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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
601
Lake Street Private Wealth
Illinois
$295K +$40K +300 +14%
CA
602
Continuum Advisory
Idaho
$294K -$82.2K -616 -20%
BSW
603
Buckingham Strategic Wealth
Missouri
$294K -$6.54K -49 -2%
WG
604
Winton Group
United Kingdom
$294K -$680K -5,099 -68%
PWM
605
Perigon Wealth Management
California
$293K -$3.33K -25 -1%
SM
606
STF Management
Texas
$291K -$263K -1,969 -45%
WE
607
Wealth Effects
Massachusetts
$291K – – –
FFM
608
Forum Financial Management
Illinois
$288K +$55.1K +413 +21%
HI
609
Horizon Investments
North Carolina
$287K -$44K -330 -12%
RWMG
610
Redwood Wealth Management Group
New Jersey
$284K +$21.3K +160 +7%
AT
611
Avalon Trust
New Mexico
$283K – – –
AWM
612
Aberdeen Wealth Management
Illinois
$281K – – –
AC
613
Abbrea Capital
California
$280K -$3.07K -23 -1%
KWA
614
Kingswood Wealth Advisors
California
$279K +$306K +2,294 New
IPW
615
Impact Partnership Wealth
Georgia
$277K +$304K +2,281 New
CW
616
Connectus Wealth
Ohio
$276K -$22.3K -167 -7%
EF
617
Empowered Funds
Pennsylvania
$274K +$110K +822 +57%
EST
618
EA Series Trust
Pennsylvania
$274K +$301K +2,257 New
BAM
619
Belpointe Asset Management
Nevada
$271K -$3.29M -24,693 -92%
FRM
620
Fox Run Management
Connecticut
$271K +$297K +2,227 New
MPAM
621
Murphy Pohlad Asset Management
Minnesota
$269K – – –
NFC
622
Northeast Financial Consultants
Connecticut
$269K – – –
OAM
623
Ostrum Asset Management
France
$267K +$1.2K +9 +0.4%
SIM
624
Sentry Investment Management
Wisconsin
$265K – – –
CC
625
Chicago Capital
Illinois
$261K +$26.3K +197 +10%
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