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Bloom Energy
BE

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
926
Pure Financial Advisors
California
$376K +$318K +1,242 New
FG
927
Foster Group
Iowa
$373K +$316K +1,233 New
FFA
928
Founders Financial Alliance
North Carolina
$372K +$315K +1,229 New
MNBTD
929
Moody National Bank Trust Division
Texas
$371K -$142K -555 -31%
TWM
930
Thrive Wealth Management
Pennsylvania
$371K -$96.8K -378 -24%
LFAS
931
Level Four Advisory Services
Texas
$370K +$313K +1,221 New
BEI
932
Benjamin Edwards Inc
Missouri
$367K +$311K +1,213 New
EWA
933
EverSource Wealth Advisors
Alabama
$361K +$42.5K +166 +16%
BW
934
BostonPremier Wealth
Massachusetts
$356K -$93K -363 -24%
NWAG
935
Net Worth Advisory Group
Utah
$355K +$301K +1,173 New
HAS
936
HBW Advisory Services
California
$354K +$300K +1,170 New
TF
937
Trek Financial
Arizona
$352K +$298K +1,163 New
CWM
938
Cornerstone Wealth Management
Missouri
$350K +$296K +1,156 New
SF
939
Symphony Financial
Texas
$345K +$301K +1,174 New
EWM
940
Endowment Wealth Management
Wisconsin
$344K +$291K +1,137 New
EMFAT
941
Emerald Mutual Fund Advisers Trust
Pennsylvania
$344K -$89.9M -351,043 -100%
FMI
942
F/M Investments
District of Columbia
$344K -$1.27M -4,948 -81%
CAG
943
Csenge Advisory Group
Florida
$342K +$290K +1,131 New
ATC
944
Argent Trust Co
Tennessee
$342K +$289K +1,129 New
S
945
Sunpointe
Missouri
$341K +$289K +1,128 New
A
946
Argentarii
Ohio
$341K – – –
IIM
947
IFC & Insurance Marketing
California
$341K +$288K +1,125 New
FFP
948
FourThought Financial Partners
Florida
$338K -$338K -1,318 -54%
WPW
949
Waldron Private Wealth
Pennsylvania
$338K +$286K +1,117 New
AIC
950
Archer Investment Corporation
Indiana
$337K +$285K +1,113 New
36 37
38
39 40