CHARGEPOINT HOLDINGS INC shareholder history

Current and past CHARGEPOINT HOLDINGS INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WOLVERINE TRADING, LLC 11110.00%0.01%0.01%Q1 2021Q3 202333
SUSQUEHANNA INTERNATIONAL GROUP, LLP 11110.00%0.01%0.02%Q1 2021Q3 202333
Citadel Advisors 11110.00%0.00%0.01%Q1 2021Q3 202331
Cutler Group LLC / CA 11110.00%0.01%0.11%Q1 2021Q3 202329
HAP Trading, LLC 11110.00%0.01%0.04%Q1 2021Q3 202327
PEAK6 Investments LLC 11110.00%0.01%0.03%Q1 2021Q3 202326
BANK OF AMERICA CORP /DE/ 11110.00%0.00%0.00%Q1 2021Q3 202325
CITIGROUP INC 11110.00%0.02%0.11%Q1 2021Q3 202325
Squarepoint Ops LLC 990.00%0.01%0.05%Q3 2021Q3 202322
Sculptor Capital LP 630.02%0.09%0.22%Q2 2021Q3 202321
Parallax Volatility Advisers, L.P. 810.00%0.01%0.02%Q1 2021Q3 202321
GOLDMAN SACHS GROUP INC 11110.00%0.00%0.02%Q1 2021Q3 202321
D. E. Shaw & Co., Inc. 810.00%0.01%0.05%Q1 2021Q3 202321
JANE STREET GROUP, LLC 11110.00%0.00%0.01%Q1 2021Q3 202321
Walleye Trading LLC 990.00%0.01%0.01%Q3 2021Q3 202319
HighTower Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202319
Cetera Advisor Networks LLC 11110.00%0.00%0.01%Q1 2021Q3 202318
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
TWO SIGMA SECURITIES, LLC 660.00%0.02%0.04%Q1 2022Q2 202315
Cubist Systematic Strategies, LLC 990.00%0.01%0.03%Q2 2021Q2 202315
BALYASNY ASSET MANAGEMENT L.P. 610.00%0.00%0.02%Q1 2021Q3 202315
BANK OF MONTREAL /CAN/ 510.00%0.00%0.00%Q1 2021Q3 202314
Creative Planning 730.00%0.00%0.00%Q1 2021Q3 202314
Twin Tree Management, LP 770.00%0.00%0.01%Q1 2021Q3 202213
UBS Group AG 11110.00%0.00%0.00%Q1 2021Q3 202313
Antara Capital LP 660.00%2.57%11.44%Q2 2022Q3 202313
BARCLAYS PLC 770.00%0.00%0.01%Q1 2022Q3 202313
MILLENNIUM MANAGEMENT LLC 11110.00%0.00%0.02%Q1 2021Q3 202313
BLUEFIN CAPITAL MANAGEMENT, LLC 520.00%0.04%0.13%Q1 2021Q4 202212
Geneos Wealth Management Inc. 12120.00%0.00%0.01%Q4 2020Q3 202312
Verition Fund Management LLC 420.00%0.01%0.02%Q3 2021Q2 202312
Baillie Gifford 11110.03%0.06%0.09%Q1 2021Q3 202311
West Oak Capital, LLC 11110.16%0.62%1.07%Q1 2021Q3 202311
Cambridge Investment Research Advisors, Inc. 11110.00%0.01%0.02%Q1 2021Q3 202311
Ensign Peak Advisors, Inc 11110.00%0.00%0.02%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
Neuberger Berman Group LLC 11110.00%0.02%0.04%Q1 2021Q3 202311
OSAIC HOLDINGS, INC. 11110.00%0.00%0.01%Q1 2021Q3 202311
FLPUTNAM INVESTMENT MANAGEMENT CO 11110.00%0.01%0.02%Q1 2021Q3 202311
Focused Wealth Management, Inc 11110.00%0.00%0.01%Q1 2021Q3 202311
VANGUARD GROUP INC 11110.00%0.01%0.01%Q1 2021Q3 202311
JPMORGAN CHASE & CO 11110.00%0.00%0.00%Q1 2021Q3 202311
Ancora Advisors LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
HHM Wealth Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
CANADA PENSION PLAN INVESTMENT BOARD 11110.06%0.22%0.59%Q1 2021Q3 202311
Kestra Advisory Services, LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
Invesco Ltd. 11110.00%0.01%0.01%Q1 2021Q3 202311
HM PAYSON & CO 11110.00%0.00%0.00%Q1 2021Q3 202311
Mine & Arao Wealth Creation & Management, LLC. 11110.00%0.00%0.00%Q1 2021Q3 202311
McIlrath & Eck, LLC 11110.00%0.02%0.04%Q1 2021Q3 202311
Tradewinds Capital Management, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
COMMONWEALTH EQUITY SERVICES, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
IFP Advisors, Inc 11110.00%0.01%0.03%Q1 2021Q3 202311
PNC FINANCIAL SERVICES GROUP, INC. 11110.00%0.00%0.00%Q1 2021Q3 202311
Steward Partners Investment Advisory, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Tower Research Capital LLC (TRC) 11110.00%0.00%0.01%Q1 2021Q3 202311
Banque Cantonale Vaudoise 10100.00%0.01%0.03%Q2 2021Q3 202311
WELLS FARGO & COMPANY/MN 11110.00%0.00%0.00%Q1 2021Q3 202311
ROYAL BANK OF CANADA 11110.00%0.00%0.00%Q1 2021Q3 202311
MORGAN STANLEY 11110.00%0.00%0.01%Q1 2021Q3 202311
Beacon Pointe Advisors, LLC 11110.00%0.01%0.03%Q1 2021Q3 202311
Independent Advisor Alliance 11110.00%0.01%0.03%Q1 2021Q3 202311
SOUTHPORT MANAGEMENT, L.L.C. 11110.99%2.83%5.91%Q1 2021Q3 202311
Roble, Belko & Company, Inc 11110.00%0.00%0.00%Q1 2021Q3 202311
NICOLA WEALTH MANAGEMENT LTD. 11110.20%0.36%0.48%Q1 2021Q3 202311
Pacifica Partners Inc. 11110.00%0.00%0.00%Q2 2021Q4 202311
Raymond James Financial Services Advisors, Inc. 11110.00%0.00%0.01%Q1 2021Q3 202311
WEDBUSH SECURITIES INC 11110.01%0.01%0.02%Q1 2021Q3 202311
US BANCORP \DE\ 11110.00%0.00%0.00%Q1 2021Q3 202311
STIFEL FINANCIAL CORP 11110.00%0.01%0.01%Q1 2021Q3 202311
LPL Financial LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 11110.00%0.00%0.01%Q1 2021Q3 202311
Clearstead Advisors, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
OPPENHEIMER & CO INC 11110.03%0.07%0.10%Q1 2021Q3 202311
OPTIMUM INVESTMENT ADVISORS 11110.00%0.01%0.01%Q1 2021Q3 202311
RAYMOND JAMES & ASSOCIATES 11110.00%0.00%0.01%Q1 2021Q3 202311
Parallel Advisors, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
J.P. Morgan Private Wealth Advisors LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
AMERIPRISE FINANCIAL INC 11110.00%0.00%0.00%Q1 2021Q3 202311
Rockefeller Capital Management L.P. 10100.00%0.03%0.07%Q2 2021Q3 202310
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 10100.00%0.00%0.00%Q2 2021Q3 202310
Sumitomo Mitsui DS Asset Management Company, Ltd 10100.01%0.04%0.06%Q2 2021Q3 202310
BALDWIN BROTHERS LLC/MA 10100.00%0.00%0.00%Q3 2021Q4 202310
AE Wealth Management LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Utah Retirement Systems 10100.00%0.01%0.01%Q2 2021Q3 202310
AMERICAN INTERNATIONAL GROUP, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
SALEM INVESTMENT COUNSELORS INC 10100.00%0.00%0.00%Q2 2021Q3 202310
