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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
576
Ranch Capital Advisors
Florida
$385K -$254K -1,421 Closed
BAIA
577
Bel Air Investment Advisors
California
$384K +$292K +1,636 New
Lido Advisors
578
Lido Advisors
California
$381K +$290K +1,622 New
CCG
579
Cypress Capital Group
Florida
$380K -$18.2K -102 -6%
BP
580
Ballentine Partners
Massachusetts
$378K -$6.08K -34 -2%
WWM
581
Western Wealth Management
Colorado
$376K +$8.76K +49 +3%
KFS
582
Kelly Financial Services
Massachusetts
$375K +$15.7M +87,742 +23,336%
SCA
583
Spearhead Capital Advisors
Florida
$372K -$495K -2,771 -64%
AFM
584
Abbot Financial Management
Massachusetts
$368K -$131K -734 -32%
TI
585
Trexquant Investment
Connecticut
$366K -$6.76M -37,838 -96%
PCA
586
Personal Capital Advisors
California
$366K +$279K +1,559 New
PCM
587
Parsons Capital Management
Rhode Island
$364K -$35.7K -200 -11%
HPCM
588
Hunter Perkins Capital Management
Illinois
$352K -$53.6K -300 -17%
CAM
589
Carret Asset Management
New York
$352K +$268K +1,500 New
AAM
590
Azzad Asset Management
Virginia
$350K +$266K +1,489 New
HAG
591
HighPoint Advisor Group
Illinois
$348K +$264K +1,479 New
RBFC
592
Roman Butler Fullerton & Co
Missouri
$345K
QCG
593
Quadrant Capital Group
Ohio
$345K +$23.9K +134 +10%
RFG
594
Range Financial Group
Oregon
$341K +$259K +1,450 New
OPS
595
Orion Portfolio Solutions
Nebraska
$338K -$81.8K -458 -24%
BFM
596
Boothbay Fund Management
New York
$336K +$256K +1,432 New
SAM
597
Sabadell Asset Management
Spain
$333K +$253K +1,416 New
MIHAS
598
Maj Invest Holding A/S
Denmark
$329K
DAS
599
Dynamic Advisor Solutions
Arizona
$329K +$250K +1,401 New
FCB
600
First Command Bank
Texas
$325K +$68.8K +385 +39%