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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
551
Cornerstone Wealth Management
Missouri
$491K -$78.3K -465 -14%
BRWM
552
B. Riley Wealth Management
Tennessee
$491K +$27.4K +163 +6%
MAI Capital Management
553
MAI Capital Management
Ohio
$491K +$90.1K +535 +23%
SIM
554
Sentry Investment Management
Wisconsin
$490K -$84.5K -502 -15%
Great Valley Advisor Group
555
Great Valley Advisor Group
Delaware
$490K +$16.7K +99 +4%
PTC
556
Philadelphia Trust Company
Pennsylvania
$489K -$25.3K -150 -5%
Pathstone Family Office
557
Pathstone Family Office
New Jersey
$489K +$110K +651 +30%
Coldstream Capital Management
558
Coldstream Capital Management
Washington
$488K +$8.25K +49 +2%
Prospera Financial Services
559
Prospera Financial Services
Texas
$484K +$17.8K +106 +4%
SCP
560
Stamos Capital Partners
California
$484K +$473K +2,810 New
Simplicity Solutions
561
Simplicity Solutions
Minnesota
$483K -$267K -1,585 -36%
GC
562
GFG Capital
Florida
$477K – – –
Pinnacle Associates
563
Pinnacle Associates
New York
$476K +$38.7K +230 +9%
CA
564
Continuum Advisory
Idaho
$473K +$83.3K +495 +16%
PWP
565
Principle Wealth Partners
Connecticut
$471K – – –
Wilbanks Smith & Thomas Asset Management
566
Wilbanks Smith & Thomas Asset Management
Virginia
$462K -$21.4K -127 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
567
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$461K -$9.35M -55,553 -95%
Brown Advisory
568
Brown Advisory
Maryland
$457K +$53.4K +317 +14%
Conning Inc
569
Conning Inc
Connecticut
$455K -$74.1K -440 -14%
BI Asset Management Fondsmaeglerselskab
570
BI Asset Management Fondsmaeglerselskab
Denmark
$455K +$444K +2,639 New
LF
571
Lee Financial
Texas
$449K -$673 -4 -0.2%
Western Wealth Management
572
Western Wealth Management
Colorado
$444K +$232K +1,380 +115%
CWM
573
Cahill Wealth Management
Michigan
$442K +$433K +2,570 New
AWC
574
Adamsbrown Wealth Consultants
Kansas
$438K +$67K +398 +19%
SBIA
575
Sheaff Brock Investment Advisors
Indiana
$437K -$382K -2,270 -47%