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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
576
Forum Financial Management
Illinois
$372K +$178K +1,245 +91%
CWM
577
Cahill Wealth Management
Michigan
$367K – – –
BPA
578
Beacon Pointe Advisors
California
$365K -$165K -1,153 -31%
MHS
579
M Holdings Securities
Oregon
$362K +$4.72K +33 +1%
SBIA
580
Sheaff Brock Investment Advisors
Indiana
$361K -$1.43K -10 -0.4%
PA
581
Pinnacle Associates
New York
$358K -$36.9K -258 -9%
ECM
582
EMC Capital Management
Texas
$358K – – –
KWM
583
Keebeck Wealth Management
Illinois
$357K -$61.5K -430 -15%
NVCHI
584
New Vernon Capital Holdings II
New Jersey
$357K +$357K +2,498 New
AWM
585
Avitas Wealth Management
California
$349K -$112K -786 -24%
AC
586
Abbrea Capital
California
$348K – – –
AF
587
Advisornet Financial
Minnesota
$347K +$3.29K +23 +1%
GIA
588
Gladstone Institutional Advisory
Florida
$345K -$409K -2,863 -54%
SIM
589
Sentry Investment Management
Wisconsin
$340K -$66.2K -463 -16%
XWM
590
Xcel Wealth Management
Florida
$339K -$129K -900 -27%
WE
591
Wealth Effects
Massachusetts
$339K +$42.9K +300 +14%
OGC
592
Oak Grove Capital
New Hampshire
$337K -$476K -3,333 -59%
SS
593
Simplicity Solutions
Minnesota
$337K -$62.9K -440 -16%
CA
594
Claro Advisors
Massachusetts
$336K -$45.2K -316 -12%
BSW
595
Buckingham Strategic Wealth
Missouri
$335K -$27.3K -191 -8%
AA
596
ALPS Advisors
Colorado
$334K -$3.43K -24 -1%
ONB
597
Old National Bancorp
Indiana
$333K +$334K +2,334 New
AWM
598
Aberdeen Wealth Management
Illinois
$331K – – –
MIC
599
Means Investment Company
Maine
$329K -$24.9K -174 -7%
IWM
600
IHT Wealth Management
Illinois
$329K +$1.43K +10 +0.4%
22 23
24
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