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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
MHS
576
M Holdings Securities
Oregon
$298K -$1.21K -8 -0.3%
BP
577
Ballentine Partners
Massachusetts
$297K +$90.1K +594 +31%
KFS
578
Kaizen Financial Strategies
California
$297K +$381K +2,509 New
PTC
579
Philadelphia Trust Company
Pennsylvania
$296K -$15.2K -100 -4%
KWM
580
Keebeck Wealth Management
Illinois
$296K – – –
BCB
581
Brian C. Broderick
$296K +$379K +2,500 New
DCM
582
Dupont Capital Management
Delaware
$295K -$66K -435 -15%
HI
583
Harbour Investments
Wisconsin
$295K – – –
JCIA
584
Jackson Creek Investment Advisors
Colorado
$292K -$100K -660 -21%
JWCA
585
J.W. Cole Advisors
Florida
$290K -$130K -858 -26%
IWM
586
IHT Wealth Management
Illinois
$290K +$22.6K +149 +6%
GVAG
587
Great Valley Advisor Group
Delaware
$289K -$260K -1,714 -41%
SBIA
588
Sheaff Brock Investment Advisors
Indiana
$289K -$12K -79 -3%
HI
589
Humankind Investments
New York
$289K +$32.8K +216 +10%
MMA
590
Miracle Mile Advisors
California
$289K +$371K +2,448 New
CI
591
Conning Inc
Connecticut
$288K -$26.4K -174 -7%
AC
592
Abbrea Capital
California
$288K – – –
AF
593
Advisornet Financial
Minnesota
$288K +$910 +6 +0.2%
AA
594
ALPS Advisors
Colorado
$286K +$12.3K +81 +3%
ER
595
Enlightenment Research
Florida
$284K +$364K +2,400 New
BPA
596
Beacon Pointe Advisors
California
$282K -$21.2K -140 -6%
HI
597
Hoey Investments
Pennsylvania
$282K +$190K +1,250 +110%
AWM
598
Apollon Wealth Management
South Carolina
$281K -$84.7K -558 -19%
SIM
599
Sentry Investment Management
Wisconsin
$281K – – –
WE
600
Wealth Effects
Massachusetts
$280K – – –
22 23
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