Bogart Wealth, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Krane Funds Advisors LLC 10100.02%0.07%0.16%Q2 2021Q3 202310
BENJAMIN F. EDWARDS & COMPANY, INC. 910.00%0.00%0.00%Q1 2021Q3 202310
Plante Moran Financial Advisors, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
DEUTSCHE BANK AG\ 10100.00%0.00%0.00%Q2 2021Q3 202310
RHUMBLINE ADVISERS 10100.00%0.00%0.01%Q2 2021Q3 202310
MONETARY MANAGEMENT GROUP INC 10100.01%0.01%0.02%Q2 2021Q3 202310
AMERICAN NATIONAL BANK 10100.00%0.00%0.00%Q2 2021Q3 202310
BlackRock Inc. 10100.00%0.00%0.01%Q2 2021Q3 202310
Legal & General Group Plc 10100.00%0.00%0.00%Q2 2021Q3 202310
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 820.00%0.01%0.02%Q1 2021Q3 202310
JANICZEK WEALTH MANAGEMENT, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
NORTHERN TRUST CORP 10100.00%0.00%0.00%Q2 2021Q3 202310
Arkadios Wealth Advisors 10100.01%0.06%0.12%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.02%Q1 2021Q3 202310
VOYA INVESTMENT MANAGEMENT LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 10100.00%0.01%0.01%Q2 2021Q3 202310
AdvisorNet Financial, Inc 10100.00%0.00%0.00%Q2 2021Q3 202310
CREDIT SUISSE AG/ 10100.00%0.00%0.01%Q2 2021Q3 202310
STATE STREET CORP 10100.00%0.00%0.00%Q2 2021Q3 202310
Riggs Asset Managment Co. Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
GEODE CAPITAL MANAGEMENT, LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
TUDOR INVESTMENT CORP ET AL 410.00%0.01%0.01%Q4 2021Q3 202310
Stonebridge Capital Advisors LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 10100.04%0.13%0.36%Q1 2021Q2 202310
FMR LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 10100.00%0.01%0.01%Q2 2021Q3 202310
ALLIANCEBERNSTEIN L.P. 10100.00%0.00%0.00%Q2 2021Q3 202310
PRICE T ROWE ASSOCIATES INC /MD/ 10100.00%0.00%0.00%Q2 2021Q3 202310
Hexagon Capital Partners LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
RHO CAPITAL PARTNERS INC 8245.17%76.61%98.72%Q1 2021Q3 202310
CAPTRUST FINANCIAL ADVISORS 10100.00%0.00%0.01%Q1 2021Q2 202310
CREATIVE FINANCIAL DESIGNS INC /ADV 10100.00%0.00%0.02%Q2 2021Q3 202310
SIMPLEX TRADING, LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
Bank of New York Mellon Corp 10100.00%0.00%0.00%Q2 2021Q3 202310
Nuveen Asset Management, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Oakworth Capital, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 10100.00%0.01%0.01%Q2 2021Q3 202310
Treasurer of the State of North Carolina 10100.00%0.01%0.01%Q2 2021Q3 202310
STATE OF WISCONSIN INVESTMENT BOARD 10100.00%0.00%0.01%Q2 2021Q3 202310
Global Retirement Partners, LLC 730.00%0.00%0.02%Q1 2021Q3 202310
UBS ASSET MANAGEMENT AMERICAS INC 10100.00%0.00%0.00%Q2 2021Q3 202310
ALPS ADVISORS INC 10100.05%0.23%0.43%Q2 2021Q3 202310
Close Asset Management Ltd 10100.00%0.03%0.08%Q2 2021Q3 202310
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 10100.00%0.00%0.01%Q2 2021Q3 202310
NEW YORK STATE COMMON RETIREMENT FUND 10100.00%0.00%0.01%Q2 2021Q3 202310
ATTICUS WEALTH MANAGEMENT, LLC 10100.00%0.01%0.04%Q2 2021Q3 202310
AMALGAMATED BANK 10100.00%0.01%0.01%Q2 2021Q3 202310
Stratos Wealth Partners, LTD. 10100.00%0.01%0.02%Q2 2021Q3 202310
North Star Investment Management Corp. 10100.00%0.00%0.00%Q2 2021Q3 202310
Handelsbanken Fonder AB 990.02%0.10%0.19%Q3 2021Q3 20239
CARRET ASSET MANAGEMENT, LLC 990.03%0.09%0.14%Q3 2021Q3 20239
Cranbrook Wealth Management, LLC 990.00%0.01%0.01%Q3 2021Q3 20239
Tidal Investments LLC 990.02%0.04%0.07%Q3 2021Q3 20239
PRINCIPAL FINANCIAL GROUP INC 810.00%0.00%0.00%Q2 2021Q3 20239
Magnus Financial Group LLC 990.02%0.05%0.12%Q2 2021Q2 20239
VICTORY CAPITAL MANAGEMENT INC 990.00%0.00%0.00%Q3 2021Q3 20239
Cetera Investment Advisers 990.01%0.05%0.07%Q3 2021Q3 20239
Allianz Asset Management GmbH 990.00%0.00%0.00%Q3 2021Q3 20239
Westside Investment Management, Inc. 990.01%0.06%0.11%Q3 2021Q3 20239
CENTRAL TRUST Co 810.00%0.00%0.00%Q1 2021Q3 20239
Advisors Asset Management, Inc. 990.00%0.01%0.01%Q3 2021Q3 20239
Hanlon Investment Management, Inc. 990.02%0.04%0.06%Q3 2021Q3 20239
Glassman Wealth Services 810.00%0.01%0.01%Q1 2021Q3 20239
SOA Wealth Advisors, LLC. 990.00%0.00%0.00%Q3 2021Q3 20239
Winch Advisory Services, LLC 990.00%0.01%0.01%Q2 2021Q2 20239
Advisory Resource Group 990.04%0.12%0.21%Q3 2021Q3 20239
Clearview Wealth Advisors LLC 990.00%0.00%0.01%Q2 2021Q2 20239
Beech Hill Advisors, Inc. 990.26%0.58%0.94%Q3 2021Q3 20239
Jacobi Capital Management LLC 990.01%0.02%0.03%Q1 2021Q1 20239
Rafferty Asset Management, LLC 630.00%0.01%0.03%Q2 2021Q3 20239
Thomas J. Herzfeld Advisors, Inc. 990.00%0.00%0.01%Q3 2021Q3 20239
Investors Research Corp 990.00%0.00%0.00%Q3 2021Q3 20239
SG Americas Securities, LLC 810.00%0.01%0.02%Q2 2021Q3 20239
MIROVA 990.05%0.20%0.33%Q3 2021Q3 20239
ROTHSCHILD INVESTMENT LLC /IL 990.01%0.02%0.03%Q3 2021Q3 20239
Allworth Financial LP 990.00%0.00%0.00%Q3 2021Q3 20239
FIRST TRUST ADVISORS LP 990.01%0.04%0.06%Q3 2021Q3 20239
Zurcher Kantonalbank (Zurich Cantonalbank) 990.00%0.00%0.00%Q3 2021Q3 20239
Maryland State Retirement & Pension System 810.00%0.01%0.02%Q2 2021Q3 20239
FIRST MANHATTAN CO. LLC. 990.00%0.00%0.00%Q3 2021Q3 20239
QUADRANT CAPITAL GROUP LLC 990.00%0.00%0.00%Q3 2021Q3 20239
LINCOLN NATIONAL CORP 880.00%0.01%0.01%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Global Wealth Management Investment Advisory, Inc. 620.00%0.01%0.02%Q1 2021Q3 20238
MASSMUTUAL TRUST CO FSB/ADV 880.00%0.00%0.00%Q4 2021Q3 20238
PFS Partners, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
BROWN BROTHERS HARRIMAN & CO 880.00%0.00%0.00%Q4 2021Q3 20238
Arizona State Retirement System 880.00%0.01%0.01%Q4 2021Q3 20238
