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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
676
Pinnacle Financial Partners (Tennessee)
Tennessee
$638K +$363K +983 +145%
HSA
677
HBK Sorce Advisory
Pennsylvania
$624K -$36.1K -98 -6%
JWM
678
Jupiter Wealth Management
Colorado
$623K -$5.14M -13,933 -84%
CRWM
679
Castle Rock Wealth Management
California
$620K +$673K +1,825 +258%
RCA
680
Ranch Capital Advisors
Florida
$617K +$591K +1,602 New
AFM
681
Abbot Financial Management
Massachusetts
$611K +$8.48K +23 +1%
SFPG
682
Stonebridge Financial Planning Group
Florida
$609K -$46.1K -125 -7%
BDF
683
Balasa Dinverno & Foltz
$600K +$575K +1,560 New
HJMC
684
Hellman Jordan Management Company
Massachusetts
$594K -$426K -1,156 -43%
FTDI
685
First Trust Direct Indexing
Massachusetts
$591K +$566K +1,535 New
CI Investments Inc
686
CI Investments Inc
Ontario, Canada
$590K +$565K +1,533 New
SCA
687
Spearhead Capital Advisors
Florida
$587K -$21K -57 -4%
PCA
688
Personal Capital Advisors
California
$582K -$17.3K -47 -3%
DAS
689
Dynamic Advisor Solutions
Arizona
$582K +$40.9K +111 +8%
CIP
690
Convergence Investment Partners
Florida
$578K +$50.2K +136 +10%
CAM
691
Carret Asset Management
New York
$577K
AC
692
Amia Capital
United Kingdom
$577K +$553K +1,500 New
AII
693
AGF Investments Inc
Ontario, Canada
$574K -$1.61M -4,352 -74%
RSWM
694
Robertson Stephens Wealth Management
California
$562K +$126K +342 +31%
CAG
695
Crestwood Advisors Group
Massachusetts
$560K +$56.8K +154 +12%
KIA
696
KCM Investment Advisors
California
$552K -$191K -519 -27%
PFA
697
Plotkin Financial Advisors
Maryland
$548K +$526K +1,425 New
FA
698
Fountainhead AM
New Jersey
$547K +$524K +1,421 New
SAM
699
Sabadell Asset Management
Spain
$545K
AWM
700
Apollon Wealth Management
South Carolina
$544K +$84.1K +228 +19%