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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
651
Optimum Investment Advisors
Illinois
$364K – – –
JIC
652
Johnson Investment Counsel
Ohio
$363K -$16.8K -103 -5%
CPA
653
Cardiff Park Advisors
California
$361K +$329K +2,012 New
DWP
654
Destiny Wealth Partners
Florida
$361K – – –
BJL
655
Brighton Jones LLC
Washington
$361K -$6.7K -41 -2%
DA
656
Detalus Advisors
Missouri
$359K – – –
HCM
657
Harvey Capital Management
Florida
$359K – – –
PWS
658
Paragon Wealth Strategies
Florida
$359K – – –
ACM
659
Ascendant Capital Management
California
$359K +$327K +2,000 New
ECM
660
EMC Capital Management
Texas
$359K – – –
JWM
661
Jupiter Wealth Management
Colorado
$359K +$164K +1,000 +100%
HSA
662
HBK Sorce Advisory
Pennsylvania
$359K +$327K +1,998 New
AF
663
Allworth Financial
California
$358K +$88.6K +542 +37%
LSPW
664
Lake Street Private Wealth
Illinois
$358K +$7.19K +44 +2%
GIA
665
Gladstone Institutional Advisory
Florida
$357K -$59.4K -363 -15%
LFAS
666
Level Four Advisory Services
Texas
$357K +$325K +1,986 New
PWPS
667
Pinnacle Wealth Planning Services
Ohio
$354K +$323K +1,973 New
CC
668
Chicago Capital
Illinois
$351K – – –
HI
669
Humankind Investments
New York
$350K -$80.3K -491 -20%
EWA
670
EP Wealth Advisors
California
$349K +$318K +1,944 New
HI
671
Hoey Investments
Pennsylvania
$348K -$73.6K -450 -19%
FMLI
672
Fukoku Mutual Life Insurance
Japan
$347K +$27K +165 +9%
IPAM
673
ICICI Prudential Asset Management
India
$346K +$80.6K +493 +34%
FFM
674
Forum Financial Management
Illinois
$346K +$327 +2 +0.1%
RWMG
675
Redwood Wealth Management Group
New Jersey
$344K +$313K +1,916 New
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