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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
576
Bogart Wealth LLC
Virginia
$30.6K -$103 -2 -0.5%
APW
577
Allied Private Wealth
Florida
$30.4K +$21.3K +412 New
IAIM
578
International Assets Investment Management
Florida
$30K -$70.8K -1,369 -77%
B
579
Birchbrook
Maine
$28K – – –
NF
580
Napier Financial
Massachusetts
$28K – – –
GWM
581
Geneos Wealth Management
Colorado
$26.1K +$11.7K +226 +155%
PTC
582
Private Trust Company
Ohio
$25.5K +$1.71K +33 +10%
PSB
583
Piscataqua Savings Bank
New Hampshire
$24.5K +$5.17K +100 +40%
FC
584
Financial Consulate
Maryland
$23.8K +$259 +5 +1%
VNA
585
Valley National Advisers
Pennsylvania
$23K – – –
JSAM
586
J. Safra Asset Management
New York
$23K -$23.7K -458 -58%
MCM
587
Manchester Capital Management
Vermont
$22.5K -$2.64K -51 -14%
PIS
588
POM Investment Strategies
North Carolina
$22.4K +$16.6K +320 New
CTB
589
Country Trust Bank
Illinois
$22.3K – – –
BTC
590
Bank & Trust Company
Illinois
$21.4K – – –
EP
591
Evelyn Partners
$21.3K +$15.7K +304 New
KFAS
592
Keating Financial Advisory Services
Kansas
$21.2K +$3.42K +66 +28%
JEST
593
JTC Employer Solutions Trustee
Jersey
$21K – – –
SC
594
SMA Capital
New York
$20.8K -$6.42K -124 -29%
NS
595
NBC Securities
Alabama
$19.5K -$11.1K -214 -43%
IFWM
596
Institute for Wealth Management
Colorado
$19.2K +$14.2K +275 New
PWM
597
Peterson Wealth Management
Nevada
$18.8K +$13.9K +269 New
TFM
598
TFC Financial Management
Massachusetts
$18.5K -$2.85K -55 -17%
AAG
599
Armstrong Advisory Group
Massachusetts
$18.4K – – –
TCOV
600
Trust Company of Vermont
Vermont
$17.9K +$13.2K +255 New
22 23
24
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