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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
IDA
326
Intelligence Driven Advisers
California
$283K +$279K +4,000 New
IWC
327
Integrated Wealth Concepts
Massachusetts
$272K +$268K +3,840 New
WA
328
Winfield Associates
Ohio
$271K +$267K +3,825 New
EWA
329
Evolution Wealth Advisors
Florida
$268K -$632K -9,070 -71%
IAA
330
Independent Advisor Alliance
North Carolina
$268K +$275K +3,951 New
DCM
331
Driehaus Capital Management
Illinois
$267K +$32.2K +462 +14%
APW
332
Aurora Private Wealth
New Jersey
$252K +$248K +3,555 New
FGA
333
Fortis Group Advisors
New Jersey
$250K +$248K +3,552 New
BII
334
Bainco International Investors
Massachusetts
$248K – – –
VAG
335
VisionPoint Advisory Group
Texas
$246K +$37.9K +543 +18%
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$245K +$227K +3,262 +1,631%
PAS
337
Partnervest Advisory Services
California
$245K +$241K +3,461 New
JSL
338
JT Stratford LLC
Georgia
$244K -$52.6K -754 -18%
SF
339
Synovus Financial
Georgia
$244K +$12.3K +177 +5%
JWCA
340
J.W. Cole Advisors
Florida
$243K +$239K +3,431 New
KF
341
Krilogy Financial
Missouri
$237K +$233K +3,345 New
AFP
342
Ausdal Financial Partners
Iowa
$234K +$231K +3,314 New
WSTAM
343
Wilbanks Smith & Thomas Asset Management
Virginia
$232K – – –
SPIA
344
Steward Partners Investment Advisory
New York
$228K +$72.9K +1,045 +48%
PWP
345
Principle Wealth Partners
Connecticut
$226K +$153K +2,200 +220%
QT
346
Quantamental Technologies
New York
$226K +$222K +3,190 New
AIP
347
ARS Investment Partners
New York
$226K +$223K +3,200 New
SAM
348
Summit Asset Management
Tennessee
$225K +$221K +3,174 New
KWM
349
Keebeck Wealth Management
Illinois
$221K +$218K +3,130 New
RHBC
350
R.H. Bluestein & Co
Michigan
$220K -$139K -2,000 -39%