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ChargePoint

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
201
Independent Advisor Alliance
North Carolina
$73.9K -$14.8K -102 -12%
IA
202
IFP Advisors
Florida
$72.5K +$1.01K +7 +1%
LCWP
203
Legacy Capital Wealth Partners
Arkansas
$72.1K +$105K +725 New
FAM
204
Flaharty Asset Management
Florida
$68.8K +$101K +693 New
SIS
205
Strategic Investment Solutions
Illinois
$68.5K +$67.4K +465 +5,813%
CWM
206
Core Wealth Management
Florida
$67.8K
Vanguard Personalized Indexing Management
207
Vanguard Personalized Indexing Management
California
$66.3K +$23.8K +164 +33%
RIL
208
Rothschild Investment LLC
Illinois
$66K
PWAG
209
Polaris Wealth Advisory Group
California
$65.4K +$95.4K +658 New
IWC
210
Integrated Wealth Concepts
Massachusetts
$65.4K +$95.4K +658 New
PA
211
Pinnacle Associates
New York
$65.2K +$95.2K +656 New
LSPW
212
Lake Street Private Wealth
Illinois
$65.1K
EH
213
Equitable Holdings
New York
$65.1K +$12.3K +85 +15%
PVI
214
Pine Valley Investments
New Jersey
$64.6K -$18.1K -125 -16%
HA
215
Herold Advisors
New York
$64.6K
NA
216
NewEdge Advisors
Louisiana
$64K -$24.7K -170 -21%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$63K -$253K -1,743 -73%
M&T Bank
218
M&T Bank
New York
$61.9K +$91.1K +628 New
SEI Investments
219
SEI Investments
Pennsylvania
$61.1K +$7.98K +55 +10%
BPC
220
Banque Pictet & Cie
Switzerland
$59.6K +$7.25K +50 +9%
HCM
221
Hollencrest Capital Management
California
$59.6K +$87K +600 New
PI
222
PFG Investments
New York
$58.3K -$8.7K -60 -9%
QCM
223
QRG Capital Management
Illinois
$58.2K +$85K +586 New
IWM
224
IHT Wealth Management
Illinois
$58.1K -$96.9K -668 -53%
ASN
225
Advisory Services Network
Georgia
$57.1K +$83.3K +574 New