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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
OL
501
OneFund LLC
Florida
$47.9K -$560 -12 -1%
SWM
502
Spire Wealth Management
Virginia
$47K +$21.6K +462 +100%
SAM
503
Smartleaf Asset Management
Massachusetts
$46.3K +$6.25K +134 +16%
CAM
504
Costello Asset Management
Pennsylvania
$45.7K
FCAS
505
First Command Advisory Services
Texas
$43.2K -$93 -2 -0.2%
ADL
506
Asset Dedication LLC
California
$42.8K
SIS
507
Sound Income Strategies
Florida
$41.9K
PWA
508
Physician Wealth Advisors
Utah
$41.8K
AssetMark Inc
509
AssetMark Inc
California
$40.7K +$9.7K +208 +35%
JSAM
510
J. Safra Asset Management
New York
$39.9K +$933 +20 +3%
RIL
511
Rothschild Investment LLC
Illinois
$39.2K +$18K +385 +99%
BF
512
BOK Financial
Oklahoma
$39.1K
CA
513
Crewe Advisors
Utah
$36.9K
MSWM
514
Mowery & Schoenfeld Wealth Management
Illinois
$35.6K
LP
515
LMR Partners
United Kingdom
$35.5K -$4.81M -103,068 -99%
SN
516
Sittner & Nelson
Oregon
$35.1K
CA
517
CoreCap Advisors
Michigan
$33.7K +$6.49K +139 +26%
FFA
518
Frazier Financial Advisors
Ohio
$32.3K
CH
519
Canton Hathaway
Rhode Island
$30.5K +$28K +601 New
SC
520
Stance Capital
Massachusetts
$28.9K +$26.5K +569 New
JWA
521
JFS Wealth Advisors
Pennsylvania
$28.6K +$1.4K +30 +6%
OCWP
522
Owl Creek Wealth Partners
Colorado
$28K +$25.7K +551 New
MWA
523
Medallion Wealth Advisors
Connecticut
$26.7K
AIC
524
Archer Investment Corporation
Indiana
$26.4K
CWM
525
Consultiva Wealth Management
Puerto Rico
$25.4K