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Bloom Energy
BE

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
901
Operose Advisors
Wisconsin
$12.6K – – –
EC
902
Elequin Capital
New York
$12.5K -$16.9K -115 -56%
BIA
903
Bell Investment Advisors
California
$12.3K +$4.26K +29 +47%
CWA
904
Carolina Wealth Advisors
South Carolina
$12.1K +$13.1K +89 New
TPCW
905
TD Private Client Wealth
New York
$11.7K +$11.7K +80 +1,333%
MAFA
906
MJT & Associates Financial Advisory
Minnesota
$10.2K +$3.67K +25 +50%
CCWM
907
Cassaday & Co Wealth Management
Virginia
$9.48K +$10.3K +70 New
CFO
908
CVA Family Office
Colorado
$8.81K +$9.54K +65 New
SWM
909
Spire Wealth Management
Virginia
$8.4K +$1.76K +12 +24%
ZBNA
910
Zions Bancorporation, National Association
Utah
$7.72K +$8.37K +57 New
SHIM
911
Stone House Investment Management
Pennsylvania
$7.04K +$3.08K +21 +68%
HBW
912
Hazlett, Burt & Watson
West Virginia
$7K – – –
BFS
913
Bare Financial Services
Pennsylvania
$6.91K -$4.55K -31 -38%
BSB
914
Bangor Savings Bank
Maine
$6.78K – – –
PTC
915
Private Trust Company
Ohio
$6.78K +$6.46K +44 +733%
CFD
916
Creative Financial Designs
Indiana
$6.78K +$7.34K +50 New
MA
917
MCF Advisors
Kentucky
$6.5K – – –
BBPWM
918
Blue Bell Private Wealth Management
Pennsylvania
$5.69K +$6.16K +42 New
RWS
919
Retirement Wealth Solutions
Wisconsin
$5.29K +$734 +5 +15%
PWMG
920
Private Wealth Management Group
New Jersey
$5.01K +$440 +3 +9%
AW
921
Avion Wealth
Texas
$5K +$1.91K +13 +42%
PUI
922
Purpose Unlimited Inc
$4.88K -$200K -1,364 -97%
RIAS
923
Rachor Investment Advisory Services
Michigan
$4.47K +$4.26K +29 +725%
PGAM
924
Princeton Global Asset Management
New Jersey
$4.2K – – –
T
925
Tidemark
California
$4.2K +$4.55K +31 New
35 36
37
38 39