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Beam Global

Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Allworth Financial
California
$9K +$7.73K +147 +294%
SWA
52
SOA Wealth Advisors
New York
$9K +$11.2K +213 New
APA
53
American Portfolios Advisors
New York
$7.93K -$894 -17 -9%
TCM
54
Tradewinds Capital Management
Washington
$5K +$5.89K +112 New
EIP
55
Ellis Investment Partners
Pennsylvania
$4K +$5.26K +100 New
NWM
56
Navigation Wealth Management
Colorado
$4K +$5.26K +100 New
WP
57
WealthShield Partners
North Carolina
$4K +$5.26K +100 New
GAM
58
Gemmer Asset Management
California
$2K -$2.63K -50 -50%
NFG
59
Next Financial Group
Texas
$2K +$2.63K +50 New
HI
60
Human Investing
Oregon
$1K
PAM
61
Panagora Asset Management
Massachusetts
$1K
IA
62
IFP Advisors
Florida
$1K +$1.05K +20 New
Fidelity International
63
Fidelity International
Bermuda
-$3.79M -51,400 Closed
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
-$1.96M -26,603 Closed
CC
65
Carlson Capital
Texas
-$1.84M -25,000 Closed
FA
66
Friess Associates
Delaware
-$1.75M -23,761 Closed
EI
67
EAM Investors
California
-$1.05M -14,248 Closed
Capstone Investment Advisors
68
Capstone Investment Advisors
New York
-$451K -6,110 Closed
6CM
69
683 Capital Management
New York
-$406K -5,497 Closed
Bank of New York Mellon
70
Bank of New York Mellon
New York
-$319K -4,318 Closed
KAS
71
Kestra Advisory Services
Texas
-$287K -4,222 Closed
AGM
72
Alpine Global Management
New York
-$288K -3,903 Closed
BCM
73
Beddow Capital Management
Wyoming
-$277K -3,750 Closed
Creative Planning
74
Creative Planning
Kansas
-$267K -3,616 Closed
MFS
75
Mirabella Financial Services
United Kingdom
-$261K -3,540 Closed