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Bloom Energy
BE

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1151
Dogwood Wealth Management
Kansas
$37.5K +$7.43K +29 +31%
MI
1152
Markowski Investments
Florida
$37.2K +$31.5K +123 New
CFSG
1153
Community Financial Services Group
Vermont
$36.2K -$6.41K -25 -17%
ADL
1154
Asset Dedication LLC
California
$35.4K +$4.36K +17 +17%
KAS
1155
Kemnay Advisory Services
New York
$34.5K -$137K -535 -82%
EP
1156
Essential Partners
California
$34.5K -$39.5K -154 -57%
ACM
1157
Accent Capital Management
Ohio
$34.5K +$2.31K +9 +9%
TFA
1158
Transamerica Financial Advisors
Florida
$34.5K +$25.4K +99 +660%
MAFA
1159
MJT & Associates Financial Advisory
Minnesota
$33.9K +$9.48K +37 +49%
TPCW
1160
TD Private Client Wealth
New York
$33.9K +$6.66K +26 +30%
WA
1161
WPG Advisers
Maryland
$31.8K -$55.6K -217 -67%
PTC
1162
Private Trust Company
Ohio
$31.2K +$13.6K +53 +106%
LS
1163
Livforsakringsbolaget Skandia
Sweden
$30.3K – – –
BCM
1164
Blume Capital Management
California
$30.3K – – –
MEG
1165
Millstone Evans Group
Colorado
$30.3K – – –
IA
1166
IFG Advisory
Georgia
$30.3K +$25.6K +100 New
TWD
1167
True Wealth Design
Ohio
$30K -$7.17K -28 -22%
AWA
1168
Acumen Wealth Advisors
Tennessee
$29.7K +$769 +3 +3%
APFP
1169
Action Point Financial Planning
Michigan
$29.4K +$25.4K +99 New
RA
1170
RiverPark Advisors
New York
$29.1K -$117K -458 -83%
CSC
1171
Caldwell Sutter Capital
California
$28.8K -$2.56K -10 -10%
BIA
1172
Bell Investment Advisors
California
$28.2K +$512 +2 +2%
OA
1173
Operose Advisors
Wisconsin
$28.2K – – –
KFG
1174
Kingdom Financial Group
Arizona
$26.9K -$2.82K -11 -11%
SHIM
1175
Stone House Investment Management
Pennsylvania
$26.6K +$9.22K +36 +69%
45 46
47
48 49