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Bloom Energy
BE

Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
801
Beacon Investment Advisory Services
New Jersey
$135K +$147K +1,000 New
HBT
802
Hills Bank & Trust
Iowa
$135K +$147K +1,000 New
SIC
803
Salem Investment Counselors
North Carolina
$135K +$147K +1,000 New
BWA
804
Basecamp Wealth Advisors
Washington
$132K +$2.79K +19 +2%
KC
805
Knuff & Co
California
$117K +$127K +865 New
MAM
806
Meeder Asset Management
Ohio
$115K +$111K +756 +804%
PWA
807
Physician Wealth Advisors
Utah
$106K +$109K +743 +2,064%
SIS
808
Sound Income Strategies
Florida
$103K +$2.94K +20 +3%
GWP
809
Gen-Wealth Partners
Michigan
$103K +$8.07K +55 +8%
BC
810
Brookfield Corp
Ontario, Canada
$101K -$2.23M -15,223 -95%
S
811
Sachetta
Massachusetts
$99.6K – – –
UB
812
UMB Bank
Missouri
$94.8K – – –
WA
813
Westfuller Advisors
New York
$91.7K -$80.3K -547 -45%
KAS
814
Kemnay Advisory Services
New York
$87.9K +$11.7K +80 +14%
RIL
815
Rothschild Investment LLC
Illinois
$87.5K +$9.54K +65 +11%
HNB
816
Huntington National Bank
Ohio
$86.4K +$52.5K +358 +128%
PPC
817
Park Place Capital
Alabama
$86K +$93.2K +635 New
TFM
818
TFC Financial Management
Massachusetts
$83.7K +$7.49K +51 +9%
MMCM
819
Murphy & Mullick Capital Management
New York
$81.3K – – –
BCPWM
820
Bradley & Co Private Wealth Management
Florida
$81.3K +$88.1K +600 New
RA
821
RiverPark Advisors
New York
$75.1K -$1.03K -7 -1%
BP
822
BNP Paribas
France
$69.3K +$84.5K +576 New
CFFP
823
Center for Financial Planning
Michigan
$68K -$11.3K -77 -13%
LWM
824
Lodestone Wealth Management
Washington
$67.7K – – –
KFAS
825
Keating Financial Advisory Services
Kansas
$66.4K +$6.02K +41 +9%
31 32
33
34 35