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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
501
Heritage Wealth Advisors
Virginia
$41.6K – – –
RCM
502
Ravenstone Capital Management
$41.6K +$47.8K +1,000 New
S
503
Sachetta
Massachusetts
$41.5K -$526 -11 -1%
CFFP
504
Center for Financial Planning
Michigan
$41.1K – – –
MIHAS
505
Maj Invest Holding A/S
Denmark
$41K – – –
SAM
506
Shell Asset Management
Netherlands
$41K – – –
CWM
507
Crowley Wealth Management
Delaware
$40.5K +$46.6K +975 New
ADL
508
Asset Dedication LLC
California
$39.5K -$3.25K -68 -7%
SCM
509
Sterling Capital Management
North Carolina
$39K -$23.3K -487 -34%
AWM
510
Activest Wealth Management
Florida
$39K -$18.4K -386 -29%
CPA
511
Compass Planning Associates
Massachusetts
$37.4K +$43K +900 New
VWM
512
Venturi Wealth Management
Texas
$37.3K +$31.7K +664 +286%
HI
513
Harbour Investments
Wisconsin
$37K +$765 +16 +2%
GWM
514
Geneos Wealth Management
Colorado
$36.7K -$57.9K -1,212 -58%
OAJ
515
Ogorek Anthony Joseph
New York
$35K +$6.55K +137 +19%
PCM
516
Penserra Capital Management
California
$35K +$39.5K +827 +2,757%
HIA
517
Harbor Investment Advisory
Maryland
$33.3K -$88.1K -1,843 -70%
OAM
518
Ostrum Asset Management
France
$33.3K -$1.63K -34 -4%
WSFS
519
Wilmington Savings Fund Society
Delaware
$32.7K +$28.1K +587 +295%
BIG
520
Brooklyn Investment Group
New York
$32.4K -$19.9K -416 -35%
UB
521
UMB Bank
Missouri
$32.1K +$10.5K +219 +40%
DMBA
522
Deseret Mutual Benefit Administrators
Utah
$30.6K +$9.94K +208 +39%
SN
523
Sittner & Nelson
Oregon
$28.7K -$14.3K -300 -30%
MG
524
Mather Group
Illinois
$28.2K -$28.8K -603 -47%
BF
525
BOK Financial
Oklahoma
$28.1K -$723K -15,125 -96%
19 20
21
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