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Bloom Energy
BE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
726
Acumen Wealth Advisors
Tennessee
$9.38K +$11.3K +108 New
FHC
727
First Horizon Corporation
Tennessee
$9.12K +$11K +105 New
BCM
728
Blume Capital Management
California
$8.69K – – –
MEG
729
Millstone Evans Group
Colorado
$8.69K – – –
ACM
730
Accent Capital Management
Ohio
$8.69K +$10.5K +100 New
ADL
731
Asset Dedication LLC
California
$8.69K +$10.5K +100 New
TFA
732
Toth Financial Advisory
Virginia
$8.69K +$10.5K +100 New
MAM
733
Meeder Asset Management
Ohio
$8.17K +$6.62K +63 +203%
OA
734
Operose Advisors
Wisconsin
$8.08K – – –
VWA
735
VSM Wealth Advisory
Maryland
$7.39K +$8.93K +85 New
BFS
736
Bare Financial Services
Pennsylvania
$7.13K -$1.26K -12 -13%
DWM
737
Darwin Wealth Management
Florida
$6.08K +$7.36K +70 New
RFP
738
Root Financial Partners
California
$5.82K +$5.99K +57 +570%
BIA
739
Bell Investment Advisors
California
$5.39K +$4.1K +39 +170%
MAFA
740
MJT & Associates Financial Advisory
Minnesota
$4.34K -$27.8K -265 -84%
BSB
741
Bangor Savings Bank
Maine
$4.34K +$5.25K +50 New
SWM
742
Spire Wealth Management
Virginia
$4.34K +$5.25K +50 New
WAG
743
Wilkerson Advisory Group
Missouri
$4.34K +$5.25K +50 New
FFO
744
Fortitude Family Office
Arizona
$4.26K +$630 +6 +14%
MA
745
MCF Advisors
Kentucky
$4.17K -$7.14K -68 -59%
HBW
746
Hazlett, Burt & Watson
West Virginia
$4K +$1.37K +13 +33%
DWM
747
Dogwood Wealth Management
Kansas
$3.39K +$2.42K +23 +144%
PWA
748
Physician Wealth Advisors
Utah
$3.13K +$525 +5 +16%
RWS
749
Retirement Wealth Solutions
Wisconsin
$2.96K +$735 +7 +26%
PWMG
750
Private Wealth Management Group
New Jersey
$2.96K +$3.57K +34 New
28 29
30
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