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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
601
Cassady Schiller Wealth Management
Ohio
$6.9K +$765 +16 +11%
FWA
602
Flagship Wealth Advisors
Massachusetts
$6.65K +$7.65K +160 New
CA
603
Continuum Advisory
Idaho
$6.61K -$48 -1 -0.6%
Ancora Advisors
604
Ancora Advisors
Ohio
$6.36K +$96 +2 +1%
PWMG
605
Private Wealth Management Group
New Jersey
$6.36K +$2.53K +53 +53%
PP
606
Pacifica Partners
Canada
$6.3K -$1.43K -30 -17%
TCOV
607
Trust Company of Vermont
Vermont
$6.24K -$14.3K -300 -67%
RA
608
Ransom Advisory
Rhode Island
$6.24K – – –
PSB
609
Piscataqua Savings Bank
New Hampshire
$6.24K -$9.08K -190 -56%
GSWM
610
Golden State Wealth Management
California
$6.07K +$6.98K +146 New
CWM
611
Centricity Wealth Management
Ohio
$5.86K +$6.74K +141 New
SAM
612
Synergy Asset Management
Washington
$5.75K +$4.11K +86 New
APW
613
Atlantic Private Wealth
North Carolina
$5.66K – – –
TFA
614
Toth Financial Advisory
Virginia
$5.61K – – –
CWP
615
Concord Wealth Partners
Virginia
$5.49K -$18.1K -378 -74%
LWA
616
Lowe Wealth Advisors
Maryland
$5.41K – – –
MCM
617
MV Capital Management
Maryland
$5.36K +$1.24K +26 +25%
MLA
618
MB, Levis & Associates
Pennsylvania
$5.28K – – –
Kestra Investment Management
619
Kestra Investment Management
Texas
$5.07K +$5.83K +122 New
Hantz Financial Services
620
Hantz Financial Services
Michigan
$5K -$2.15K -45 -29%
LJHT
621
Laurie J. Hall Trustee
$5K – – –
MRP
622
Measured Risk Portfolios
California
$4.87K +$5.59K +117 New
Clearstead Advisors
623
Clearstead Advisors
Ohio
$4.66K +$239 +5 +5%
MAM
624
Meeder Asset Management
Ohio
$4.66K +$574 +12 +12%
TSMHT
625
Thurston Springer Miller Herd & Titak
Indiana
$4.62K – – –