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ChargePoint

Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
201
Gerber Kawasaki Wealth & Investment Management
California
$13K +$16.3K +35 New
WT
202
Washington Trust
Rhode Island
$12K +$5.59K +12 +71%
WWMSC
203
Wagner Wealth Management (South Carolina)
South Carolina
$11K
TJHA
204
Thomas J. Herzfeld Advisors
Florida
$11K +$12.1K +26 New
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$10K
SWM
206
Spire Wealth Management
Virginia
$10K
TFS
207
TrustCore Financial Services
Tennessee
$10K +$11.6K +25 New
CT
208
Caldwell Trust
Florida
$9.99K
OC
209
Oakworth Capital
Alabama
$9K
Simplex Trading
210
Simplex Trading
Illinois
$8K
CWA
211
Clearview Wealth Advisors
Oregon
$8K +$2.33K +5 +31%
1IA
212
1834 Investment Advisors
Wisconsin
$8K +$9.31K +20 New
IRC
213
Investors Research Corp
Georgia
$8K +$9.31K +20 New
SC
214
SouthState Corp
Florida
$8K +$9.31K +20 New
HFS
215
Hantz Financial Services
Michigan
$7K +$5.12K +11 +183%
SCA
216
Stonebridge Capital Advisors
Minnesota
$7K +$5.59K +12 +240%
Zurich Cantonal Bank
217
Zurich Cantonal Bank
Switzerland
$7K +$7.91K +17 New
GEA
218
Glen Eagle Advisors
New Jersey
$6.8K
PCG
219
Private Capital Group
Connecticut
$6K -$931 -2 -12%
IC
220
Intersect Capital
California
$6K
AF
221
Advisornet Financial
Minnesota
$6K +$3.26K +7 +78%
FHA
222
First Horizon Advisors
Tennessee
$6K +$3.26K +7 +70%
Bessemer Group
223
Bessemer Group
New Jersey
$6K +$6.52K +14 New
WIM
224
Westside Investment Management
California
$5.82K +$34.9K +75 New
FP
225
Financial Perspectives
Minnesota
$5.8K +$6.98K +15 New