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Bloom Energy
BE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1151
Abound Wealth Management
Tennessee
$42.7K -$3.84K -15 -10%
AW
1152
Ankerstar Wealth
Texas
$42.1K – – –
CWA
1153
Carolina Wealth Advisors
South Carolina
$40.9K +$11.8K +46 +52%
GA
1154
GoalVest Advisory
New York
$40K +$512 +2 +2%
BWL
1155
Bogart Wealth LLC
Virginia
$40K +$29.7K +116 +725%
VWA
1156
Valued Wealth Advisors
Utah
$38.7K – – –
UOTTAIMCU
1157
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$38.1K – – –
DWM
1158
Dogwood Wealth Management
Kansas
$37.5K +$7.43K +29 +31%
MI
1159
Markowski Investments
Florida
$37.2K +$31.5K +123 New
CFSG
1160
Community Financial Services Group
Vermont
$36.2K -$6.41K -25 -17%
ADL
1161
Asset Dedication LLC
California
$35.4K +$4.36K +17 +17%
KAS
1162
Kemnay Advisory Services
New York
$34.5K -$137K -535 -82%
EP
1163
Essential Partners
California
$34.5K -$39.5K -154 -57%
ACM
1164
Accent Capital Management
Ohio
$34.5K +$2.31K +9 +9%
TFA
1165
Transamerica Financial Advisors
Florida
$34.5K +$25.4K +99 +660%
MAFA
1166
MJT & Associates Financial Advisory
Minnesota
$33.9K +$9.48K +37 +49%
TPCW
1167
TD Private Client Wealth
New York
$33.9K +$6.66K +26 +30%
WA
1168
WPG Advisers
Maryland
$31.8K -$55.6K -217 -67%
PTC
1169
Private Trust Company
Ohio
$31.2K +$13.6K +53 +106%
LS
1170
Livforsakringsbolaget Skandia
Sweden
$30.3K – – –
BCM
1171
Blume Capital Management
California
$30.3K – – –
MEG
1172
Millstone Evans Group
Colorado
$30.3K – – –
IA
1173
IFG Advisory
Georgia
$30.3K +$25.6K +100 New
TWD
1174
True Wealth Design
Ohio
$30K -$7.17K -28 -22%
AWA
1175
Acumen Wealth Advisors
Tennessee
$29.7K +$769 +3 +3%
45 46
47
48 49