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Beam Global

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1
Integrity Wealth Advisors
California
$2.52M +$3.27M +795,039 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.95M
BlackRock
3
BlackRock
New York
$591K +$361 +88 +0%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$444K -$2.83K -689 -0.5%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$305K +$107K +25,934 +37%
GAA
6
Green Alpha Advisors
Colorado
$190K +$54.1K +13,162 +28%
Northern Trust
7
Northern Trust
Illinois
$173K +$76.5K +18,628 +52%
VCM
8
Virtue Capital Management
Tennessee
$159K +$164K +40,000 +400%
State Street
9
State Street
Massachusetts
$157K +$17.3K +4,200 +9%
BA
10
Bard Associates
Illinois
$138K -$46.5K -11,315 -21%
XT
11
XTX Topco
Cayman Islands
$133K +$88.5K +21,548 +106%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$112K +$19.2K +4,665 +15%
Lido Advisors
13
Lido Advisors
California
$93K -$15.7K -3,833 -12%
Luther King Capital Management (LKCM)
14
Luther King Capital Management (LKCM)
Texas
$84.5K
PI
15
PFG Investments
New York
$76.9K
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$63K
AWM
17
AE Wealth Management
Kansas
$52.6K -$1.35K -328 -2%
Morgan Stanley
18
Morgan Stanley
New York
$43.1K +$14.2K +3,454 +34%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$39.2K +$50.8K +12,376 New
Simplex Trading
20
Simplex Trading
Illinois
$39K +$24.5K +5,953 +92%
Bank of America
21
Bank of America
North Carolina
$33.8K -$2.05K -499 -4%
Osaic Holdings
22
Osaic Holdings
Arizona
$16.5K +$9.83K +2,394 +85%
JFA
23
JNBA Financial Advisors
Minnesota
$12.7K
RS
24
R Squared
Hong Kong
$11.9K +$15.4K +3,740 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$11K -$5.75K -1,399 -29%