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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
551
Diversified Trust
Tennessee
$341K +$23.2K +153 +6%
S
552
SignatureFD
Georgia
$340K -$184K -1,212 -30%
FFA
553
Fairfield Financial Advisors
Massachusetts
$336K -$6.37K -42 -1%
CA
554
Claro Advisors
Massachusetts
$336K – – –
GT
555
Greenleaf Trust
Michigan
$333K -$32.9K -217 -7%
BCA
556
Bay Colony Advisors
Massachusetts
$329K +$7.59K +50 +2%
ESCM
557
Echo Street Capital Management
New York
$329K +$147K +967 +53%
SW
558
SVB Wealth
Massachusetts
$329K +$161K +1,061 +62%
GC
559
GFG Capital
Florida
$328K – – –
AG
560
Ascent Group
Virginia
$327K +$75.1K +495 +30%
SFA
561
Sequoia Financial Advisors
Ohio
$326K -$61.6K -406 -13%
SWM
562
Spire Wealth Management
Virginia
$325K -$35.8K -236 -8%
QI
563
Qtron Investments
Massachusetts
$323K +$106K +698 +34%
GRP
564
Global Retirement Partners
California
$320K +$32.3K +213 +11%
MLM
565
Mount Lucas Management
Pennsylvania
$318K -$8.04K -53 -2%
TPA
566
Trivium Point Advisory
Connecticut
$318K +$385K +2,538 New
RIA
567
Regal Investment Advisors
Michigan
$317K -$5.16K -34 -1%
RHBC
568
R.H. Bluestein & Co
Michigan
$309K -$75.9K -500 -16%
LF
569
Lee Financial
Texas
$309K +$607 +4 +0.2%
NWMG
570
National Wealth Management Group
Ohio
$308K -$135K -887 -25%
VFA
571
Valeo Financial Advisors
Indiana
$305K -$23.5K -155 -6%
SS
572
Simplicity Solutions
Minnesota
$305K +$32.8K +216 +9%
CWM
573
Cahill Wealth Management
Michigan
$303K – – –
HI
574
Horizon Investments
North Carolina
$299K -$217K -1,428 -36%
MCC
575
Malaga Cove Capital
California
$299K +$383K +2,526 New
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