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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
451
TimeScale Financial
Massachusetts
$938K – – –
PFS
452
Prospera Financial Services
Texas
$937K -$1.24M -7,509 -55%
NMO
453
Newlands Management Operations
Texas
$930K – – –
OTPPB
454
Ontario Teachers' Pension Plan Board
Ontario, Canada
$928K -$61.4K -372 -6%
AAS
455
Avantax Advisory Services
Texas
$926K -$23.1K -140 -2%
EF
456
Empirical Finance
Pennsylvania
$924K +$115K +700 +13%
BA
457
Bristlecone Advisors
Washington
$919K +$41.9K +254 +4%
PFO
458
Pathstone Family Office
New Jersey
$912K -$2.32M -14,039 -71%
V
459
Veritable
Delaware
$898K -$16.8K -102 -2%
LPT
460
Legacy Private Trust
Wisconsin
$897K +$964K +5,843 New
MCC
461
Money Concepts Capital
Florida
$894K -$28.9K -175 -3%
SPIA
462
Steward Partners Investment Advisory
New York
$892K -$25.6K -155 -3%
AWM
463
AE Wealth Management
Kansas
$891K +$29.5K +179 +3%
WS
464
Wedbush Securities
California
$890K -$1.81K -11 -0.2%
CCC
465
Chelsea Counsel Company
California
$888K – – –
CTFG
466
Capstone Triton Financial Group
Oklahoma
$886K -$105K -638 -10%
LC
467
Lavaca Capital
Texas
$880K – – –
IAA
468
Independent Advisor Alliance
North Carolina
$879K +$945K +5,726 New
OSAM
469
O'Shaughnessy Asset Management
Connecticut
$873K -$633K -3,839 -40%
GKWIM
470
Gerber Kawasaki Wealth & Investment Management
California
$871K -$487K -2,955 -34%
TWC
471
TD Waterhouse Canada
Ontario, Canada
$869K -$14.2K -86 -2%
CWM
472
Congress Wealth Management
Massachusetts
$853K +$40.7K +247 +5%
SW
473
SteelPeak Wealth
California
$852K -$142K -860 -13%
BPA
474
Beacon Pointe Advisors
California
$850K +$536K +3,248 +142%
BIAS
475
Beacon Investment Advisory Services
New Jersey
$850K -$15.5K -94 -2%
17 18
19
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