ETF MANAGERS GROUP, LLC 880.01%0.02%0.03%Q2 2021Q1 20238
Private Advisor Group, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
SCHRODER INVESTMENT MANAGEMENT GROUP 880.00%0.02%0.02%Q3 2021Q2 20238
Perennial Advisors, LLC 880.03%0.07%0.16%Q4 2021Q3 20238
GABELLI FUNDS LLC 620.00%0.01%0.01%Q2 2021Q3 20238
Larson Financial Group LLC 880.00%0.00%0.00%Q4 2021Q3 20238
HUNTINGTON NATIONAL BANK 880.00%0.00%0.00%Q4 2021Q3 20238
ENVESTNET ASSET MANAGEMENT INC 880.00%0.00%0.00%Q4 2021Q3 20238
SouthState Corp 440.00%0.00%0.00%Q3 2021Q3 20238
SIGNATUREFD, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Strategic Blueprint, LLC 710.00%0.03%0.05%Q2 2021Q3 20238
Covestor Ltd 880.01%0.01%0.01%Q4 2021Q3 20238
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 880.00%0.00%0.00%Q4 2021Q3 20238
HAMILTON LANE ADVISORS LLC 880.16%0.26%0.35%Q3 2021Q2 20238
TRUIST FINANCIAL CORP 880.00%0.01%0.02%Q4 2021Q3 20238
Janney Montgomery Scott LLC 620.00%0.00%0.01%Q2 2021Q3 20238
LAKE STREET FINANCIAL LLC 880.01%0.03%0.06%Q4 2021Q3 20238
IEQ CAPITAL, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
TOMPKINS FINANCIAL CORP 880.00%0.00%0.00%Q1 2022Q4 20238
SITTNER & NELSON, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
JANUS HENDERSON GROUP PLC 880.00%0.00%0.00%Q4 2021Q3 20238
Braemar Energy Ventures III, LP 8896.42%98.69%100.00%Q4 2021Q3 20238
Your Advocates Ltd., LLP 880.00%0.00%0.01%Q4 2021Q3 20238
State of New Jersey Common Pension Fund D 880.01%0.01%0.01%Q4 2021Q3 20238
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 710.00%0.00%0.00%Q3 2021Q3 20238
Vanguard Personalized Indexing Management, LLC 710.00%0.01%0.04%Q2 2021Q3 20238
Avion Wealth 880.00%0.00%0.00%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.00%0.00%0.00%Q4 2021Q3 20238
Swiss National Bank 880.00%0.00%0.01%Q4 2021Q3 20238
F3Logic, LLC 880.05%0.07%0.09%Q1 2021Q4 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.02%0.05%Q4 2021Q3 20238
Castleview Partners, LLC 880.01%0.03%0.18%Q4 2021Q3 20238
Avior Wealth Management, LLC 710.00%0.00%0.00%Q2 2021Q3 20238
TEACHER RETIREMENT SYSTEM OF TEXAS 880.00%0.00%0.00%Q4 2021Q3 20238
FIFTH THIRD BANCORP 710.00%0.00%0.00%Q2 2021Q2 20238
NVWM, LLC 880.00%0.02%0.02%Q2 2021Q1 20238
CIBC Asset Management Inc 620.00%0.00%0.00%Q3 2021Q3 20238
FinTrust Capital Advisors, LLC 880.00%0.01%0.04%Q4 2021Q3 20238
1832 Asset Management L.P. 880.00%0.01%0.01%Q2 2021Q1 20238
Vident Investment Advisory, LLC 880.01%0.02%0.03%Q3 2021Q2 20238
RE Dickinson Investment Advisors, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Linse Capital LLC 5247.42%83.01%94.30%Q4 2021Q3 20237
Linse Capital Management PR LLC 52100.00%100.00%100.00%Q4 2021Q3 20237
Bell Investment Advisors, Inc 610.00%0.00%0.00%Q3 2021Q3 20237
American Portfolios Advisors 770.00%0.00%0.01%Q1 2021Q3 20227
Baird Financial Group, Inc. 430.00%0.00%0.01%Q2 2021Q3 20237
EXCHANGE TRADED CONCEPTS, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
RATIONAL ADVISORS LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Amundi 770.00%0.01%0.02%Q1 2022Q3 20237
Parkside Financial Bank & Trust 510.00%0.00%0.00%Q3 2021Q3 20237
Green Alpha Advisors, LLC 770.12%0.42%0.85%Q1 2022Q3 20237
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 320.20%0.52%0.99%Q2 2021Q4 20227
MetLife Investment Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
SPT Invest Management Sarl 7713.25%15.90%20.17%Q1 2021Q3 20227
Lindbrook Capital, LLC 610.00%0.01%0.01%Q4 2021Q3 20237
Polaris Wealth Advisory Group, LLC 610.01%0.01%0.02%Q4 2021Q3 20237
Cetera Advisors LLC 610.00%0.01%0.02%Q4 2021Q3 20237
Capital Square, LLC 770.07%0.14%0.18%Q1 2022Q3 20237
Mariner, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
GPS Wealth Strategies Group, LLC 430.00%0.00%0.00%Q4 2021Q3 20237
MML INVESTORS SERVICES, LLC 410.00%0.00%0.00%Q1 2021Q3 20237
NewEdge Advisors, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
SCOTIA CAPITAL INC. 770.00%0.00%0.00%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.00%0.01%0.02%Q1 2022Q3 20237
TUCKER ASSET MANAGEMENT LLC 770.00%0.00%0.00%Q1 2022Q3 20237
HB Wealth Management, LLC 440.00%0.00%0.01%Q4 2022Q3 20237
Burleson & Company, LLC 770.00%0.00%0.00%Q2 2021Q4 20227
LA FINANCIERE DE L'ECHIQUIER 770.11%0.34%0.51%Q2 2021Q4 20227
CI INVESTMENTS INC. 770.00%0.00%0.00%Q3 2021Q1 20237
HAZLETT, BURT & WATSON, INC. 770.00%0.00%0.01%Q1 2022Q3 20237
GREAT VALLEY ADVISOR GROUP, INC. 770.01%0.01%0.02%Q1 2022Q3 20237
FourThought Financial, LLC 770.00%0.00%0.01%Q1 2021Q3 20227
B. Riley Wealth Advisors, Inc. 510.00%0.00%0.01%Q2 2021Q3 20237
COWEN AND COMPANY, LLC 210.01%0.07%0.16%Q1 2021Q2 20227
EATON VANCE MANAGEMENT 770.00%0.00%0.00%Q1 2021Q3 20227
BOOTHBAY FUND MANAGEMENT, LLC 430.01%0.02%0.04%Q1 2021Q4 20227
CreativeOne Wealth, LLC 510.01%0.01%0.02%Q4 2021Q2 20236
HOEY INVESTMENTS, INC 660.00%0.01%0.04%Q2 2022Q3 20236
Private Capital Group, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
Belvedere Trading LLC 110.00%0.01%0.03%Q1 2021Q3 20236
Sargent Bickham Lagudis LLC 660.00%0.00%0.00%Q3 2021Q4 20226
IMC-Chicago, LLC 510.00%0.00%0.00%Q4 2021Q3 20236
D.A. DAVIDSON & CO. 220.00%0.00%0.00%Q1 2022Q3 20236
VALLEY NATIONAL ADVISERS INC 660.00%0.00%0.00%Q2 2022Q3 20236
TSFG, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Simplicity Solutions, LLC 660.00%0.02%0.04%Q2 2022Q3 20236
TRUSTCORE FINANCIAL SERVICES, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
CENTAURUS FINANCIAL, INC. 330.01%0.02%0.04%Q3 2021Q3 20236
BELLEVUE ASSET MANAGEMENT, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
VOLORIDGE INVESTMENT MANAGEMENT, LLC 660.00%0.02%0.06%Q1 2022Q2 20236
WOLFF WIESE MAGANA LLC 660.01%0.02%0.03%Q2 2022Q3 20236
