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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
NIPH
576
NN Investment Partners Holdings
Netherlands
$399K +$304K +1,700 New
SFS
577
Strategic Financial Services
New York
$395K – – –
EWA
578
EP Wealth Advisors
California
$388K +$295K +1,651 New
TWM
579
TriaGen Wealth Management
California
$387K +$196K +1,095 New
RCA
580
Ranch Capital Advisors
Florida
$385K -$254K -1,421 Closed
BAIA
581
Bel Air Investment Advisors
California
$384K +$292K +1,636 New
Lido Advisors
582
Lido Advisors
California
$381K +$290K +1,622 New
CCG
583
Cypress Capital Group
Florida
$380K -$18.2K -102 -6%
BP
584
Ballentine Partners
Massachusetts
$378K -$6.08K -34 -2%
WWM
585
Western Wealth Management
Colorado
$376K +$8.76K +49 +3%
SCA
586
Spearhead Capital Advisors
Florida
$372K -$495K -2,771 -64%
AFM
587
Abbot Financial Management
Massachusetts
$368K -$131K -734 -32%
TI
588
Trexquant Investment
Connecticut
$366K -$6.76M -37,838 -96%
PCA
589
Personal Capital Advisors
California
$366K +$279K +1,559 New
PCM
590
Parsons Capital Management
Rhode Island
$364K -$35.7K -200 -11%
HPCM
591
Hunter Perkins Capital Management
Illinois
$352K -$53.6K -300 -17%
CAM
592
Carret Asset Management
New York
$352K +$268K +1,500 New
AAM
593
Azzad Asset Management
Virginia
$350K +$266K +1,489 New
HAG
594
HighPoint Advisor Group
Illinois
$348K +$264K +1,479 New
RBFC
595
Roman Butler Fullerton & Co
Missouri
$345K – – –
QCG
596
Quadrant Capital Group
Ohio
$345K +$23.9K +134 +10%
RFG
597
Range Financial Group
Oregon
$341K +$259K +1,450 New
OPS
598
Orion Portfolio Solutions
Nebraska
$338K -$81.8K -458 -24%
BFM
599
Boothbay Fund Management
New York
$336K +$256K +1,432 New
SAM
600
Sabadell Asset Management
Spain
$333K +$253K +1,416 New