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Bloom Energy
BE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
576
Centric Wealth Management
Illinois
$620K – – –
AWM
577
Avior Wealth Management
Nebraska
$619K +$1.76K +12 +0.3%
AAM
578
Aureus Asset Management
Massachusetts
$616K +$668K +4,549 New
I
579
InceptionR
California
$615K +$666K +4,538 New
VDI
580
Vaughan David Investments
Illinois
$612K +$663K +4,520 New
ACM
581
ACT Capital Management
Pennsylvania
$610K -$1.25M -8,500 -65%
UM
582
UniSuper Management
Australia
$610K – – –
VWA
583
Visionary Wealth Advisors
Illinois
$608K -$345K -2,348 -34%
QCM
584
Qsemble Capital Management
New York
$605K -$3.1M -21,105 -83%
CCS
585
Concentric Capital Strategies
Connecticut
$605K -$14.5M -98,993 -96%
HI
586
Horizon Investments
North Carolina
$603K +$79.1K +539 +14%
SSWM
587
Sheets Smith Wealth Management
North Carolina
$602K +$652K +4,445 New
XT
588
XTX Topco
Cayman Islands
$599K -$5.67M -38,612 -90%
EI
589
Ethic Inc
New York
$594K +$170K +1,159 +36%
QFMHK
590
Q Fund Management (Hong Kong)
$583K +$631K +4,300 New
CL
591
Choreo LLC
Illinois
$576K +$201K +1,369 +48%
CWIG
592
Chung Wu Investment Group
Texas
$562K +$609K +4,150 New
SRC
593
Sage Rhino Capital
California
$550K -$232K -1,580 -28%
MFG
594
Merit Financial Group
Georgia
$549K +$47.8K +326 +9%
TCWM
595
Total Clarity Wealth Management
Illinois
$543K -$516K -3,517 -47%
PFGIA
596
Patriot Financial Group Insurance Agency
Massachusetts
$542K +$587K +4,002 New
WAM
597
Wakefield Asset Management
Colorado
$542K – – –
SCI
598
S&CO Inc
Massachusetts
$541K -$147K -1,000 -20%
AI
599
Atom Investors
Texas
$535K -$6.21M -42,342 -91%
FIA
600
Foundations Investment Advisors
Arizona
$532K +$576K +3,924 New
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