CIBC WORLD MARKET INC. 420.00%0.00%0.00%Q1 2022Q3 20236
Laurel Wealth Advisors LLC 660.00%0.00%0.00%Q1 2021Q2 20226
First Horizon Advisors, Inc. 330.00%0.00%0.00%Q2 2021Q4 20226
JNBA Financial Advisors 660.00%0.00%0.00%Q2 2022Q3 20236
Penserra Capital Management LLC 660.00%0.01%0.02%Q1 2021Q2 20226
STRS OHIO 660.02%0.03%0.05%Q2 2022Q3 20236
XPONANCE, INC. 660.00%0.01%0.01%Q2 2022Q3 20236
Wagner Wealth Management, LLC 420.01%0.03%0.05%Q1 2021Q3 20226
CIBC Private Wealth Group, LLC 510.00%0.00%0.00%Q4 2021Q3 20236
Walleye Capital LLC 330.00%0.00%0.01%Q1 2023Q3 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
PATHSTONE FAMILY OFFICE, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
BREWIN DOLPHIN LTD 660.00%0.00%0.01%Q1 2021Q2 20226
PICTET ASSET MANAGEMENT SA 660.00%0.00%0.00%Q1 2022Q2 20236
U.S. Capital Wealth Advisors, LLC 510.01%0.02%0.03%Q4 2021Q2 20236
G.F.W. Energy XII, L.P. 6631.99%59.57%76.50%Q1 2021Q2 20226
Hudock, Inc. 660.00%0.00%0.00%Q2 2021Q3 20226
VAN ECK ASSOCIATES CORP 330.00%0.00%0.00%Q4 2021Q3 20236
Capital Analysts, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Schonfeld Strategic Advisors LLC 310.00%0.01%0.03%Q1 2021Q2 20236
Pine Valley Investments Ltd Liability Co 330.01%0.01%0.02%Q1 2023Q3 20236
UNITED CAPITAL FINANCIAL ADVISORS, LLC 420.00%0.00%0.00%Q1 2021Q3 20226
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 410.02%0.04%0.08%Q2 2021Q3 20236
Mechanics Financial Corp 660.00%0.01%0.01%Q2 2022Q3 20236
WealthPlan Investment Management, LLC 510.01%0.03%0.05%Q1 2022Q3 20236
Point72 Asset Management, L.P. 310.00%0.01%0.03%Q1 2021Q2 20236
SYCOMORE ASSET MANAGEMENT 660.01%0.07%0.12%Q4 2021Q1 20236
Ironwood Wealth Management, LLC. 660.00%0.01%0.02%Q2 2021Q3 20226
Addison Advisors LLC 510.00%0.00%0.01%Q4 2021Q3 20236
Avestar Capital, LLC 330.01%0.02%0.04%Q1 2023Q3 20236
AVANTAX ADVISORY SERVICES, INC. 660.01%0.01%0.01%Q2 2022Q3 20236
Exos Asset Management LLC 660.05%0.17%0.48%Q1 2021Q2 20226
Concord Wealth Partners 420.00%0.00%0.01%Q1 2022Q3 20236
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
Firsthand Capital Management, Inc. 660.24%0.49%0.68%Q2 2022Q3 20236
NORGES BANK 660.00%0.01%0.01%Q3 2021Q4 20226
Compagnie Lombard Odier SCmA 660.00%0.00%0.00%Q2 2022Q3 20236
MONEY CONCEPTS CAPITAL CORP 660.01%0.02%0.03%Q4 2021Q1 20236
Capital Advisors, Ltd. LLC 410.00%0.00%0.00%Q4 2021Q3 20236
Cordasco Financial Network 410.01%0.01%0.01%Q1 2021Q2 20225
Belpointe Asset Management LLC 410.01%0.03%0.07%Q1 2022Q3 20235
Artemis Investment Management LLP 550.01%0.01%0.01%Q1 2022Q1 20235
Sigma Planning Corp 320.00%0.01%0.02%Q4 2021Q2 20235
Ellevest, Inc. 320.00%0.00%0.00%Q4 2021Q1 20235
TITLEIST CAPITAL, LLC 550.59%0.77%0.88%Q4 2021Q4 20225
KINGS POINT CAPITAL MANAGEMENT 550.02%0.02%0.03%Q1 2021Q1 20225
New Millennium Group LLC 550.00%0.00%0.00%Q2 2022Q2 20235
SCP Investment, LP 410.11%0.16%0.19%Q1 2022Q3 20235
Newbridge Financial Services Group, Inc. 410.00%0.00%0.01%Q4 2021Q1 20235
Quantbot Technologies LP 410.01%0.08%0.24%Q1 2021Q4 20225
TORTOISE CAPITAL ADVISORS, L.L.C. 550.00%0.00%0.00%Q2 2021Q2 20225
Western Wealth Management, LLC 320.01%0.01%0.01%Q1 2022Q3 20235
DT Investment Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
IHT Wealth Management, LLC 550.00%0.01%0.03%Q3 2022Q3 20235
EXANE DERIVATIVES 550.12%0.18%0.31%Q2 2021Q2 20225
RWA WEALTH PARTNERS, LLC 410.00%0.01%0.02%Q2 2021Q4 20225
Itau Unibanco Holding S.A. 550.00%0.00%0.00%Q2 2021Q2 20225
JFS WEALTH ADVISORS, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
BNP Paribas Asset Management Holding S.A. 550.01%0.01%0.02%Q4 2021Q4 20225
Destiny Wealth Partners, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
HSBC HOLDINGS PLC 550.00%0.00%0.00%Q4 2021Q4 20225
Pekin Hardy Strauss, Inc. 550.02%0.03%0.05%Q1 2022Q1 20235
B & T Capital Management DBA Alpha Capital Management 550.03%0.03%0.05%Q2 2022Q2 20235
NOMURA HOLDINGS INC 220.00%0.01%0.01%Q3 2021Q3 20235
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 550.02%0.07%0.13%Q2 2022Q2 20235
BANQUE PICTET & CIE SA 410.00%0.00%0.00%Q2 2021Q3 20235
EverSource Wealth Advisors, LLC 410.00%0.00%0.00%Q4 2021Q3 20235
SEVEN EIGHT CAPITAL, LP 310.01%0.10%0.27%Q2 2021Q3 20235
Sandy Spring Bank 550.00%0.00%0.00%Q3 2022Q3 20235
Crewe Advisors LLC 550.00%0.00%0.00%Q3 2022Q3 20235
HBC Financial Services, PLLC 550.01%0.03%0.04%Q1 2022Q1 20235
Gradient Investments LLC 550.00%0.00%0.00%Q2 2022Q2 20235
Skandinaviska Enskilda Banken AB (publ) 550.03%0.04%0.05%Q3 2022Q3 20235
SHUFRO ROSE & CO LLC 440.00%0.06%0.12%Q4 2022Q3 20235
City State Bank 550.00%0.00%0.00%Q3 2022Q3 20235
Stephens Consulting, LLC 550.01%0.01%0.02%Q4 2021Q4 20225
Holocene Advisors, LP 410.01%0.03%0.04%Q3 2021Q3 20235
S&CO INC 320.01%0.01%0.02%Q2 2022Q3 20235
Caption Management, LLC 330.01%0.21%0.31%Q2 2022Q4 20225
FNY Investment Advisers, LLC 410.00%0.07%0.26%Q1 2021Q4 20225
PARAMETRIC PORTFOLIO ASSOCIATES LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Prime Capital Investment Advisors, LLC 330.00%0.00%0.01%Q1 2023Q3 20234
Global Wealth Strategies & Associates 440.00%0.01%0.01%Q1 2023Q4 20234
Retirement Group, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Olympiad Research LP 310.07%0.18%0.32%Q2 2022Q3 20234
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 440.00%0.00%0.00%Q4 2021Q3 20224
Electron Capital Partners, LLC 440.68%1.78%3.45%Q1 2021Q4 20214
KBC Group NV 220.00%0.00%0.00%Q3 2022Q3 20234
MACQUARIE GROUP LTD 440.00%0.00%0.00%Q4 2021Q3 20224
Koshinski Asset Management, Inc. 440.01%0.02%0.03%Q2 2021Q1 20224
