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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
551
International Assets Investment Management
Florida
$352K -$114K -900 -23%
CHAM
552
Clear Harbor Asset Management
Connecticut
$350K – – –
KA
553
Klingman & Associates
New York
$345K +$2.28K +18 +0.6%
SCA
554
Snowden Capital Advisors
New York
$344K +$43.7K +345 +14%
BSW
555
Buckingham Strategic Wealth
Missouri
$344K -$1.65K -13 -0.4%
MIA
556
MMBG Investment Advisors
Florida
$340K – – –
XT
557
XTX Topco
Cayman Islands
$339K -$1.68M -13,243 -82%
AWM
558
Avior Wealth Management
Nebraska
$338K -$33.8K -267 -9%
GKWIM
559
Gerber Kawasaki Wealth & Investment Management
California
$337K -$49.6K -392 -12%
BFC
560
Blue Fin Capital
Rhode Island
$335K +$2.91K +23 +0.8%
PAS
561
Park Avenue Securities
New York
$334K +$33.7K +266 +10%
VSQM
562
V-Square Quantitative Management
Illinois
$334K -$122K -967 -26%
FPAS
563
Focus Partners Advisor Solutions
Missouri
$333K +$355K +2,805 New
DP
564
Dearborn Partners
Illinois
$333K +$108K +850 +44%
CAS
565
CTC Alternative Strategies
Illinois
$333K +$354K +2,800 New
AG
566
AlTi Global
New York
$331K +$5.06K +40 +1%
DIA
567
Dana Investment Advisors
Wisconsin
$331K -$1.1M -8,661 -76%
SW
568
SVB Wealth
Massachusetts
$329K -$77.3K -611 -18%
SW
569
SteelPeak Wealth
California
$327K -$10.3K -81 -3%
JSL
570
JT Stratford LLC
Georgia
$322K -$4.68K -37 -1%
KWM
571
Keebeck Wealth Management
Illinois
$321K – – –
CTFG
572
Capstone Triton Financial Group
Oklahoma
$319K -$74.4K -588 -18%
ET
573
Equitable Trust
Tennessee
$313K -$176K -1,387 -34%
TA
574
TFB Advisors
Kansas
$313K +$7.34K +58 +2%
MGIA
575
Moneta Group Investment Advisors
Missouri
$311K +$1.77K +14 +0.5%
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