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Bloom Energy
BE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
651
Provenance Wealth Advisors
Florida
$86.9K – – –
SC
652
SouthState Corp
Florida
$86.9K – – –
TFIPS
653
Towarzystwo Funduszy Inwestycyjnych PZU SA
$86K +$33.6K +320 +48%
BWA
654
Basecamp Wealth Advisors
Washington
$83.1K +$100K +956 New
IIM
655
IFC & Insurance Marketing
California
$82K +$98.8K +940 New
WT
656
Whittier Trust
California
$75.3K – – –
PWPS
657
Pinnacle Wealth Planning Services
Ohio
$74.6K +$90.3K +859 New
EWA
658
EverSource Wealth Advisors
Alabama
$68.2K +$841 +8 +1%
S
659
Sachetta
Massachusetts
$63.9K – – –
GWP
660
Gen-Wealth Partners
Michigan
$61K +$69.2K +659 +1,533%
UB
661
UMB Bank
Missouri
$60.8K +$73.5K +700 New
AI
662
Amplify Investments
Illinois
$60.8K +$35.6K +339 +21%
FWM
663
Focused Wealth Management
New York
$56.5K +$68.3K +650 New
SAG
664
SageView Advisory Group
California
$55.1K +$66.6K +634 New
OP
665
ORG Partners
Indiana
$54.6K +$4.52K +43 +7%
AAP
666
Arax Advisory Partners
Colorado
$53.4K -$895K -8,514 -93%
MMCM
667
Murphy & Mullick Capital Management
New York
$52.1K +$10.5K +100 +20%
RIL
668
Rothschild Investment LLC
Illinois
$50.5K -$10.4K -99 -15%
BT
669
Banque Transatlantique
France
$50.3K -$533K -5,074 -91%
CFFP
670
Center for Financial Planning
Michigan
$50.3K – – –
KAS
671
Kemnay Advisory Services
New York
$49.4K +$59.8K +569 New
TFM
672
TFC Financial Management
Massachusetts
$49.3K +$59.5K +566 +56,600%
RA
673
RiverPark Advisors
New York
$48.7K -$88.8K -845 -60%
C
674
Covestor
United Kingdom
$44K +$630 +6 +1%
GCS
675
Gordian Capital (Singapore)
Singapore
$43.4K -$105K -1,000 -67%
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