HighMark Wealth Management LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Ellis Investment Partners, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Meridian Wealth Management, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Tevis Investment Management 440.00%0.03%0.11%Q4 2021Q3 20224
Advisory Services Network, LLC 210.00%0.00%0.01%Q2 2021Q3 20234
WCG Wealth Advisors LLC 330.00%0.14%0.33%Q2 2022Q4 20224
CREDIT AGRICOLE S A 440.00%0.00%0.00%Q2 2021Q1 20224
Carroll Financial Associates, Inc. 440.00%0.00%0.01%Q1 2021Q4 20214
MARSHALL WACE, LLP 220.00%0.00%0.00%Q2 2022Q3 20234
Estabrook Capital Management 440.00%0.00%0.00%Q4 2022Q3 20234
Virtu Financial LLC 210.02%0.08%0.15%Q2 2021Q4 20224
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 440.12%0.22%0.30%Q3 2022Q2 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
PRUDENTIAL FINANCIAL INC 440.00%0.00%0.00%Q2 2022Q1 20234
Quadrature Capital Ltd 440.00%0.04%0.11%Q3 2022Q2 20234
Worth Asset Management, LLC 440.01%0.01%0.02%Q3 2022Q2 20234
Beaird Harris Wealth Management, LLC 310.00%0.00%0.00%Q4 2021Q3 20234
Register Financial Advisors LLC 440.06%0.23%0.40%Q4 2022Q3 20234
Lansing Street Advisors 440.04%0.06%0.12%Q3 2022Q2 20234
WEALTH ADVISORS, INC. 440.00%0.01%0.02%Q1 2022Q4 20224
MANUFACTURERS LIFE INSURANCE COMPANY, THE 440.00%0.00%0.00%Q4 2022Q3 20234
BAKER TILLY WEALTH MANAGEMENT, LLC 440.05%0.06%0.07%Q3 2021Q2 20224
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Clear Creek Financial Management, LLC 440.03%0.04%0.04%Q4 2021Q3 20224
Householder Group Estate & Retirement Specialist, LLC 310.00%0.00%0.02%Q3 2022Q3 20234
TCI Wealth Advisors, Inc. 440.00%0.00%0.00%Q1 2021Q4 20214
Harel Insurance Investments & Financial Services Ltd. 440.00%0.01%0.03%Q1 2021Q4 20214
Polar Capital Holdings Plc 440.00%0.01%0.01%Q4 2021Q3 20224
Daiwa Securities Group Inc. 440.00%0.00%0.00%Q3 2021Q2 20224
ESSEX INVESTMENT MANAGEMENT CO LLC 440.19%0.23%0.30%Q3 2022Q2 20234
VitalStone Financial, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Bedel Financial Consulting, Inc. 440.00%0.00%0.00%Q2 2021Q1 20224
apricus wealth, LLC 440.23%0.54%0.72%Q4 2022Q3 20234
Quent Capital, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
SJS Investment Consulting Inc. 220.00%0.00%0.00%Q4 2021Q4 20224
OLIVER LAGORE VANVALIN INVESTMENT GROUP 440.00%0.00%0.00%Q4 2022Q3 20234
Antonetti Capital Management LLC 440.00%0.00%0.00%Q4 2022Q3 20234
NEXT Financial Group, Inc 440.00%0.00%0.00%Q1 2021Q4 20214
Mutual Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
NATIXIS 440.00%0.00%0.00%Q4 2022Q3 20234
RFP Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
CLEAR STREET MARKETS LLC 220.04%0.06%0.08%Q1 2021Q2 20214
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
Intersect Capital LLC 220.00%0.04%0.10%Q2 2021Q3 20214
CLARK FINANCIAL SERVICES GROUP INC /BD 440.19%0.32%0.44%Q4 2022Q3 20234
First Washington CORP 441.31%1.48%1.82%Q4 2022Q3 20234
HRT FINANCIAL LP 310.00%0.03%0.10%Q1 2021Q3 20234
PRELUDE CAPITAL MANAGEMENT, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
China Universal Asset Management Co., Ltd. 440.14%0.25%0.34%Q4 2022Q3 20234
WELLINGTON MANAGEMENT GROUP LLP 310.00%0.00%0.00%Q3 2022Q3 20234
TOTH FINANCIAL ADVISORY CORP 440.00%0.00%0.00%Q2 2022Q1 20234
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 440.00%0.00%0.00%Q4 2022Q3 20234
Dorsey & Whitney Trust CO LLC 440.02%0.02%0.02%Q4 2022Q3 20234
TWO SIGMA ADVISERS, LP 210.00%0.01%0.01%Q2 2021Q1 20234
Tilt Investment Management Holdings, PBC 440.44%0.53%0.64%Q4 2022Q3 20234
Coatue Management 310.04%0.16%0.28%Q2 2021Q3 20234
Koesten, Hirschmann & Crabtree, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Bouvel Investment Partners, LLC 440.32%0.56%0.68%Q4 2022Q3 20234
Dana Investment Advisors, Inc. 330.02%0.02%0.02%Q3 2022Q1 20233
PRIVATE TRUST CO NA 110.00%0.00%0.00%Q2 2022Q2 20233
Hodges Capital Management Inc. 210.02%0.04%0.07%Q2 2021Q2 20223
ARDSLEY ADVISORY PARTNERS LP 210.07%0.08%0.10%Q1 2022Q2 20233
Core Wealth Management, Inc. 330.04%0.06%0.08%Q1 2023Q3 20233
CVA Family Office, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
WealthPLAN Partners, LLC 210.01%0.02%0.02%Q4 2021Q4 20223
METROPOLITAN LIFE INSURANCE CO/NY 330.00%0.00%0.00%Q2 2021Q4 20213
M&T BANK CORP 210.00%0.00%0.00%Q2 2022Q3 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Jump Financial, LLC 110.00%0.07%0.18%Q3 2021Q2 20233
Point72 Hong Kong Ltd 110.01%0.03%0.05%Q2 2021Q3 20223
PFG Investments, LLC 330.01%0.02%0.04%Q1 2023Q3 20233
Gallagher Fiduciary Advisors, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Bramshill Investments, LLC 210.00%0.01%0.02%Q2 2022Q3 20233
PDT Partners, LLC 330.11%0.27%0.39%Q3 2021Q1 20223
Dynamic Advisor Solutions LLC 330.02%0.02%0.02%Q1 2022Q3 20223
Senator Investment Group LP 330.10%0.39%0.82%Q1 2021Q3 20213
Pearl River Capital, LLC 210.04%0.07%0.09%Q2 2021Q1 20233
CSS LLC/IL 110.01%0.02%0.02%Q3 2022Q2 20233
Archer Investment Corp 330.00%0.00%0.00%Q1 2023Q3 20233
DARK FOREST CAPITAL MANAGEMENT LP 330.01%0.03%0.05%Q1 2023Q3 20233
IBM Retirement Fund 330.13%0.46%1.03%Q3 2021Q1 20223
WASHINGTON TRUST Co 330.00%0.00%0.00%Q1 2021Q3 20213
Joule Financial, LLC 330.12%0.20%0.29%Q3 2022Q1 20233
Private Advisory Group LLC 330.16%0.33%0.50%Q1 2023Q3 20233
Anchor Investment Management, LLC 330.00%0.00%0.00%Q2 2023Q4 20233
Prospera Financial Services Inc 330.00%0.02%0.06%Q1 2022Q3 20223
Valeo Financial Advisors, LLC 110.00%0.00%0.01%Q1 2021Q1 20233
Guild Investment Management, Inc. 330.80%1.06%1.30%Q3 2021Q1 20223
Sutton Wealth Advisors Inc. 330.03%0.04%0.05%Q2 2022Q4 20223
Oak Thistle LLC 210.10%0.27%0.40%Q1 2022Q1 20233
Weil Company, Inc. 330.07%0.08%0.10%Q3 2022Q1 20233
Key FInancial Inc 330.01%0.01%0.01%Q2 2021Q4 20213
