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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
Krilogy Financial
626
Krilogy Financial
Missouri
$348K -$242K -1,440 -42%
Johnson Investment Counsel
627
Johnson Investment Counsel
Ohio
$348K -$171K -1,018 -33%
FTDI
628
First Trust Direct Indexing
Massachusetts
$348K +$92.9K +552 +38%
PFM
629
Peak Financial Management
Massachusetts
$347K – – –
ECM
630
EMC Capital Management
Texas
$345K – – –
PWS
631
Paragon Wealth Strategies
Florida
$345K – – –
HCM
632
Harvey Capital Management
Florida
$344K – – –
NF
633
Nvest Financial
New Hampshire
$343K +$335K +1,989 New
BFC
634
Blue Fin Capital
Rhode Island
$337K +$86.5K +514 +36%
Quadrant Capital Group
635
Quadrant Capital Group
Ohio
$333K +$35.9K +213 +12%
Glenmede Trust
636
Glenmede Trust
Pennsylvania
$331K -$127K -752 -28%
IB
637
Intrust Bank
Kansas
$331K +$89.7K +533 +38%
Ameritas Advisory Services
638
Ameritas Advisory Services
Nebraska
$324K -$15.3K -91 -5%
FDS
639
First Dallas Securities
Texas
$323K +$1.68K +10 +0.5%
GCP
640
GSA Capital Partners
United Kingdom
$322K +$314K +1,868 New
SSB
641
Sandy Spring Bank
Maryland
$321K -$10.9K -65 -3%
Brighton Jones LLC
642
Brighton Jones LLC
Washington
$320K +$17.2K +102 +6%
FCFS
643
First Command Financial Services
Texas
$319K -$39.2K -233 -11%
BFA
644
Beaumont Financial Advisors
Massachusetts
$319K +$337 +2 +0.1%
FCB
645
First Command Bank
Texas
$319K +$78.6K +467 +34%
Venture Visionary Partners
646
Venture Visionary Partners
Ohio
$317K +$21K +125 +7%
Ethic Inc
647
Ethic Inc
New York
$315K -$369K -2,192 -55%
LMKC
648
L.M. Kohn & Company
Ohio
$315K +$307K +1,825 New
PCM
649
Parsons Capital Management
Rhode Island
$314K -$77.4K -460 -20%
Ballentine Partners
650
Ballentine Partners
Massachusetts
$314K +$4.04K +24 +1%