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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
501
Perfromance Wealth Partners
Illinois
$214K +$158K +3,062 New
PFS
502
Prospera Financial Services
Texas
$214K -$3.86M -74,569 -96%
RA
503
RiverTree Advisors
Florida
$214K +$158K +3,052 New
EH
504
Equitable Holdings
New York
$213K +$157K +3,041 New
CFG
505
Citizens Financial Group
Rhode Island
$212K +$157K +3,025 New
FCMC
506
Founders Capital Management (Connecticut)
Connecticut
$210K +$155K +3,000 New
LCG
507
Lynx Capital Group
Ohio
$210K +$155K +3,000 New
SGC
508
Slocum, Gordon & Co
Rhode Island
$210K +$155K +3,000 New
AIP
509
Ameritas Investment Partners
Nebraska
$209K -$11.5K -223 -7%
AWA
510
Aaron Wealth Advisors
Illinois
$207K +$153K +2,959 New
BP
511
BNP Paribas
France
$207K – – –
AWC
512
Abundance Wealth Counselors
Pennsylvania
$207K +$153K +2,950 New
TWM
513
TriaGen Wealth Management
California
$205K +$151K +2,927 New
TCWA
514
Turtle Creek Wealth Advisors
Texas
$203K +$150K +2,899 New
MIA
515
MMBG Investment Advisors
Florida
$200K +$148K +2,860 New
GRP
516
Global Retirement Partners
California
$189K +$140K +2,702 New
KFA
517
Kelleher Financial Advisors
New York
$187K +$69.1K +1,335 +100%
ISS
518
Intesa Sanpaolo SpA.
Italy
$170K – – –
DB
519
Danske Bank
Denmark
$165K – – –
BWM
520
Bullock Wealth Management
Indiana
$164K – – –
TFA
521
Toth Financial Advisory
Virginia
$158K +$99.6K +1,925 +575%
IUHSA
522
Itau Unibanco Holding S.A.
Brazil
$157K -$259 -5 -0.2%
VCM
523
Versant Capital Management
Arizona
$153K +$52.4K +1,013 +86%
BC
524
Bayforest Capital
United Kingdom
$145K -$95.3K -1,842 -47%
GSWM
525
Golden State Wealth Management
California
$142K +$103K +2,000 +8,000%
19 20
21
22 23