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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
626
Peak Financial Management
Massachusetts
$347K – – –
ECM
627
EMC Capital Management
Texas
$345K – – –
PWS
628
Paragon Wealth Strategies
Florida
$345K – – –
HCM
629
Harvey Capital Management
Florida
$344K – – –
NF
630
Nvest Financial
New Hampshire
$343K +$335K +1,989 New
BFC
631
Blue Fin Capital
Rhode Island
$337K +$86.5K +514 +36%
QCG
632
Quadrant Capital Group
Ohio
$333K +$35.9K +213 +12%
GT
633
Glenmede Trust
Pennsylvania
$331K -$127K -752 -28%
IB
634
Intrust Bank
Kansas
$331K +$89.7K +533 +38%
AWA
635
Aaron Wealth Advisors
Illinois
$327K +$9.48M +56,329 New
AAS
636
Ameritas Advisory Services
Nebraska
$324K -$15.3K -91 -5%
FDS
637
First Dallas Securities
Texas
$323K +$1.68K +10 +0.5%
GCP
638
GSA Capital Partners
United Kingdom
$322K +$314K +1,868 New
SSB
639
Sandy Spring Bank
Maryland
$321K -$10.9K -65 -3%
BJL
640
Brighton Jones LLC
Washington
$320K +$17.2K +102 +6%
FCFS
641
First Command Financial Services
Texas
$319K -$39.2K -233 -11%
BFA
642
Beaumont Financial Advisors
Massachusetts
$319K +$337 +2 +0.1%
FCB
643
First Command Bank
Texas
$319K +$78.6K +467 +34%
VVP
644
Venture Visionary Partners
Ohio
$317K +$21K +125 +7%
EI
645
Ethic Inc
New York
$315K -$369K -2,192 -55%
LMKC
646
L.M. Kohn & Company
Ohio
$315K +$307K +1,825 New
PCM
647
Parsons Capital Management
Rhode Island
$314K -$77.4K -460 -20%
BP
648
Ballentine Partners
Massachusetts
$314K +$4.04K +24 +1%
HFM
649
Harvest Fund Management
China
$313K -$146K -870 -32%
LSA
650
L & S Advisors
California
$312K -$124K -737 -29%
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