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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
526
Jupiter Wealth Management
Colorado
$808K +$135K +463 +17%
NIM
527
NuWave Investment Management
New Jersey
$806K +$201K +688 +28%
PIMJS
528
PKO Investment Management Joint-Stock
Poland
$805K +$927K +3,171 New
AWM
529
Axxcess Wealth Management
California
$793K +$913K +3,124 New
RHBC
530
R.H. Bluestein & Co
Michigan
$790K – – –
AW
531
ACG Wealth
Georgia
$785K -$908K -3,104 -50%
CI
532
Conning Inc
Connecticut
$782K +$23.4K +80 +3%
MGP
533
Metis Global Partners
California
$782K +$901K +3,080 New
JIC
534
Johnson Investment Counsel
Ohio
$772K +$31.3K +107 +4%
CA
535
Continuum Advisory
Idaho
$768K +$204K +697 +30%
GI
536
GAMCO Investors
Connecticut
$762K -$877K -3,000 -50%
YC
537
Yarbrough Capital
Tennessee
$762K +$877K +3,000 New
PTC
538
Philadelphia Trust Company
Pennsylvania
$759K -$110K -375 -11%
RWA
539
Ropes Wealth Advisors
Massachusetts
$755K -$50.2M -171,808 -98%
LPT
540
Legacy Private Trust
Wisconsin
$746K +$633K +2,165 +279%
KWM
541
Keebeck Wealth Management
Illinois
$744K – – –
BAM
542
Beaumont Asset Management
Texas
$744K +$35.1K +120 +4%
SI
543
Stephens Inc
Arkansas
$742K +$73.1K +250 +9%
MIA
544
MMBG Investment Advisors
Florida
$726K +$836K +2,860 New
AII
545
AGF Investments Inc
Ontario, Canada
$718K +$390K +1,334 +89%
QTM
546
qPULA Trading Management
New York
$717K +$826K +2,825 New
IHL
547
Investment House LLC
California
$715K -$763K -2,610 -48%
LWM
548
Laidlaw Wealth Management
New York
$715K +$161K +551 +24%
AIL
549
AGF Investments LLC
Ontario, Canada
$715K +$823K +2,816 New
CCM
550
Coldstream Capital Management
Washington
$707K +$813K +2,782 New
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