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Bloom Energy
BE

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
551
T3 Companies
New York
$705K +$764K +5,205 New
AWA
552
Arkadios Wealth Advisors
Georgia
$702K -$112K -762 -13%
AV
553
Aspiring Ventures
Ohio
$693K +$16.4K +112 +2%
CWG
554
Cornerstone Wealth Group
North Carolina
$691K +$12.9K +88 +3%
RIA
555
Regal Investment Advisors
Michigan
$686K +$743K +5,062 New
MA
556
MONECO Advisors
Connecticut
$680K +$737K +5,022 New
OMC
557
Old Mission Capital
Illinois
$678K +$735K +5,007 New
GC
558
Gruss & Co
Florida
$677K -$73.4K -500 -9%
SF
559
Summit Financial
New Jersey
$670K +$726K +4,944 New
RWA
560
Roberts Wealth Advisors
California
$664K -$126K -859 -15%
RS
561
Rakuten Securities
Japan
$661K -$413K -2,815 -37%
RS
562
R Squared
Hong Kong
$656K -$447K -3,047 -39%
MGP
563
Metis Global Partners
California
$655K +$709K +4,831 New
KF
564
Krilogy Financial
Missouri
$648K +$37.1K +253 +9%
JCM
565
Jag Capital Management
Missouri
$645K +$250K +1,701 +56%
EL
566
Essex LLC
Illinois
$644K – – –
FFG
567
Fortem Financial Group
California
$644K +$73.4K +500 +12%
IAS
568
Insigneo Advisory Services
Florida
$643K +$40.1K +273 +6%
GVAG
569
Great Valley Advisor Group
Delaware
$638K +$690K +4,704 New
7WCP
570
71 West Capital Partners
Massachusetts
$631K +$684K +4,660 New
WSWA
571
Warren Street Wealth Advisors
California
$626K +$678K +4,620 New
WWM
572
Western Wealth Management
Colorado
$624K +$676K +4,604 New
OGC
573
Oak Grove Capital
New Hampshire
$623K +$675K +4,600 New
AU
574
AlphaGrep UK
$622K +$164K +1,117 +32%
CWM
575
Centric Wealth Management
Illinois
$620K – – –
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