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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
551
Triumph Capital Management
Colorado
$15.2K – – –
C
552
Covestor
United Kingdom
$15K -$9.05K -194 -39%
JEST
553
JTC Employer Solutions Trustee
Jersey
$15K – – –
EFMH
554
E Fund Management (HK)
Hong Kong
$13.9K +$12.8K +274 New
AAG
555
Armstrong Advisory Group
Massachusetts
$13.4K – – –
PSB
556
Piscataqua Savings Bank
New Hampshire
$12.7K – – –
AUB
557
Atlantic Union Bankshares
Virginia
$12.6K -$1.17K -25 -9%
QC
558
Quent Capital
New York
$12.6K +$2.33K +50 +25%
KFAS
559
Keating Financial Advisory Services
Kansas
$12K +$4.76K +102 +76%
FP
560
Financial Perspectives
Minnesota
$11.7K – – –
MAM
561
Meeder Asset Management
Ohio
$11.3K +$4.01K +86 +63%
GSEP
562
Golden State Equity Partners
California
$10.9K +$10K +215 New
S
563
Sachetta
Massachusetts
$10.9K -$4.48K -96 -31%
CFSG
564
Community Financial Services Group
Vermont
$10.8K +$10K +215 New
CFFP
565
Center for Financial Planning
Michigan
$10.7K – – –
FMII
566
Farmers & Merchants Investments Inc
Nebraska
$10.7K – – –
MTIM
567
Marathon Trading Investment Management
Pennsylvania
$10.3K -$1.59M -34,074 -99%
TPWA
568
Twin Peaks Wealth Advisors
California
$10.2K +$9.38K +201 New
HWA
569
HHM Wealth Advisors
Tennessee
$10.2K – – –
OPTFSNA
570
Old Point Trust & Financial Services N A
Virginia
$10.2K – – –
VR
571
Vision Retirement
New Jersey
$10.2K – – –
W
572
WealthCollab
Washington
$10.2K – – –
UBP
573
Union Bancaire Privee
Switzerland
$9.03K – – –
AW
574
Avion Wealth
Texas
$9K +$2.47K +53 +39%
LI
575
LRI Investments
Florida
$8.79K +$7.46K +160 +1,231%
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23
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