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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
601
Claro Advisors
Massachusetts
$235K +$35.1K +315 +16%
FAN
602
Financial Advisors Network
California
$230K +$249K +2,231 New
CW
603
Connectus Wealth
Ohio
$229K -$5.24K -47 -2%
PWM
604
Perigon Wealth Management
California
$229K -$21.2K -190 -8%
NFC
605
Northeast Financial Consultants
Connecticut
$228K – – –
CA
606
Continuum Advisory
Idaho
$228K -$24K -215 -9%
GIA
607
Gladstone Institutional Advisory
Florida
$225K +$41K +368 +20%
NFG
608
Nadler Financial Group
Illinois
$224K +$2.79K +25 +1%
SA
609
Syntax Advisors
New York
$223K +$32K +287 +15%
VCG
610
Vantage Consulting Group
Virginia
$223K +$32K +287 +15%
CC
611
Chicago Capital
Illinois
$222K – – –
YIH
612
Y-Intercept (HK)
Hong Kong
$221K +$239K +2,143 New
RWM
613
Ritholtz Wealth Management
New York
$219K +$50.4K +452 +27%
ACM
614
Arlington Capital Management
Illinois
$218K +$236K +2,115 New
WE
615
Wealth Effects
Massachusetts
$218K -$31.8K -285 -12%
CIM
616
CIM Investment Management
Pennsylvania
$217K -$4.46K -40 -2%
CK
617
Cohen Klingenstein
New York
$217K – – –
LSPW
618
Lake Street Private Wealth
Illinois
$215K -$31.5K -282 -12%
MAG
619
Mayfair Advisory Group
Alabama
$213K – – –
JWCA
620
J.W. Cole Advisors
Florida
$212K -$8.59K -77 -4%
MWM
621
MinichMacGregor Wealth Management
New York
$210K – – –
DWP
622
Destiny Wealth Partners
Florida
$208K – – –
GWM
623
Geneos Wealth Management
Colorado
$207K +$48.2K +432 +27%
MPAM
624
Murphy Pohlad Asset Management
Minnesota
$207K -$24K -215 -10%
MAS
625
Meeder Advisory Services
Ohio
$206K -$153K -1,372 -41%
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