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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
476
AE Wealth Management
Kansas
$1.01M -$912K -5,579 -50%
BFG
477
Bleakley Financial Group
New Jersey
$1.01M +$919K +5,618 New
S
478
swisspartners
Liechtenstein
$1.01M – – –
EMG
479
ETF Managers Group
New Jersey
$984K -$6.02M -36,789 -87%
TWC
480
TD Waterhouse Canada
Ontario, Canada
$983K -$118K -719 -12%
KJHP
481
K.J. Harrison & Partners
Ontario, Canada
$973K +$654K +4,000 New
TM
482
Triatomic Management
California
$970K – – –
CWM
483
Congress Wealth Management
Massachusetts
$959K +$42.5K +260 +5%
TF
484
TIAA FSB
Florida
$956K +$311K +1,902 +56%
EF
485
Empirical Finance
Pennsylvania
$955K +$104K +633 +14%
ML
486
McAdam LLC
Pennsylvania
$945K -$229K -1,399 -27%
GVAG
487
Great Valley Advisor Group
Delaware
$940K +$456K +2,786 +114%
MLL
488
Moody Lynn & Lieberson
Massachusetts
$939K +$855K +5,230 New
MWAM
489
Manhattan West Asset Management
California
$934K +$24.9K +152 +3%
WJWM
490
Williams Jones Wealth Management
New York
$924K +$841K +5,145 New
AIP
491
Almanack Investment Partners
Pennsylvania
$921K -$1.54M -9,448 -65%
MA
492
Montag & Associates
Georgia
$919K +$542K +3,315 +184%
DG
493
DMC Group
Alabama
$918K +$194K +1,189 +30%
GT
494
Greenleaf Trust
Michigan
$910K +$368K +2,251 +80%
AFS
495
Aft Forsyth & Sober
Florida
$907K – – –
QFA
496
Quattro Financial Advisors
Texas
$898K -$818K -5,000 -50%
AIA
497
Arbor Investment Advisors
North Carolina
$898K +$818K +5,000 New
GC
498
Gruss & Co
Florida
$898K +$818K +5,000 New
LS
499
Livforsakringsbolaget Skandia
Sweden
$898K – – –
CPC
500
Cookson Peirce & Co
Pennsylvania
$890K +$810K +4,956 New
18 19
20
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