We are live on ! Find out more
BE icon

Bloom Energy
BE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMGO
1026
Capstone Wealth Management Group (Oregon)
Oregon
$257K +$217K +848 New
SWMP
1027
Signature Wealth Management Partners
New Jersey
$255K +$216K +844 New
FAM
1028
Formidable Asset Management
Ohio
$254K +$481K +1,877 New
EB
1029
Eastern Bank
Massachusetts
$254K +$215K +840 New
EWM
1030
Evercore Wealth Management
New York
$253K +$214K +835 New
HCM
1031
Hall Capital Management
Rhode Island
$251K – – –
C
1032
Certuity
Florida
$249K +$211K +822 New
PMA
1033
Prudent Man Advisors
Illinois
$247K +$209K +817 New
WG
1034
Warner Group
Connecticut
$246K +$208K +812 New
CWA
1035
Centerline Wealth Advisors
Kentucky
$242K +$205K +800 New
1C
1036
111 Capital
France
$241K +$204K +797 New
FCBT
1037
First Citizens Bank & Trust
North Carolina
$241K +$204K +795 New
AIP
1038
Almanack Investment Partners
Pennsylvania
$240K +$203K +793 New
CAP
1039
Cordoba Advisory Partners
New York
$238K -$210K -819 -51%
RBWA
1040
RFG - Bristol Wealth Advisors
Massachusetts
$238K +$202K +787 New
VL
1041
Vima LLC
Michigan
$237K +$200K +782 New
PCA
1042
Pallas Capital Advisors
Massachusetts
$235K +$199K +775 New
TC
1043
Trilogy Capital
California
$232K -$188K -734 -49%
GWP
1044
Gen-Wealth Partners
Michigan
$229K -$512 -2 -0.3%
CPA
1045
Capital Performance Advisors
California
$229K +$193K +755 New
ICP
1046
Interchange Capital Partners
Pennsylvania
$228K +$193K +752 New
HNB
1047
Huntington National Bank
Ohio
$227K +$29K +113 +18%
CPWL
1048
Coquina Private Wealth LLC
Florida
$227K +$192K +750 New
JGC
1049
J. Goldman & Co
New York
$227K +$192K +750 New
CW
1050
Channel Wealth
California
$227K +$192K +749 New
40 41
42
43 44