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Beam Global

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$11K -$5.75K -1,399 -29%
UBS Group
27
UBS Group
Switzerland
$8.46K -$29.4K -7,148 -73%
NFSG
28
Newbridge Financial Services Group
Florida
$6.45K +$140 +34 +2%
CFFP
29
Center for Financial Planning
Michigan
$3.17K – – –
JP Morgan Chase
30
JP Morgan Chase
New York
$2.39K – – –
Wells Fargo
31
Wells Fargo
California
$1.98K -$288 -70 -10%
BF
32
BOK Financial
Oklahoma
$1.67K – – –
SS
33
Sunbelt Securities
Texas
$648 – – –
APW
34
Aventura Private Wealth
Florida
$634 +$822 +200 New
PS
35
Principal Securities
Iowa
$523 – – –
PGAM
36
Princeton Global Asset Management
New Jersey
$476 – – –
CSB
37
City State Bank
Iowa
$317 +$411 +100 New
AF
38
Allworth Financial
California
$282 – – –
Jones Financial Companies
39
Jones Financial Companies
Missouri
$279 -$924 -225 -72%
MRP
40
Measured Risk Portfolios
California
$238 +$308 +75 New
PFBT
41
Parkside Financial Bank & Trust
Missouri
$203 – – –
SS
42
SBI Securities
Japan
$178 +$230 +56 New
MCM
43
MAI Capital Management
Ohio
$124 +$160 +39 New
FFA
44
Farther Finance Advisors
California
$79 +$103 +25 New
NA
45
NewEdge Advisors
Louisiana
$51 -$411 -100 -86%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$35 +$45 +11 New
TF
47
Tompkins Financial
New York
$16 – – –
AIC
48
AWM Investment Company
New York
– -$4.47M -911,173 Closed
OFA
49
Oak Family Advisors
Illinois
– -$252K -51,417 Closed
LPL Financial
50
LPL Financial
California
– -$243K -49,395 Closed