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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
AGA
551
Accuvest Global Advisors
Utah
$611K +$212K +1,299 +62%
PWS
552
Precision Wealth Strategies
Missouri
$611K -$316K -1,930 -36%
CA
553
Continuum Advisory
Idaho
$604K -$14.6K -89 -3%
CPSC
554
Carl P. Sherr & Co
Massachusetts
$581K -$2.45K -15 -0.5%
GLA
555
Great Lakes Advisors
Illinois
$581K +$1.31K +8 +0.2%
KeyBank National Association
556
KeyBank National Association
Ohio
$579K +$32.4K +198 +7%
AWM
557
Apollon Wealth Management
South Carolina
$577K +$136K +834 +35%
OPS
558
Orion Portfolio Solutions
Nebraska
$569K -$351K -2,148 -40%
AFC
559
AFT Forsyth & Company
Florida
$568K – – –
CPC
560
Congress Park Capital
New York
$567K -$155K -950 -23%
WSTAM
561
Wilbanks Smith & Thomas Asset Management
Virginia
$566K – – –
CGL
562
Clarius Group LLC
Washington
$561K -$12.3K -75 -2%
RWA
563
Ropes Wealth Advisors
Massachusetts
$561K -$23.7K -145 -4%
PCM
564
Peregrine Capital Management
Minnesota
$558K +$508K +3,108 New
CHP
565
Cable Hill Partners
Oregon
$558K +$11.4K +70 +2%
HF
566
HRT Financial
New York
$555K +$506K +3,092 New
XWM
567
Xcel Wealth Management
Florida
$551K +$8.18K +50 +2%
AIA
568
Affinity Investment Advisors
California
$548K +$499K +3,049 New
QI
569
Qtron Investments
Massachusetts
$544K +$49.2K +301 +11%
FCMC
570
Founders Capital Management (Connecticut)
Connecticut
$542K +$494K +3,020 New
SS
571
Simplicity Solutions
Minnesota
$541K +$71.3K +436 +17%
Brown Advisory
572
Brown Advisory
Maryland
$538K -$30.4K -186 -6%
CA
573
CV Advisors
Florida
$537K -$506K -3,093 -51%
CWM
574
Cahill Wealth Management
Michigan
$534K +$88.6K +542 +21%
BP
575
Ballentine Partners
Massachusetts
$526K +$67.7K +414 +16%