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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
551
Xcel Wealth Management
Florida
$388K -$2.67K -20 -0.6%
TPA
552
Trivium Point Advisory
Connecticut
$387K +$23.9K +179 +6%
EWA
553
EP Wealth Advisors
California
$387K -$17.4M -130,446 -99%
AWA
554
Arete Wealth Advisors
Illinois
$381K +$60.2K +451 +17%
HWAM
555
Hennion & Walsh Asset Management
New Jersey
$380K +$76.6K +574 +23%
DIA
556
Dana Investment Advisors
Wisconsin
$376K +$413K +3,097 New
GT
557
Greenleaf Trust
Michigan
$376K -$56.7K -425 -12%
AFC
558
AFT Forsyth & Company
Florida
$372K -$16.7K -125 -4%
CPSC
559
Carl P. Sherr & Co
Massachusetts
$371K +$36.2K +271 +10%
ZIMP
560
Zimmermann Investment Management & Planning
Pennsylvania
$370K +$80.4K +603 +25%
WJWM
561
Williams Jones Wealth Management
New York
$370K -$153K -1,150 -27%
RWA
562
Ropes Wealth Advisors
Massachusetts
$369K -$6.27K -47 -2%
FCMC
563
Founders Capital Management (Connecticut)
Connecticut
$367K – – –
WBC
564
Westpac Banking Corp
Australia
$365K -$3.62M -27,123 -90%
CA
565
CV Advisors
Florida
$363K – – –
CCG
566
Cypress Capital Group
Florida
$363K +$3.07K +23 +0.8%
PA
567
Pinnacle Associates
New York
$363K +$46.2K +346 +13%
CWM
568
Cornerstone Wealth Management
Missouri
$360K -$79.9K -599 -17%
LNC
569
Lincoln National Corp
Pennsylvania
$359K +$191K +1,432 +94%
LFAS
570
Level Four Advisory Services
Texas
$359K -$16.9K -127 -4%
MIA
571
MMBG Investment Advisors
Florida
$352K – – –
PCM
572
Peregrine Capital Management
Minnesota
$341K +$61.4K +460 +20%
PWS
573
Precision Wealth Strategies
Missouri
$340K -$32.4K -243 -8%
GRP
574
Global Retirement Partners
California
$336K -$267 -2 -0.1%
GC
575
GFG Capital
Florida
$333K – – –
21 22
23
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