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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
576
Caprock Group
Idaho
$258K +$279K +2,503 New
KWM
577
Keebeck Wealth Management
Illinois
$258K – – –
PWP
578
Principle Wealth Partners
Connecticut
$258K – – –
CHP
579
Cable Hill Partners
Oregon
$257K -$25.7K -230 -8%
QCG
580
Quadrant Capital Group
Ohio
$257K +$77.7K +697 +39%
WSTAM
581
Wilbanks Smith & Thomas Asset Management
Virginia
$252K -$135K -1,212 -33%
HI
582
Horizon Investments
North Carolina
$251K +$7.47K +67 +3%
VEA
583
Virtus ETF Advisers
New York
$249K -$646K -5,795 -71%
PCMC
584
Private Capital Management (Colorado)
Colorado
$249K +$33.8K +303 +14%
SWA
585
SFMG Wealth Advisors
Texas
$249K +$78.1K +700 +41%
SB
586
Strategic Blueprint
Georgia
$246K +$62.7K +562 +31%
HNB
587
Huntington National Bank
Ohio
$246K -$18K -161 -6%
SWM
588
Spire Wealth Management
Virginia
$246K +$35K +314 +15%
FFM
589
Forum Financial Management
Illinois
$244K -$1.11K -10 -0.4%
LFAS
590
Level Four Advisory Services
Texas
$244K -$66.3K -594 -20%
SSB
591
Sandy Spring Bank
Maryland
$243K +$44.6K +400 +20%
AFT
592
Alpha Family Trust
California
$243K +$58.6K +525 +29%
AT
593
Avalon Trust
New Mexico
$240K – – –
FRM
594
Fox Run Management
Connecticut
$239K +$9.93K +89 +4%
AWM
595
Aberdeen Wealth Management
Illinois
$239K – – –
BSW
596
Buckingham Strategic Wealth
Missouri
$239K -$11.8K -106 -4%
BCA
597
Bay Colony Advisors
Massachusetts
$238K -$32.7K -293 -11%
MA
598
Montag & Associates
Georgia
$237K -$44.6K -400 -15%
AC
599
Abbrea Capital
California
$236K -$2.12K -19 -0.8%
SAM
600
Silvercrest Asset Management
New York
$236K +$255K +2,284 New
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