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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
AF
451
Allworth Financial
California
$289K -$12.7K -245 -6%
DWP
452
Daymark Wealth Partners
Ohio
$287K +$212K +4,103 New
S
453
SignatureFD
Georgia
$282K -$12K -232 -5%
PCM
454
Perkins Capital Management
Minnesota
$280K
SCM
455
Stevens Capital Management
Pennsylvania
$278K +$205K +3,970 New
QL
456
Quarry LP
New York
$278K +$205K +3,963 New
WANY
457
Wealthspire Advisors (New York)
New York
$277K +$205K +3,953 New
IA
458
IFG Advisory
Georgia
$275K +$203K +3,925 New
AG
459
AlTi Global
New York
$274K -$16.1K -311 -7%
FRA
460
Frank Rimerman Advisors
California
$272K +$201K +3,880 New
TAM
461
Trust Asset Management
Texas
$271K +$200K +3,866 New
DMBA
462
Deseret Mutual Benefit Administrators
Utah
$271K -$55.8K -1,079 -22%
RC
463
Reik & Co
New York
$268K +$198K +3,830 New
MPAM
464
Murphy Pohlad Asset Management
Minnesota
$268K +$198K +3,824 New
FCG
465
Fielder Capital Group
Tennessee
$266K -$16.9K -327 -8%
CWM
466
Cornerstone Wealth Management
Missouri
$266K +$196K +3,793 New
Macquarie Group
467
Macquarie Group
Australia
$265K -$218K -4,218 -53%
DEA
468
DoubleLine ETF Adviser
Florida
$263K -$24.1K -466 -11%
EPW
469
Evolve Private Wealth
California
$263K +$194K +3,753 New
NSAM
470
North Star Asset Management
Wisconsin
$263K +$194K +3,750 New
WPC
471
Wedmont Private Capital
Pennsylvania
$261K -$37.6K -727 -16%
ASA
472
Axxion S.A.
Luxembourg
$259K +$191K +3,700 New
Fidelity International
473
Fidelity International
Bermuda
$255K +$188K +3,641 New
OL
474
Optas LLC
Texas
$255K +$188K +3,640 New
RS
475
Rakuten Securities
Japan
$248K -$47.1K -910 -20%