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Bloom Energy
BE

Name Holding Trade Value Shares
Change 		Change in
Stake
BAMF
301
BI Asset Management Fondsmaeglerselskab
Denmark
$23K +$18.1K +1,030 New
KFI
302
Key Financial Inc
Pennsylvania
$22.2K – – –
SIC
303
Salem Investment Counselors
North Carolina
$22.2K – – –
BWM
304
Bernard Wealth Management
Michigan
$22.2K +$17.5K +1,000 New
PWA
305
Provenance Wealth Advisors
Florida
$22.2K +$17.5K +1,000 New
AF
306
Allworth Financial
California
$20.9K +$245 +14 +2%
CCA
307
Catalyst Capital Advisors
New York
$19.6K -$25.5K -1,455 -62%
S
308
Sachetta
Massachusetts
$18.9K – – –
MCM
309
MAI Capital Management
Ohio
$18.1K +$14.3K +816 New
GXJ
310
Global X Japan
Japan
$17.9K -$5.08K -290 -27%
SCM
311
Sterling Capital Management
North Carolina
$16.4K +$8.75K +499 +209%
WT
312
Whittier Trust
California
$16.2K – – –
RP
313
Raelipskie Partnership
Ontario, Canada
$16K – – –
SWM
314
Spire Wealth Management
Virginia
$15.5K +$8.76K +500 +250%
EBA
315
Eagle Bay Advisors
New York
$14.8K – – –
MA
316
Montag & Associates
Georgia
$13.7K – – –
CFFP
317
Center for Financial Planning
Michigan
$12.9K – – –
RS
318
R Squared
Hong Kong
$12.7K +$9.99K +570 New
VNA
319
Valley National Advisers
Pennsylvania
$12K +$10.1K +575 New
BT
320
Banque Transatlantique
France
$11.3K +$8.94K +510 New
SIS
321
Sound Income Strategies
Florida
$10.6K – – –
FFA
322
Farther Finance Advisors
California
$10.4K -$53 -3 -0.6%
BTI
323
Blue Trust Inc
Georgia
$9.73K +$6.57K +375 +595%
GG
324
Gleason Group
Kentucky
$9.66K – – –
WCM
325
WealthTrak Capital Management
Virginia
$9.4K +$7.41K +423 New
11 12
13
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