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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
526
Cerity Partners
New York
$263K +$291K +2,010 New
PAA
527
Peregrine Asset Advisers
Oregon
$262K – – –
ECM
528
EMC Capital Management
Texas
$262K +$145K +1,000 +100%
PWS
529
Paragon Wealth Strategies
Florida
$262K +$290K +2,000 New
RC
530
Reik & Co
New York
$262K +$290K +2,000 New
PSUF
531
People's United Financial
Connecticut
$262K +$290K +2,004 New
MCWS
532
McKinley Carter Wealth Services
West Virginia
$261K – – –
SFPG
533
Stonebridge Financial Planning Group
Florida
$260K – – –
LFAS
534
Level Four Advisory Services
Texas
$259K -$27.7K -191 -9%
BSW
535
Buckingham Strategic Wealth
Missouri
$253K +$280K +1,930 New
V
536
Veritable
Delaware
$251K +$278K +1,919 New
FBB
537
Fulton Breakefield Broenniman
Maryland
$250K – – –
FMT
538
First Mercantile Trust
Tennessee
$250K +$84.2K +581 +44%
BBP
539
Banco BTG Pactual
Brazil
$249K +$275K +1,900 New
OPS
540
Orion Portfolio Solutions
Nebraska
$248K -$52.5K -362 -16%
MIC
541
Means Investment Company
Maine
$248K +$4.49K +31 +2%
ESCM
542
Echo Street Capital Management
New York
$246K +$272K +1,878 New
PFM
543
Peak Financial Management
Massachusetts
$242K -$30.4K -210 -10%
GAM
544
Gotham Asset Management
New York
$240K -$574K -3,962 -68%
SWM
545
Spire Wealth Management
Virginia
$239K +$274K +1,889 New
HPCM
546
Hunter Perkins Capital Management
Illinois
$236K -$29K -200 -10%
Fayez Sarofim & Co
547
Fayez Sarofim & Co
Texas
$236K +$261K +1,800 New
RBFC
548
Roman Butler Fullerton & Co
Missouri
$235K +$213K +1,470 New
BAM
549
Beaumont Asset Management
Texas
$235K +$260K +1,796 New
PCM
550
Parsons Capital Management
Rhode Island
$229K +$254K +1,750 New