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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
426
Jeppson Wealth Management
California
$33K +$32.6K +467 New
EWM
427
Endurance Wealth Management
Rhode Island
$32K – – –
TCOV
428
Trust Company of Vermont
Vermont
$31K +$20.9K +300 +214%
GFPC
429
Global Financial Private Client
Florida
$30.1K +$24.9K +357 +489%
BBHC
430
Brown Brothers Harriman & Co
New York
$28K -$74.9K -1,074 -73%
CBT
431
Central Bank & Trust
Kentucky
$28K -$1.88K -27 -6%
SIS
432
Sound Income Strategies
Florida
$28K – – –
PWMG
433
Prestige Wealth Management Group
New Jersey
$28K +$13.9K +200 +100%
FP
434
Financial Perspectives
Minnesota
$28K +$6.28K +90 +29%
CA
435
Clearstead Advisors
Ohio
$27K +$23K +330 +733%
CFA
436
Carroll Financial Associates
North Carolina
$25K +$4.18K +60 +20%
HNB
437
Huntington National Bank
Ohio
$25K +$17.4K +250 +250%
CTB
438
Country Trust Bank
Illinois
$24K – – –
RWG
439
Regal Wealth Group
California
$23K -$209 -3 -0.9%
NIM
440
NuWave Investment Management
New Jersey
$23K +$23.1K +331 New
TPCW
441
TD Private Client Wealth
New York
$22.5K +$12.2K +175 +122%
LDFR
442
Lehman & Derafelo Financial Resources
Pennsylvania
$22K +$21.2K +304 New
RG
443
Retirement Group
California
$22K +$21.3K +306 New
DOA
444
D'Orazio & Associates
Virginia
$21K -$34.9K -500 -63%
HWM
445
HighMark Wealth Management
Minnesota
$21K +$20.2K +290 New
TWA
446
TCI Wealth Advisors
Arizona
$20K – – –
CFFP
447
Center for Financial Planning
Michigan
$20K +$3.69K +53 +23%
KFS
448
Kelly Financial Services
Massachusetts
$19.5K -$8.99K -129 -32%
CG
449
Cutler Group
California
$19K -$250K -3,580 -93%
HWA
450
HHM Wealth Advisors
Tennessee
$18K – – –