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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
1WA
601
180 Wealth Advisors
Washington
-$237K -2,500 Closed
WT
602
Whittier Trust
California
-$143K -2,226 Closed
JPLA
603
Joseph P. Lucia & Associates
New York
-$96K -1,490 Closed
CFO
604
CVA Family Office
Colorado
-$90K -1,400 Closed
FWM
605
Filbrandt Wealth Management
Wisconsin
-$66K -1,030 Closed
BAMCO Inc
606
BAMCO Inc
New York
-$64K -1,000 Closed
ClearBridge Investments
607
ClearBridge Investments
New York
-$64K -1,000 Closed
OPS
608
Orion Portfolio Solutions
Nebraska
-$61K -955 Closed
FWM
609
FSA Wealth Management
Massachusetts
-$45K -700 Closed
AWM
610
Apollon Wealth Management
South Carolina
-$41K -638 Closed
CP
611
Corbenic Partners
Pennsylvania
-$32K -500 Closed
CFG
612
Citizens Financial Group
Rhode Island
-$20K -308 Closed
HCM
613
Highlander Capital Management
New Jersey
-$19K -300 Closed
HI
614
Human Investing
Oregon
-$13K -200 Closed
MPWT
615
MassMutual Private Wealth & Trust
Connecticut
-$9K -140 Closed
JFGIW
616
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$8K -120 Closed
BWL
617
Bogart Wealth LLC
Virginia
-$6K -100 Closed
BL
618
Balentine LLC
Georgia
-$5K -83 Closed
LWA
619
Lenox Wealth Advisors
New York
-$3K -46 Closed
TFS
620
TrustCore Financial Services
Tennessee
-$3K -45 Closed
EI
621
Ellevest Inc
New York
-$2K -25 Closed
RDWM
622
Red Door Wealth Management
Tennessee
-$1K -25 Closed
PI
623
PineBridge Investments
New York
-$1K -22 Closed
SWA
624
Sutton Wealth Advisors
Florida
-$1.09K -17 Closed
CI
625
Cordant Inc
Oregon
+$209 +3 New