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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
651
IFP Advisors
Florida
$276K +$48.1K +269 +29%
EBT
652
Enterprise Bank & Trust
Massachusetts
$273K +$207K +1,160 New
BHB
653
Bank Hapoalim BM
Israel
$273K +$207K +1,161 New
PWM
654
Perigon Wealth Management
California
$271K +$206K +1,155 New
MPM
655
Meritage Portfolio Management
Kansas
$269K -$79.2K -443 -28%
CIAS
656
Capital Investment Advisory Services
North Carolina
$269K +$204K +1,143 New
PIA
657
Perennial Investment Advisors
California
$266K -$102K -568 -33%
WFI
658
West Family Investments
California
$266K +$202K +1,130 New
PAS
659
Park Avenue Securities
New York
$266K +$202K +1,133 New
OMIC
660
Old Mission Investment Co
Michigan
$266K +$202K +1,131 New
RSWM
661
Robertson Stephens Wealth Management
California
$263K +$200K +1,120 New
SFA
662
Sequoia Financial Advisors
Ohio
$261K +$199K +1,112 New
I
663
INVST
Indiana
$260K +$162K +909 New
PCP
664
Proficio Capital Partners
Massachusetts
$258K +$196K +1,097 New
CC
665
Cannell & Co
New York
$258K +$197K +1,100 New
RB
666
Rodgers Brothers
Pennsylvania
$258K +$197K +1,100 New
CAM
667
Cozad Asset Management
Illinois
$257K +$196K +1,095 New
GF
668
Gabelli Funds
New York
$257K +$196K +1,095 New
SMA
669
Sage Mountain Advisors
Georgia
$257K +$196K +1,095 New
SW
670
SVB Wealth
Massachusetts
$256K -$79.5K -445 -29%
AFG
671
Albion Financial Group
Utah
$256K +$195K +1,090 New
HI
672
Humankind Investments
New York
$253K +$192K +1,076 New
PAS
673
Professional Advisory Services
Florida
$253K +$192K +1,077 New
OL
674
Optas LLC
Texas
$252K +$192K +1,074 New
SFO
675
Stokes Family Office
Louisiana
$252K +$192K +1,074 New
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