana
$376 – – –
AF
198
Advisornet Financial
Minnesota
$364 – – –
Clearstead Advisors
199
Clearstead Advisors
Ohio
$352 – – –
VWA
200
VSM Wealth Advisory
Maryland
$352 – – –