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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
SWRP
651
Summit Wealth & Retirement Planning
California
$325K -$238K -1,444 -41%
Peapack-Gladstone Financial Corp
652
Peapack-Gladstone Financial Corp
New Jersey
$323K – – –
CK
653
Cohen Klingenstein
New York
$323K – – –
PCMC
654
Private Capital Management (Colorado)
Colorado
$321K +$495 +3 +0.1%
MAG
655
Mayfair Advisory Group
Alabama
$321K +$8.25K +50 +3%
PWS
656
Paragon Wealth Strategies
Florida
$319K +$12.7K +77 +4%
SAM
657
Summit Asset Management
Tennessee
$318K – – –
Brighton Jones LLC
658
Brighton Jones LLC
Washington
$314K +$5.77K +35 +2%
Avantax Planning Partners
659
Avantax Planning Partners
Iowa
$313K – – –
ECM
660
EMC Capital Management
Texas
$313K – – –
MWM
661
MinichMacGregor Wealth Management
New York
$313K +$331K +2,005 +6,683%
LOAMS
662
Lombard Odier Asset Management (Switzerland)
Switzerland
$310K +$333K +2,016 New
DWP
663
Destiny Wealth Partners
Florida
$309K – – –
CA
664
Claro Advisors
Massachusetts
$307K -$19.3K -117 -6%
IAN
665
Integrated Advisors Network
Texas
$307K -$708K -4,290 -68%
DA
666
Detalus Advisors
Missouri
$307K – – –
HCM
667
Harvey Capital Management
Florida
$307K – – –
JWM
668
Jupiter Wealth Management
Colorado
$307K – – –
Carnegie Investment Counsel
669
Carnegie Investment Counsel
Ohio
$306K +$328K +1,990 New
SSB
670
Sandy Spring Bank
Maryland
$301K +$24.7K +150 +8%
GIA
671
Gladstone Institutional Advisory
Florida
$301K -$5.28K -32 -2%
Forum Financial Management
672
Forum Financial Management
Illinois
$300K +$5.28K +32 +2%
Chicago Capital
673
Chicago Capital
Illinois
$300K – – –
AFM
674
Abbot Financial Management
Massachusetts
$299K +$32.7K +198 +11%
FMLI
675
Fukoku Mutual Life Insurance
Japan
$297K – – –