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Bloom Energy
BE

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
1201
Cornerstone Planning Group
New Jersey
$13.3K -$6.15K -24 -28%
T
1202
Tidemark
California
$13K +$3.07K +12 +39%
CCWM
1203
Cassaday & Co Wealth Management
Virginia
$12.1K -$7.69K -30 -43%
HI
1204
Hoey Investments
Pennsylvania
$10.6K +$8.97K +35 New
PWMG
1205
Private Wealth Management Group
New Jersey
$10.3K -$769 -3 -8%
PGAM
1206
Princeton Global Asset Management
New Jersey
$9.38K – – –
HC
1207
Hurley Capital
New York
$9.08K – – –
RWM
1208
Raffa Wealth Management
District of Columbia
$9.08K +$3.07K +12 +67%
BCM
1209
Boreal Capital Management
Florida
$9.08K +$7.69K +30 New
CAM
1210
Close Asset Management
United Kingdom
$9K +$7.94K +31 New
MAM
1211
Marquette Asset Management
Minnesota
$8.48K – – –
SL
1212
Salomon & Ludwin
Virginia
$8.4K – – –
IAS
1213
IMA Advisory Services
Colorado
$8.17K +$2.05K +8 +42%
CT
1214
Clearstead Trust
Maine
$7.57K – – –
AIS
1215
Advocate Investing Services
Maryland
$7.57K +$6.41K +25 New
MCP
1216
Miller Capital Partners
Michigan
$7.57K +$6.41K +25 New
RBC
1217
Roble Belko & Company
Pennsylvania
$7K – – –
MCM
1218
Manchester Capital Management
Vermont
$6.96K +$1.79K +7 +44%
GK
1219
Graney & King
New York
$6.36K – – –
QL
1220
Quarry LP
New York
$6.36K +$512 +2 +11%
NECFA
1221
New England Capital Financial Advisors
Connecticut
$6.05K – – –
LC
1222
Luminist Capital
Michigan
$6.05K +$5.12K +20 New
WB
1223
Webster Bank
Connecticut
$6.05K +$5.12K +20 New
FMTCOCP
1224
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K +$5.12K +20 New
IFWM
1225
Institute for Wealth Management
Colorado
$5.53K +$4.61K +18 New
47 48
49
50 51