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Bloom Energy

Name Holding Trade Value Shares
Change
Change in
Stake
EP
726
EPIQ Partners
Minnesota
$271K +$294K +2,000 New
T
727
TrueFG
Texas
$271K +$294K +2,000 New
MOS
728
MGO One Seven
Ohio
$270K -$165K -1,121 -36%
CCFM
729
Clear Creek Financial Management
Washington
$267K +$289K +1,971 New
CRI
730
Colonial River Investments
Virginia
$264K +$286K +1,950 New
AI
731
Amplify Investments
Illinois
$260K – – –
GC
732
Guggenheim Capital
Illinois
$260K +$281K +1,917 New
I
733
InterCapital
Texas
$258K -$587K -4,000 -68%
AUB
734
Atlantic Union Bankshares
Virginia
$256K +$37.4K +255 +16%
Empower Advisory Group
735
Empower Advisory Group
Colorado
$256K +$277K +1,889 New
STA
736
Summit Trail Advisors
New York
$255K +$277K +1,884 New
BWM
737
Bernard Wealth Management
Michigan
$254K – – –
TSS
738
Two Sigma Securities
New York
$249K +$270K +1,839 New
AWC
739
Adamsbrown Wealth Consultants
Kansas
$247K +$267K +1,820 New
PWM
740
Perigon Wealth Management
California
$246K +$266K +1,814 New
MNBTD
741
Moody National Bank Trust Division
Texas
$241K +$262K +1,782 New
AF
742
Allworth Financial
California
$241K -$4.11K -28 -2%
RAS
743
RPS Advisory Solutions
Kentucky
$241K +$261K +1,780 New
BP
744
Ballentine Partners
Massachusetts
$240K +$260K +1,770 New
CIS
745
Continental Investors Services
Washington
$238K +$123K +839 New
DI
746
Disciplined Investors
Texas
$238K +$257K +1,753 New
WWM
747
Walser Wealth Management
Florida
$237K +$257K +1,752 New
NG
748
Norden Group
Utah
$236K +$256K +1,741 New
HCM
749
Hall Capital Management
Rhode Island
$235K +$122K +830 New
IAIM
750
International Assets Investment Management
Florida
$234K +$259K +1,763 New