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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
526
Cedar Wealth Management
California
$8.22K – – –
WIM
527
Westside Investment Management
California
$8.15K – – –
C
528
Covestor
United Kingdom
$8K +$106 +3 +1%
QPBE
529
Quintet Private Bank (Europe)
Luxembourg
$7.14K +$7.17K +202 +404%
CWP
530
Concord Wealth Partners
Virginia
$6.8K +$3.83K +108 +82%
CWM
531
CarsonAllaria Wealth Management
Illinois
$6.63K +$1.35K +38 +19%
FP
532
Financial Perspectives
Minnesota
$6.52K – – –
ZBNA
533
Zions Bancorporation, National Association
Utah
$6.38K +$7.98K +225 New
TPCW
534
TD Private Client Wealth
New York
$6.04K +$6.25K +176 +476%
CAL
535
Capital Analysts LLC
Pennsylvania
$6K – – –
CFFP
536
Center for Financial Planning
Michigan
$5.95K -$27.6K -778 -79%
FMII
537
Farmers & Merchants Investments Inc
Nebraska
$5.95K – – –
TCM
538
Tradewinds Capital Management
Washington
$5.87K +$7.35K +207 New
AWM
539
Accredited Wealth Management
Kentucky
$5.67K -$1.77K -50 -20%
AWM
540
AllSquare Wealth Management
New York
$5.67K – – –
HWA
541
HHM Wealth Advisors
Tennessee
$5.67K – – –
OPTFSNA
542
Old Point Trust & Financial Services N A
Virginia
$5.67K – – –
W
543
WealthCollab
Washington
$5.67K – – –
SFGP
544
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$5.67K +$5.32K +150 +300%
PWMG
545
Private Wealth Management Group
New Jersey
$5.58K +$1.56K +44 +29%
SWA
546
SOA Wealth Advisors
New York
$5.53K – – –
SC
547
SouthState Corp
Florida
$5.22K +$6.53K +184 New
GKIM
548
GW&K Investment Management
Massachusetts
$5K +$1.21K +34 +21%
STB
549
S&T Bank
Pennsylvania
$4.99K +$6.25K +176 New
MCM
550
MV Capital Management
Maryland
$4.79K +$1.42K +40 +31%
20 21
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