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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
APW
651
Aventura Private Wealth
Florida
$265 – – –
SEP
652
Signature Equity Partners
Ohio
$236 +$217 +8 New
BHWM
653
Bay Harbor Wealth Management
Maryland
$235 +$82 +3 +60%
RAM
654
Reflection Asset Management
South Carolina
$222 +$190 +7 New
WAS
655
Winch Advisory Services
Wisconsin
$206 – – –
SC
656
Stephens Consulting
Michigan
$177 -$13.4K -494 -99%
SFCL
657
Strengthening Families & Communities LLC
Massachusetts
$177 -$54 -2 -25%
CAIM
658
Catherine Avery Investment Management
Florida
$177 – – –
MCA
659
McGuire Capital Advisors
Oklahoma
$177 +$163 +6 New
CFG
660
Chapman Financial Group
Hawaii
$148 – – –
MIM
661
MTM Investment Management
South Carolina
$147 – – –
TFA
662
Transamerica Financial Advisors
Florida
$118 -$353 -13 -76%
GAFA
663
Garton & Associates Financial Advisors
Kentucky
$118 +$109 +4 New
WA
664
Whipplewood Advisors
Colorado
$118 +$109 +4 New
Q1WB
665
Quest 10 Wealth Builders
Virginia
$91 – – –
RWM
666
Rialto Wealth Management
New York
$89 – – –
VWA
667
Valued Wealth Advisors
Utah
$89 – – –
BTD
668
BankPlus Trust Department
Mississippi
$88 – – –
MAS
669
MPWM Advisory Solutions
Georgia
$88 – – –
SA
670
Strategic Advocates
Utah
$61 -$163 -6 -75%
RJA
671
Ross\Johnson & Associates
Minnesota
$59 – – –
DFA
672
DHJJ Financial Advisors
Illinois
$30 – – –
HIA
673
HFM Investment Advisors
New Jersey
$30 – – –
TAA
674
TB Alternative Assets
Cayman Islands
– -$17M -658,881 Closed
HF
675
HRT Financial
New York
– -$14.4M -531,782 Closed