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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
676
Grassi Investment Management
California
$276K +$269K +1,600 New
JWM
677
Jupiter Wealth Management
Colorado
$275K -$267K -1,584 -50%
TC
678
TownSquare Capital
Utah
$274K -$448K -2,659 -63%
PCA
679
Personal Capital Advisors
California
$274K -$31.5K -187 -11%
MPM
680
Meritage Portfolio Management
Kansas
$271K -$6.01M -35,670 -96%
NP
681
NorthRock Partners
Minnesota
$270K +$32.5K +193 +14%
MIG
682
McGuire Investment Group
Rhode Island
$268K -$23.9K -142 -8%
VBFG
683
Vishria Bird Financial Group
Tennessee
$267K +$261K +1,551 New
IAN
684
Integrated Advisors Network
Texas
$265K -$66K -392 -20%
BDF
685
Balasa Dinverno & Foltz
$265K -$53.9K -320 -17%
RE
686
RBC Europe
United Kingdom
$265K +$842 +5 +0.3%
OIA
687
OneDigital Investment Advisors
Kansas
$265K +$67.5K +401 +35%
SOW
688
State of Wyoming
Wyoming
$264K +$103K +614 +67%
TFA
689
Triad Financial Advisors
North Carolina
$261K +$2.69K +16 +1%
ZCA
690
Zeke Capital Advisors
Pennsylvania
$260K +$254K +1,511 New
NL
691
NKCFO LLC
Illinois
$258K -$84.2K -500 -25%
CAM
692
Carret Asset Management
New York
$258K – – –
SW
693
SVB Wealth
Massachusetts
$258K +$27.6K +164 +12%
SSWM
694
Sheets Smith Wealth Management
North Carolina
$255K -$387K -2,300 -61%
PPWM
695
PFG Private Wealth Management
Florida
$255K +$249K +1,481 New
GRP
696
Global Retirement Partners
California
$255K +$325K +1,930 New
H
697
HoyleCohen
California
$254K -$168 -1 -0.1%
IUHSA
698
Itau Unibanco Holding S.A.
Brazil
$253K +$85.5K +508 +53%
EWA
699
EP Wealth Advisors
California
$251K -$52.9K -314 -18%
DS
700
DRW Securities
Illinois
$251K +$62.3K +370 +34%
26 27
28
29 30