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Bloom Energy
BE

Name Holding Trade Value Shares
Change 		Change in
Stake
W
876
WealthCollab
Washington
$20.3K +$22K +150 New
CFSG
877
Community Financial Services Group
Vermont
$19.9K +$22K +150 New
TF
878
Tompkins Financial
New York
$19.4K +$21K +143 New
AW
879
Ankerstar Wealth
Texas
$18.8K +$20.4K +139 New
SA
880
Scarborough Advisors
Maryland
$18.3K +$2.2K +15 +13%
GXJ
881
Global X Japan
Japan
$17.6K -$47.8K -326 -71%
GA
882
GoalVest Advisory
New York
$17.6K +$1.47K +10 +8%
VWA
883
Valued Wealth Advisors
Utah
$17.3K -$21.9K -149 -54%
TWD
884
True Wealth Design
Ohio
$17.2K +$1.76K +12 +10%
UOTTAIMCU
885
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$17.1K – – –
RFP
886
Root Financial Partners
California
$14.9K +$6.31K +43 +64%
CSC
887
Caldwell Sutter Capital
California
$14.2K -$5.87K -40 -28%
ACM
888
Accent Capital Management
Ohio
$14.2K +$734 +5 +5%
FFO
889
Fortitude Family Office
Arizona
$14.1K +$8.07K +55 +112%
FHC
890
First Horizon Corporation
Tennessee
$13.7K -$587 -4 -4%
ADL
891
Asset Dedication LLC
California
$13.5K – – –
BCM
892
Blume Capital Management
California
$13.5K – – –
MEG
893
Millstone Evans Group
Colorado
$13.5K – – –
FCMT
894
Founders Capital Management (Texas)
Texas
$13.5K +$14.7K +100 New
FDW
895
Fourth Dimension Wealth
Ohio
$13.5K +$14.7K +100 New
KFG
896
Kingdom Financial Group
Arizona
$13.5K +$14.7K +100 New
LAS
897
Lloyd Advisory Services
Georgia
$13.5K +$14.7K +100 New
DWP
898
Destiny Wealth Partners
Florida
$13.3K +$14.4K +98 New
AWA
899
Acumen Wealth Advisors
Tennessee
$12.9K -$1.91K -13 -12%
DWM
900
Dogwood Wealth Management
Kansas
$12.9K +$8.22K +56 +144%
34 35
36
37 38