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Beam Global

Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
Bard Associates
Illinois
$1.31M +$1.4M +264,719 New
Creative Planning
2
Creative Planning
Kansas
$754K +$808K +152,717 New
Lido Advisors
3
Lido Advisors
California
$529K +$567K +107,216 New
Millennium Management
4
Millennium Management
New York
$269K +$288K +54,432 New
Goldman Sachs
5
Goldman Sachs
New York
$162K +$173K +32,755 New
Hudson Bay Capital Management
6
Hudson Bay Capital Management
Connecticut
$135K +$144K +27,300 New
CC
7
Cannell & Co
New York
$99K +$106K +20,000 New
Bank of America
8
Bank of America
North Carolina
$15K +$15.8K +2,990 New
TRCT
9
Tower Research Capital (TRC)
New York
$7K +$7.76K +1,466 New
Morgan Stanley
10
Morgan Stanley
New York
$7K +$7.94K +1,500 New
UBS Group
11
UBS Group
Switzerland
$6K +$6.33K +1,197 New
Deutsche Bank
12
Deutsche Bank
Germany
$3K +$3.66K +692 New
Wells Fargo
13
Wells Fargo
California
$2K +$2.12K +400 New
HI
14
Human Investing
Oregon
+$106 +20 New