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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
SW
526
SteelPeak Wealth
California
$332K -$256K -2,295 -42%
XS
527
XR Securities
Illinois
$330K +$356K +3,195 New
HWM
528
HB Wealth Management
Georgia
$330K +$117K +1,052 +49%
KeyBank National Association
529
KeyBank National Association
Ohio
$328K -$4.35K -39 -1%
TPA
530
Trivium Point Advisory
Connecticut
$327K -$1.9K -17 -0.5%
MNBTD
531
Moody National Bank Trust Division
Texas
$325K -$36.8K -330 -9%
GKWIM
532
Gerber Kawasaki Wealth & Investment Management
California
$323K +$150K +1,346 +76%
N
533
Natixis
France
$322K -$830K -7,444 -70%
AWM
534
Avior Wealth Management
Nebraska
$320K +$237K +2,129 +220%
HFM
535
Harvest Fund Management
China
$313K +$125K +1,123 +59%
SWA
536
Stratos Wealth Advisors
Ohio
$312K +$337K +3,025 New
FCMC
537
Founders Capital Management (Connecticut)
Connecticut
$312K
WAM
538
Warberg Asset Management
Illinois
$310K +$335K +3,000 New
CA
539
CV Advisors
Florida
$309K
BP
540
Ballentine Partners
Massachusetts
$308K +$96.8K +868 +41%
RIA
541
Regal Investment Advisors
Michigan
$307K +$42.6K +382 +15%
IG
542
ING Group
Netherlands
$303K -$7.95M -71,258 -96%
CIA
543
Compass Ion Advisors
Pennsylvania
$300K +$324K +2,909 New
GRP
544
Global Retirement Partners
California
$298K +$10K +90 +3%
PA
545
Pinnacle Associates
New York
$297K -$11.7K -105 -4%
MIA
546
MMBG Investment Advisors
Florida
$295K
NVCHI
547
New Vernon Capital Holdings II
New Jersey
$295K +$47.2K +423 +17%
CWM
548
Cornerstone Wealth Management
Missouri
$291K -$16.6K -149 -5%
LNC
549
Lincoln National Corp
Pennsylvania
$288K -$18K -161 -5%
GT
550
Greenleaf Trust
Michigan
$288K -$34.2K -307 -10%