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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
601
Institute for Wealth Management
Colorado
$19.2K +$14.2K +275 New
PWM
602
Peterson Wealth Management
Nevada
$18.8K +$13.9K +269 New
TFM
603
TFC Financial Management
Massachusetts
$18.5K -$2.85K -55 -17%
AAG
604
Armstrong Advisory Group
Massachusetts
$18.4K – – –
TCOV
605
Trust Company of Vermont
Vermont
$17.9K +$13.2K +255 New
AUB
606
Atlantic Union Bankshares
Virginia
$17.4K – – –
FP
607
Financial Perspectives
Minnesota
$16.1K – – –
CFSG
608
Community Financial Services Group
Vermont
$15.6K – – –
S
609
Sachetta
Massachusetts
$15.2K +$155 +3 +1%
PWMG
610
Private Wealth Management Group
New Jersey
$15.1K +$4.76K +92 +74%
CFFP
611
Center for Financial Planning
Michigan
$14.7K – – –
FMII
612
Farmers & Merchants Investments Inc
Nebraska
$14.7K – – –
APFP
613
Action Point Financial Planning
Michigan
$14.2K +$10.7K +207 New
NFSG
614
Newbridge Financial Services Group
Florida
$14K -$103K -2,000 -91%
HWA
615
HHM Wealth Advisors
Tennessee
$14K – – –
W
616
WealthCollab
Washington
$14K – – –
AIM
617
Anchor Investment Management
South Carolina
$14K +$10.3K +200 New
TAP
618
Tounjian Advisory Partners
Florida
$13.8K +$10.2K +197 New
SIC
619
SJS Investment Consulting
Ohio
$13.5K +$9.21K +178 +1,187%
FWA
620
Flagship Wealth Advisors
Massachusetts
$13K +$1.29K +25 +16%
Optiver Holding
621
Optiver Holding
Netherlands
$12.5K +$9.21K +178 New
MWA
622
Medallion Wealth Advisors
Connecticut
$12.1K -$18.2K -352 -67%
LI
623
LRI Investments
Florida
$12.1K – – –
C
624
Covestor
United Kingdom
$12K -$6.73K -130 -43%
Marshall Wace
625
Marshall Wace
United Kingdom
$11.7K -$6.91M -133,652 -100%