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Beam Global

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
51
Center for Financial Planning
Michigan
$7.38K – – –
IA
52
IFP Advisors
Florida
$3.54K -$4.16K -445 -48%
AF
53
Allworth Financial
California
$2.21K – – –
AIC
54
Archer Investment Corporation
Indiana
$2.21K – – –
CAS
55
Coppell Advisory Solutions
Texas
$1.75K – – –
SS
56
Sunbelt Securities
Texas
$1.48K – – –
PGAM
57
Princeton Global Asset Management
New Jersey
$1.11K – – –
PFBT
58
Parkside Financial Bank & Trust
Missouri
$473 – – –
WFA
59
West Financial Advisors
Iowa
$362 – – –
CPG
60
Cornerstone Planning Group
New Jersey
$332 – – –
BWL
61
Bogart Wealth LLC
Virginia
$295 – – –
NA
62
NewEdge Advisors
Louisiana
$118 -$1.87K -200 -93%
TF
63
Tompkins Financial
New York
$37 – – –
JP Morgan Chase
64
JP Morgan Chase
New York
$22 -$425K -45,426 -100%
VAG
65
VisionPoint Advisory Group
Texas
$15 – – –
First Trust Advisors
66
First Trust Advisors
Illinois
– -$625K -60,391 Closed
PM
67
Precept Management
Texas
– -$414K -40,000 Closed
Renaissance Technologies
68
Renaissance Technologies
New York
– -$198K -19,100 Closed
BFM
69
Boothbay Fund Management
New York
– -$182K -17,619 Closed
VIA
70
Vident Investment Advisory
Georgia
– -$128K -12,364 Closed
OQS
71
Occudo Quantitative Strategies
Florida
– -$113K -10,950 Closed
CM
72
Caption Management
Oklahoma
– -$93.6K -10,000 Closed
QL
73
Quarry LP
New York
– -$67.5K -6,520 Closed
FIA
74
FNY Investment Advisers
New York
– -$51K -5,000 Closed
QT
75
Quantbot Technologies
New York
– -$41.2K -3,977 Closed