ExodusPoint Capital Management, LP 110.00%0.01%0.01%Q1 2021Q3 20223
ARK Investment Management 330.00%0.00%0.00%Q4 2021Q2 20223
SeaCrest Wealth Management, LLC 210.01%0.04%0.06%Q1 2021Q2 20223
Bartlett & Co. LLC 330.00%0.00%0.00%Q2 2023Q4 20233
GFG Capital, LLC 330.06%0.07%0.08%Q1 2022Q3 20223
PEAPACK GLADSTONE FINANCIAL CORP 330.00%0.00%0.00%Q1 2023Q3 20233
Russell Investments Group, Ltd. 330.00%0.00%0.00%Q1 2023Q3 20233
Reitz Capital Advisors LLC 210.08%0.13%0.20%Q1 2022Q2 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Ergoteles LLC 110.01%0.08%0.19%Q3 2021Q4 20223
BLAIR WILLIAM & CO/IL 330.00%0.00%0.00%Q2 2022Q4 20223
Column Capital Advisors, LLC 210.00%0.00%0.00%Q2 2022Q3 20233
TITLEIST ASSET MANAGEMENT, LLC 330.28%0.45%0.60%Q1 2023Q3 20233
Baystate Wealth Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.00%Q1 2023Q3 20233
Bayesian Capital Management, LP 210.06%0.16%0.22%Q1 2021Q1 20223
Gotham Asset Management, LLC 210.01%0.01%0.01%Q3 2021Q3 20223
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Ascent Wealth Partners, LLC 330.12%0.16%0.18%Q4 2022Q2 20233
Prestige Wealth Management Group LLC 330.06%0.08%0.10%Q1 2021Q3 20213
VELA Investment Management, LLC 330.12%0.13%0.16%Q4 2022Q2 20233
Sovarnum Capital L.P. 330.38%0.47%0.60%Q1 2021Q3 20213
Trexquant Investment LP 210.01%0.03%0.06%Q1 2022Q2 20233
MISSION WEALTH MANAGEMENT, LP 110.00%0.03%0.04%Q4 2021Q4 20213
Joseph P. Lucia & Associates, LLC 210.00%0.01%0.03%Q3 2021Q2 20223
KCM INVESTMENT ADVISORS LLC 330.01%0.01%0.01%Q4 2021Q2 20223
Quilter Plc 330.00%0.00%0.00%Q1 2023Q3 20233
Trivant Custom Portfolio Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
HOLLENCREST CAPITAL MANAGEMENT 210.00%0.00%0.01%Q4 2022Q3 20233
Foundations Investment Advisors, LLC 330.01%0.01%0.01%Q2 2022Q4 20223
ASSETMARK, INC 210.00%0.00%0.00%Q4 2021Q1 20233
TWO SIGMA INVESTMENTS, LP 210.01%0.02%0.04%Q2 2021Q3 20223
Good Life Advisors, LLC 330.02%0.03%0.04%Q3 2022Q1 20233
Jade Capital Advisors, LLC 210.18%0.56%1.22%Q1 2021Q4 20213
Patriot Financial Group Insurance Agency, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Snowden Capital Advisors LLC 210.00%0.01%0.01%Q4 2021Q2 20233
McClarren Financial Advisors, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
FOSTER DYKEMA CABOT & CO INC/MA 330.00%0.00%0.00%Q1 2023Q3 20233
SRS Capital Advisors, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
TWINBEECH CAPITAL LP 220.09%0.09%0.10%Q1 2022Q2 20222
O'ROURKE & COMPANY, Inc 220.07%0.09%0.11%Q2 2023Q3 20232
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
NISA INVESTMENT ADVISORS, LLC 110.00%0.00%0.00%Q3 2022Q2 20232
Alpine Global Management, LLC 110.04%0.08%0.12%Q4 2021Q4 20222
COMMERCE BANK 110.00%0.02%0.04%Q1 2022Q3 20222
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q2 2022Q2 20232
Y-Intercept (Hong Kong) Ltd 110.06%0.08%0.09%Q1 2022Q1 20232
Aspire Private Capital, LLC 110.00%0.00%0.01%Q2 2021Q3 20232
Future Financial Wealth Managment LLC 220.03%0.03%0.03%Q4 2021Q1 20222
25 LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Eukles Asset Management 220.00%0.00%0.00%Q2 2023Q3 20232
HOWE & RUSLING INC 220.00%0.00%0.00%Q4 2021Q1 20222
Washington Trust Advisors, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
Riverview Trust Co 220.01%0.01%0.02%Q2 2022Q3 20222
Moisand Fitzgerald Tamayo, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
GUGGENHEIM CAPITAL LLC 220.01%0.02%0.02%Q4 2021Q1 20222
AQR Capital Management 220.00%0.00%0.00%Q3 2021Q4 20212
TOWNSQUARE CAPITAL LLC 220.00%0.00%0.00%Q2 2023Q3 20232
VisionPoint Advisory Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
AIGEN INVESTMENT MANAGEMENT, LP 110.04%0.10%0.15%Q3 2022Q1 20232
Mission Creek Capital Partners, Inc. 110.48%0.48%0.49%Q3 2021Q2 20222
MRP Capital Investments, LLC 220.06%0.06%0.06%Q4 2022Q1 20232
INGALLS & SNYDER LLC 220.01%0.01%0.01%Q3 2022Q4 20222
DekaBank Deutsche Girozentrale 220.02%0.02%0.03%Q2 2021Q3 20212
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q4 2022Q2 20232
PRIMORIS WEALTH ADVISORS, LLC 220.42%1.32%2.23%Q2 2023Q3 20232
Vontobel Holding Ltd. 110.00%0.00%0.01%Q4 2021Q2 20232
Trium Capital LLP 220.01%0.02%0.04%Q1 2023Q2 20232
XR Securities LLC 220.00%0.01%0.01%Q4 2021Q1 20222
Jefferies Group LLC 110.01%0.01%0.01%Q1 2021Q1 20212
Spotlight Asset Group, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
SEI INVESTMENTS CO 220.00%0.00%0.00%Q2 2023Q3 20232
XTX Topco Ltd 110.11%0.17%0.22%Q4 2021Q4 20222
BerganKDV Wealth Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
DUPONT CAPITAL MANAGEMENT CORP 110.00%0.01%0.01%Q4 2021Q4 20222
RIVER GLOBAL INVESTORS LLP 220.06%0.08%0.09%Q2 2023Q3 20232
Paloma Partners Management Co 110.01%0.02%0.02%Q3 2021Q1 20222
LAZARD ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q3 2022Q4 20222
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Equitable Holdings, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Versant Capital Management, Inc 220.00%0.00%0.00%Q3 2023Q4 20232
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.02%0.02%0.02%Q2 2022Q3 20222
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Quarry LP 220.00%0.00%0.01%Q4 2022Q1 20232
TRILLIUM ASSET MANAGEMENT, LLC 220.05%0.07%0.08%Q2 2023Q3 20232
Farmers & Merchants Trust Co of Chambersburg PA 220.01%0.01%0.01%Q2 2023Q3 20232
Parcion Private Wealth LLC 110.02%0.02%0.03%Q1 2022Q3 20222
Natixis Investment Managers International 220.02%0.03%0.03%Q1 2022Q2 20222
Smithfield Trust Co 220.00%0.00%0.00%Q2 2023Q3 20232
Qube Research & Technologies Ltd 110.01%0.03%0.04%Q1 2021Q3 20212
North Growth Management Ltd. 220.39%0.62%0.85%Q4 2021Q1 20222
Highlander Capital Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
