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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
651
Balasa Dinverno & Foltz
$472K +$87.4K +299 +19%
BFA
652
Beaumont Financial Advisors
Massachusetts
$470K -$2.92K -10 -0.5%
SWRP
653
Summit Wealth & Retirement Planning
California
$468K +$539K +1,844 New
S
654
Seeyond
France
$463K -$226K -772 -30%
PIM
655
Profit Investment Management
Maryland
$462K +$533K +1,822 New
LOAMS
656
Lombard Odier Asset Management (Switzerland)
Switzerland
$459K +$529K +1,809 New
FBB
657
Fulton Breakefield Broenniman
Maryland
$458K -$43.9K -150 -8%
LSPW
658
Lake Street Private Wealth
Illinois
$457K +$320K +1,096 +156%
BP
659
Ballentine Partners
Massachusetts
$455K -$292 -1 -0.1%
BS
660
Boenning & Scattergood
Pennsylvania
$453K +$148K +505 +39%
RT
661
Rockland Trust
Massachusetts
$452K -$2.05K -7 -0.4%
PCA
662
Personal Capital Advisors
California
$452K +$77.8K +266 +18%
SGAM
663
Smith Group Asset Management
Texas
$452K +$164K +560 +46%
TLCM
664
Twin Lakes Capital Management
California
$450K – – –
EWA
665
EP Wealth Advisors
California
$450K +$17.8K +61 +4%
AWA
666
Arete Wealth Advisors
Illinois
$447K -$105K -359 -16%
PVH
667
Psagot Value Holdings
Israel
$447K +$488K +1,670 +1,856%
BJL
668
Brighton Jones LLC
Washington
$446K +$8.48K +29 +2%
AWE
669
Avidian Wealth Enterprises
Texas
$445K -$321K -1,099 -39%
PIG
670
Pantheon Investment Group
California
$442K +$503K +1,719 New
QCG
671
Quadrant Capital Group
Ohio
$437K -$13.7K -47 -3%
GF
672
Gries Financial
Ohio
$436K -$58.5K -200 -10%
VVP
673
Venture Visionary Partners
Ohio
$435K -$39.2K -134 -7%
WPC
674
Wedmont Private Capital
Pennsylvania
$435K +$606K +2,071 New
PWP
675
Perfromance Wealth Partners
Illinois
$434K +$500K +1,710 New
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