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Bloom Energy
BE

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1101
Morse Asset Management
Connecticut
$129K +$109K +426 New
OCWP
1102
Owl Creek Wealth Partners
Colorado
$117K -$5.12K -20 -5%
TFA
1103
Toth Financial Advisory
Virginia
$115K +$49.4K +193 +103%
BF
1104
BOK Financial
Oklahoma
$113K +$12K +47 +14%
BC
1105
Brookfield Corp
Ontario, Canada
$111K -$97.1K -379 -51%
SEP
1106
Signature Equity Partners
Ohio
$108K -$21K -82 -19%
VCM
1107
Versant Capital Management
Arizona
$105K +$3.07K +12 +4%
SCM
1108
Silvant Capital Management
Georgia
$105K +$88.6K +346 New
LFG
1109
Larson Financial Group
Missouri
$104K +$18.7K +73 +27%
CMA
1110
Cedar Mountain Advisors
Oregon
$101K – – –
EC
1111
Elequin Capital
New York
$96.6K +$58.2K +227 +247%
PAG
1112
Paladin Advisory Group
Iowa
$96.3K – – –
MPWT
1113
MassMutual Private Wealth & Trust
Connecticut
$94.4K +$26.6K +104 +50%
HP
1114
Havemeyer Place
Connecticut
$92.9K +$78.7K +307 New
CFB
1115
Cullen/Frost Bankers
Texas
$91.1K +$13.3K +52 +21%
SC
1116
Stance Capital
Massachusetts
$89.3K -$2.34M -9,115 -97%
LI
1117
LRI Investments
Florida
$89K -$184K -717 -71%
RF
1118
Rossby Financial
Florida
$88.1K +$2.56K +10 +4%
ATC
1119
Adirondack Trust Company
New York
$86.9K +$22.3K +87 +44%
MA
1120
MCF Advisors
Kentucky
$84.2K +$58.9K +230 +479%
DCBT
1121
Dakota Community Bank & Trust
North Dakota
$80.2K +$67.9K +265 New
NB
1122
NBH Bank
Colorado
$80.2K +$67.9K +265 New
OAM
1123
Ostrum Asset Management
France
$79.9K -$203K -792 -75%
WIM
1124
Westside Investment Management
California
$79.3K +$7.69K +30 +13%
HWA
1125
Heritage Wealth Advisors
Virginia
$77.8K – – –
43 44
45
46 47