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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
626
Valeo Financial Advisors
Indiana
$300K -$80.4K -450 -26%
SS
627
Simplicity Solutions
Minnesota
$300K +$228K +1,278 New
OBWG
628
Onyx Bridge Wealth Group
New York
$295K +$184K +1,029 New
GAG
629
GM Advisory Group
New York
$294K -$151K -847 -40%
AIC
630
Ameritas Investment Company
Nebraska
$293K -$89.7K -502 -47%
SSB
631
Sandy Spring Bank
Maryland
$291K +$44.7K +250 +25%
BWP
632
BSW Wealth Partners
Colorado
$291K +$221K +1,239 New
EWM
633
Evercore Wealth Management
New York
$290K +$221K +1,235 New
GWSG
634
GPS Wealth Strategies Group
Colorado
$289K – – –
BCA
635
Bay Colony Advisors
Massachusetts
$289K +$220K +1,229 New
HFA
636
High Falls Advisors
New York
$288K +$219K +1,225 New
MA
637
Mutual Advisors
Nebraska
$286K +$217K +1,215 New
EPWM
638
Essex Private Wealth Management
Massachusetts
$286K +$218K +1,219 New
CCM
639
Coldstream Capital Management
Washington
$284K +$216K +1,209 New
SAM
640
Silvercrest Asset Management
New York
$282K +$214K +1,200 New
RT
641
Rockland Trust
Massachusetts
$282K +$215K +1,201 New
CHAM
642
Clear Harbor Asset Management
Connecticut
$280K +$213K +1,190 New
IAN
643
Integrated Advisors Network
Texas
$280K +$213K +1,191 New
EWM
644
Empirical Wealth Management
Washington
$280K +$213K +1,192 New
AWM
645
Apollon Wealth Management
South Carolina
$278K +$212K +1,185 New
EH
646
Equitable Holdings
New York
$278K +$212K +1,185 New
IA
647
IFP Advisors
Florida
$276K +$48.1K +269 +29%
EBT
648
Enterprise Bank & Trust
Massachusetts
$273K +$207K +1,160 New
BHB
649
Bank Hapoalim BM
Israel
$273K +$207K +1,161 New
PWM
650
Perigon Wealth Management
California
$271K +$206K +1,155 New
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