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Bloom Energy
BE

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
651
Meeder Advisory Services
Ohio
$413K +$23.6K +161 +6%
GAA
652
Global Assets Advisory
Florida
$411K – – –
JWCA
653
J.W. Cole Advisors
Florida
$409K +$443K +3,018 New
GI
654
GAMMA Investing
California
$409K +$111K +753 +33%
LNWTC
655
Laird Norton Wetherby Trust Company
Washington
$407K +$441K +3,004 New
MCB
656
Morton Community Bank
Illinois
$406K +$440K +3,000 New
TWM
657
TRB Wealth Management
Texas
$406K +$440K +3,000 New
LA
658
LVW Advisors
New York
$406K +$440K +2,996 New
MWM
659
MOR Wealth Management
Pennsylvania
$398K -$44K -300 -9%
SOW
660
State of Wyoming
Wyoming
$395K -$179K -1,218 -29%
PG
661
Patten Group
Tennessee
$392K -$6.9K -47 -2%
OL
662
Odyssean LLC
Connecticut
$390K +$422K +2,875 New
KCP
663
Kera Capital Partners
California
$389K +$1.17K +8 +0.3%
HIC
664
Holderness Investments Company
North Carolina
$388K +$421K +2,866 New
YCM
665
Yousif Capital Management
Michigan
$385K +$15.1K +103 +4%
PSCM
666
Per Stirling Capital Management
Texas
$382K – – –
SC
667
Scotia Capital
Ontario, Canada
$379K +$410K +2,796 New
DC
668
Davenport & Co
Virginia
$377K +$32.6K +222 +9%
GS
669
GTS Securities
Florida
$375K -$21.3K -145 -5%
HWAM
670
Hennion & Walsh Asset Management
New Jersey
$375K +$407K +2,771 New
FTWA
671
Fifth Third Wealth Advisors
Ohio
$375K +$406K +2,767 New
NFSG
672
Newbridge Financial Services Group
Florida
$368K +$12.9K +88 +3%
DWT
673
Dorsey & Whitney Trust
South Dakota
$367K -$369K -2,514 -48%
MC
674
Matisse Capital
Oregon
$366K +$396K +2,700 New
IA
675
Inspire Advisors
Idaho
$365K +$395K +2,692 New
25 26
27
28 29