All Season Financial Advisors, Inc. 110.22%0.24%0.26%Q2 2021Q1 20222
LUMINUS MANAGEMENT LLC 220.08%0.12%0.16%Q3 2021Q4 20212
MEEDER ASSET MANAGEMENT INC 220.00%0.01%0.01%Q2 2021Q3 20212
Facet Wealth, Inc. 220.03%0.03%0.03%Q4 2021Q1 20222
Centiva Capital, LP 110.01%0.01%0.01%Q2 2021Q4 20222
Ursa Fund Management, LLC 110.64%3.70%6.76%Q1 2021Q1 20212
TFC Financial Management, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Cape Investment Advisory, Inc. 220.01%0.01%0.01%Q1 2023Q2 20232
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Alpha Paradigm Partners, LLC 220.08%0.08%0.09%Q3 2021Q4 20212
1834 INVESTMENT ADVISORS CO 220.00%0.00%0.00%Q3 2021Q4 20212
Carmichael Hill & Associates, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
Perpetual Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
Leucadia National 110.00%0.00%0.00%Q3 2023Q3 20232
Herold Advisors, Inc. 220.02%0.03%0.04%Q2 2023Q3 20232
Quintet Private Bank (Europe) S.A. 110.00%0.00%0.00%Q1 2023Q3 20232
Quantamental Technologies LLC 220.10%0.13%0.16%Q1 2022Q2 20222
Hudson Bay Capital Management LP 220.03%0.06%0.10%Q1 2021Q2 20212
AXQ CAPITAL, LP 110.05%0.22%0.38%Q4 2022Q3 20232
Marathon Trading Investment Management LLC 110.02%0.03%0.03%Q2 2021Q3 20232
Core Wealth Advisors, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Creative Capital Management Investments LLC 220.00%0.00%0.00%Q4 2022Q1 20232
PINNACLE ASSOCIATES LTD 110.00%0.00%0.00%Q4 2022Q3 20232
SG3 Management, LLC 110.01%0.04%0.08%Q1 2021Q1 20212
Qsemble Capital Management, LP 220.08%0.10%0.12%Q4 2022Q1 20232
GTS SECURITIES LLC 110.00%0.00%0.01%Q3 2023Q3 20232
True Wealth Design, LLC 220.00%0.01%0.01%Q4 2022Q1 20232
Engineers Gate Manager LP 220.03%0.03%0.04%Q1 2022Q2 20222
GSA CAPITAL PARTNERS LLP 110.02%0.03%0.04%Q1 2021Q4 20222
Harbour Capital Advisors, LLC 220.06%0.08%0.11%Q2 2021Q3 20212
ARES MANAGEMENT LLC 220.06%0.06%0.06%Q1 2021Q2 20212
FOX RUN MANAGEMENT, L.L.C. 110.08%0.11%0.15%Q3 2022Q1 20232
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
West Financial Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Financial Insights, Inc. 110.03%0.03%0.03%Q2 2021Q2 20211
Bridgefront Capital, LLC 110.13%0.13%0.13%Q4 2022Q4 20221
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2021Q3 20211
Institute for Wealth Management, LLC. 110.02%0.02%0.02%Q4 2022Q4 20221
CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
ASPIRIANT, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Personal Wealth Partners 110.00%0.00%0.00%Q2 2021Q2 20211
Westchester Capital Management, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Machina Capital S.A.S. 110.00%0.00%0.00%Q1 2023Q1 20231
State of Wyoming 110.00%0.00%0.00%Q3 2021Q3 20211
Blueshift Asset Management, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
UBS OCONNOR LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Renaissance Technologies 110.00%0.00%0.00%Q2 2021Q2 20211
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Gemmer Asset Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Zullo Investment Group, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Total Clarity Wealth Management, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CARLSON CAPITAL L P 110.06%0.06%0.06%Q2 2021Q2 20211
Bank Julius Baer & Co. Ltd, Zurich 110.00%0.00%0.00%Q3 2021Q3 20211
SHERBROOKE PARK ADVISERS LLC 110.11%0.11%0.11%Q4 2022Q4 20221
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q3 2022Q3 20221
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q1 2023Q1 20231
Horan Securities, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Level Financial Advisors, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
IronBridge Private Wealth, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Operose Advisors LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Paradigm Financial Advisors, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Professional Financial Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Flaharty Asset Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Fieldpoint Private Securities, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
CAAS CAPITAL MANAGEMENT LP 110.03%0.03%0.03%Q4 2022Q4 20221
DRW Securities, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
Executive Wealth Management, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Paragon Wealth Strategies, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
OCCUDO QUANTITATIVE STRATEGIES LP 110.06%0.06%0.06%Q3 2022Q3 20221
BRAVE ASSET MANAGEMENT INC 110.03%0.03%0.03%Q4 2022Q4 20221
Yaupon Capital Management LP 110.69%0.69%0.69%Q1 2022Q1 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Barber Financial Group, Inc. 110.13%0.13%0.13%Q4 2021Q4 20211
Moors & Cabot, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
QRG CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
WESPAC Advisors, LLC 110.09%0.09%0.09%Q2 2023Q2 20231
First Command Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Manatuck Hill Partners, LLC 110.45%0.45%0.45%Q4 2022Q4 20221
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Phoenix Wealth Advisors 110.00%0.00%0.00%Q3 2021Q3 20211
Sanctuary Wealth Management, L.L.C. 110.00%0.00%0.00%Q3 2023Q3 20231
San Luis Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Athanor Capital, LP 110.06%0.06%0.06%Q1 2021Q1 20211
LYELL WEALTH MANAGEMENT, LP 110.03%0.03%0.03%Q2 2022Q2 20221
Magnetar Financial LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Gallagher Benefit Services, Inc. 110.05%0.05%0.05%Q4 2022Q4 20221
LBP AM SA 110.01%0.01%0.01%Q1 2023Q1 20231
Partners Group Holding AG 110.15%0.15%0.15%Q3 2021Q3 20211
