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Bloom Energy
BE

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
1051
Interchange Capital Partners
Pennsylvania
$228K +$193K +752 New
HNB
1052
Huntington National Bank
Ohio
$227K +$29K +113 +18%
CPWL
1053
Coquina Private Wealth LLC
Florida
$227K +$192K +750 New
JGC
1054
J. Goldman & Co
New York
$227K +$192K +750 New
CW
1055
Channel Wealth
California
$227K +$192K +749 New
AA
1056
Advisory Alpha
Michigan
$226K +$191K +747 New
BFG
1057
Berger Financial Group
Minnesota
$225K +$190K +742 New
CIS
1058
Continental Investors Services
Washington
$223K +$29K +113 +13%
IA
1059
Inspire Advisors
Idaho
$222K -$493K -1,924 -71%
AIP
1060
Arrowpoint Investment Partners
Singapore
$221K +$187K +729 New
FMI
1061
Frec Markets Inc
California
$215K +$182K +711 New
CFS
1062
CRA Financial Services
New Jersey
$214K +$181K +707 New
SWTS
1063
Stonehaven Wealth & Tax Solutions
Wisconsin
$214K +$181K +706 New
AL
1064
Aspiriant LLC
California
$212K +$180K +702 New
MAWCM
1065
Mine & Arao Wealth Creation & Management
California
$212K +$179K +700 New
PVI
1066
Pine Valley Investments
New Jersey
$210K +$178K +694 New
AIM
1067
Aspen Investment Management
Michigan
$209K +$177K +689 New
VC
1068
VarCov Co
Connecticut
$209K +$177K +689 New
MYIA
1069
Mount Yale Investment Advisors
Colorado
$208K +$176K +686 New
NIP
1070
Nicholas Investment Partners
California
$207K -$28.4M -110,865 -99%
EBA
1071
Eagle Bay Advisors
New York
$206K +$174K +681 New
PIA
1072
Pinion Investment Advisors
Kansas
$205K +$174K +678 New
WA
1073
Westfuller Advisors
New York
$205K – – –
SQA
1074
Simon Quick Advisors
New Jersey
$205K +$173K +676 New
MSFS
1075
Main Street Financial Solutions
Pennsylvania
$204K +$173K +674 New
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