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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
XS
526
XR Securities
Illinois
$330K +$356K +3,195 New
HWM
527
HB Wealth Management
Georgia
$330K +$117K +1,052 +49%
KeyBank National Association
528
KeyBank National Association
Ohio
$328K -$4.35K -39 -1%
TPA
529
Trivium Point Advisory
Connecticut
$327K -$1.9K -17 -0.5%
MNBTD
530
Moody National Bank Trust Division
Texas
$325K -$36.8K -330 -9%
GKWIM
531
Gerber Kawasaki Wealth & Investment Management
California
$323K +$150K +1,346 +76%
N
532
Natixis
France
$322K -$830K -7,444 -70%
AWM
533
Avior Wealth Management
Nebraska
$320K +$237K +2,129 +220%
HFM
534
Harvest Fund Management
China
$313K +$125K +1,123 +59%
SWA
535
Stratos Wealth Advisors
Ohio
$312K +$337K +3,025 New
FCMC
536
Founders Capital Management (Connecticut)
Connecticut
$312K – – –
WAM
537
Warberg Asset Management
Illinois
$310K +$335K +3,000 New
CA
538
CV Advisors
Florida
$309K – – –
BP
539
Ballentine Partners
Massachusetts
$308K +$96.8K +868 +41%
RIA
540
Regal Investment Advisors
Michigan
$307K +$42.6K +382 +15%
IG
541
ING Group
Netherlands
$303K -$7.95M -71,258 -96%
CIA
542
Compass Ion Advisors
Pennsylvania
$300K +$324K +2,909 New
GRP
543
Global Retirement Partners
California
$298K +$10K +90 +3%
PA
544
Pinnacle Associates
New York
$297K -$11.7K -105 -4%
MIA
545
MMBG Investment Advisors
Florida
$295K – – –
NVCHI
546
New Vernon Capital Holdings II
New Jersey
$295K +$47.2K +423 +17%
CWM
547
Cornerstone Wealth Management
Missouri
$291K -$16.6K -149 -5%
LNC
548
Lincoln National Corp
Pennsylvania
$288K -$18K -161 -5%
GT
549
Greenleaf Trust
Michigan
$288K -$34.2K -307 -10%
PI
550
PFG Investments
New York
$285K -$181K -1,619 -37%