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q4 2022Q4 20221
Claro Advisors LLC 110.10%0.10%0.10%Q2 2021Q2 20211
Caprock Group, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Sageworth Trust Co 110.00%0.00%0.00%Q1 2023Q1 20231
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Wealthstreet Investment Advisors, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Illinois Municipal Retirement Fund 110.01%0.01%0.01%Q3 2021Q3 20211
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
DeDora Capital, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Echo Street Capital Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NEXPOINT ASSET MANAGEMENT, L.P. 110.02%0.02%0.02%Q4 2022Q4 20221
Ausdal Financial Partners, Inc. 110.03%0.03%0.03%Q3 2021Q3 20211
Legacy Capital Wealth Partners, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Insight Folios Inc 110.05%0.05%0.05%Q2 2023Q2 20231
Zweig-DiMenna Associates LLC 110.41%0.41%0.41%Q3 2022Q3 20221
Man Group plc 110.00%0.00%0.00%Q2 2021Q2 20211
Sowell Financial Services LLC 110.00%0.00%0.00%Q1 2021Q1 20211
FRED ALGER MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Nebula Research & Development LLC 110.48%0.48%0.48%Q2 2023Q2 20231
CANTOR FITZGERALD, L. P. 110.03%0.03%0.03%Q1 2023Q1 20231
Vienna Asset Management LLC 110.41%0.41%0.41%Q3 2022Q3 20221
Tarbox Family Office, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q3 2021Q3 20211
WealthShield Partners, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
J.W. COLE ADVISORS, INC. 110.03%0.03%0.03%Q3 2022Q3 20221
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
CAPSTONE INVESTMENT ADVISORS, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 110.00%0.00%0.00%Q1 2021Q1 20211
CADIAN CAPITAL MANAGEMENT, LP 110.20%0.20%0.20%Q3 2023Q3 20231
DOLIVER ADVISORS, LP 110.09%0.09%0.09%Q1 2021Q1 20211
Sassicaia Capital Advisers LLC 110.49%0.49%0.49%Q1 2021Q1 20211
Selective Wealth Management, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.13%0.13%0.13%Q1 2021Q1 20211
DAYMARK WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Point72 Europe (London) LLP 110.35%0.35%0.35%Q2 2023Q2 20231
MACROVIEW INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
RESOURCES MANAGEMENT CORP /CT/ /ADV 110.00%0.00%0.00%Q1 2021Q1 20211
Advanced Asset Management Advisors Inc 110.00%0.00%0.00%Q4 2022Q4 20221
AlphaCrest Capital Management LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Quantitative Systematic Strategies LLC 110.04%0.04%0.04%Q1 2021Q1 20211
GROUP ONE TRADING, L.P. 110.00%0.00%0.00%Q4 2021Q4 20211
Ethic Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Insight Inv LLC 110.01%0.01%0.01%Q2 2022Q2 20221
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 110.00%0.00%0.00%Q1 2021Q1 20211
FSB PREMIER WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
O'Neil Global Advisors, Inc. 110.79%0.79%0.79%Q3 2022Q3 20221
Taconic Capital Advisors LP 110.04%0.04%0.04%Q1 2021Q1 20211
HBK Sorce Advisory LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Peregrine Asset Advisers, Inc. 111.14%1.14%1.14%Q3 2022Q3 20221
Boulder Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Almanack Investment Partners, LLC. 110.01%0.01%0.01%Q3 2022Q3 20221
Berman Capital Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Cannon Global Investment Management, LLC 110.66%0.66%0.66%Q1 2021Q1 20211
SCHOLTZ & COMPANY, LLC 110.49%0.49%0.49%Q3 2022Q3 20221
ADVISORY RESEARCH INC 110.03%0.03%0.03%Q1 2022Q1 20221
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Atlas Private Wealth Advisors 110.00%0.00%0.00%Q3 2021Q3 20211
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 110.00%0.00%0.00%Q1 2021Q1 20211
V Wealth Advisors LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Fiduciary Planning LLC 110.01%0.01%0.01%Q1 2021Q1 20211
VICUS CAPITAL 110.03%0.03%0.03%Q3 2022Q3 20221
UMB Bank, n.a. 110.00%0.00%0.00%Q3 2023Q3 20231
Integrated Wealth Concepts LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
BROWN ADVISORY INC 110.00%0.00%0.00%Q3 2022Q3 20221
Lakewood Asset Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
PRESILIUM PRIVATE WEALTH, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Granite Bay Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Monarch Partners Asset Management LLC 110.30%0.30%0.30%Q4 2021Q4 20211
Amalgamated Financial Corp. 110.01%0.01%0.01%Q1 2022Q1 20221
Interval Partners, LP 110.02%0.02%0.02%Q3 2021Q3 20211
Johnson Financial Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bridgecreek Investment Management, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CAROLINAS WEALTH CONSULTING LLC 110.02%0.02%0.02%Q1 2021Q1 20211
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
ADAMS STREET PARTNERS LLC 111.68%1.68%1.68%Q3 2021Q3 20211
Laurion Capital Management LP 110.00%0.00%0.00%Q2 2021Q2 20211
Activest Wealth Management 110.00%0.00%0.00%Q3 2021Q3 20211
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.00%0.00%0.00%Q2 2023Q2 20231
Ionic Capital Management LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Cinctive Capital Management LP 110.20%0.20%0.20%Q1 2021Q1 20211
CAPITAL PERFORMANCE ADVISORS LLP 110.04%0.04%0.04%Q3 2023Q3 20231
Shepherd Financial Partners LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
Strengthening Families & Communities, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Liberty Street Advisors, Inc. 1122.26%22.26%22.26%Q1 2021Q1 20211
GODSEY & GIBB, INC 110.00%0.00%0.00%Q4 2021Q4 20211
Lido Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
External links

This page lists all the filers that currently own CHARGEPOINT HOLDINGS INC or have owned CHARGEPOINT HOLDINGS INC in the past.