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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
FMII
526
Farmers & Merchants Investments Inc
Nebraska
$6.19K – – –
IAG
527
Innovative Advisory Group
Massachusetts
$5.99K – – –
HWA
528
HHM Wealth Advisors
Tennessee
$5.9K – – –
OPTFSNA
529
Old Point Trust & Financial Services N A
Virginia
$5.9K – – –
W
530
WealthCollab
Washington
$5.9K – – –
VR
531
Vision Retirement
New Jersey
$5.9K +$5.43K +200 New
QC
532
Quent Capital
New York
$5.84K -$2.93K -108 -35%
UBP
533
Union Bancaire Privee
Switzerland
$5.63K -$48.9K -1,800 -90%
GA
534
GoalVest Advisory
New York
$5.16K +$4.75K +175 New
SWM
535
SHP Wealth Management
Massachusetts
$4.84K +$4.46K +164 New
JFG
536
JDM Financial Group
Texas
$4.42K – – –
SGK
537
Steigerwald Gordon & Koch
Virginia
$4.42K – – –
TCOV
538
Trust Company of Vermont
Vermont
$4.42K – – –
GWM
539
Geneos Wealth Management
Colorado
$4.31K – – –
TSMHT
540
Thurston Springer Miller Herd & Titak
Indiana
$4.28K +$1.22K +45 +45%
CA
541
Clearstead Advisors
Ohio
$4.16K +$299 +11 +8%
PWMG
542
Prestige Wealth Management Group
New Jersey
$4.04K +$163 +6 +5%
SWP
543
Strategic Wealth Partners
Ohio
$4.04K -$788 -29 -17%
MAM
544
Meeder Asset Management
Ohio
$4.04K -$27 -1 -0.7%
APW
545
Atlantic Private Wealth
North Carolina
$4.01K – – –
AW
546
Avion Wealth
Texas
$4K +$2.17K +80 +143%
KFAS
547
Keating Financial Advisory Services
Kansas
$3.98K +$3.67K +135 New
PWAM
548
Private Wealth Asset Management
Iowa
$3.75K – – –
LB
549
Legacy Bridge
Iowa
$3.72K +$3.42K +126 New
PWMG
550
Private Wealth Management Group
New Jersey
$3.66K -$4.02K -148 -54%