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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
626
SOA Wealth Advisors
New York
$501 -$3.5K -129 -88%
CWP
627
Clark Wealth Partners
Illinois
$501 – – –
PP
628
PFS Partners
New Jersey
$498 +$163 +6 +55%
WW
629
Winnow Wealth
Texas
$480 +$435 +16 New
TM
630
Torren Management
California
$472 +$435 +16 New
WA
631
WPG Advisers
Maryland
$442 – – –
DSC
632
Daytona Street Capital
Missouri
$442 +$408 +15 New
NSIM
633
North Star Investment Management
Illinois
$442 +$408 +15 New
FC
634
Fairscale Capital
New Hampshire
$413 – – –
CFB
635
Cullen/Frost Bankers
Texas
$413 +$380 +14 New
MA
636
Modus Advisors
Minnesota
$413 +$380 +14 New
CVM
637
Cheviot Value Management
California
$408 – – –
SFG
638
Strive Financial Group
Indiana
$386 +$353 +13 New
SA
639
Scarborough Advisors
Maryland
$383 -$27 -1 -7%
CMA
640
Cedar Mountain Advisors
Oregon
$383 – – –
IWM
641
IMG Wealth Management
Florida
$383 – – –
LI
642
LRI Investments
Florida
$383 – – –
CIA
643
Cape Investment Advisory
Georgia
$354 -$842 -31 -72%
AA
644
Addison Advisors
Vermont
$354 – – –
FDCP
645
Foster Dykema Cabot & Partners
Massachusetts
$295 – – –
MSFP
646
Mark Sheptoff Financial Planning
Connecticut
$295 – – –
PMFA
647
Plante Moran Financial Advisors
Michigan
$295 – – –
SS
648
Sunbelt Securities
Texas
$295 – – –
TF
649
Tompkins Financial
New York
$295 – – –
NL
650
Navalign LLC
California
$295 +$272 +10 New