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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
FSWA
676
Financial Synergies Wealth Advisors
Texas
$247K +$247K +1,729 New
GF
677
Gries Financial
Ohio
$245K – – –
SW
678
SVB Wealth
Massachusetts
$245K +$30.7K +215 +14%
IAN
679
Integrated Advisors Network
Texas
$244K +$24.6K +172 +11%
ACM
680
Anfield Capital Management
California
$244K +$36K +252 +17%
CMBA
681
C.M. Bidwell & Associates
Hawaii
$243K +$243K +1,700 New
LMKC
682
L.M. Kohn & Company
Ohio
$241K -$19.9K -139 -8%
HAG
683
HighPoint Advisor Group
Illinois
$241K +$216K +1,509 New
AFM
684
Abbot Financial Management
Massachusetts
$240K – – –
KIA
685
Kraematon Investment Advisors
Massachusetts
$239K – – –
AFP
686
Ausdal Financial Partners
Iowa
$239K +$67.6K +473 +39%
RSWM
687
Robertson Stephens Wealth Management
California
$238K +$3.43K +24 +1%
DCM
688
Dimension Capital Management
Florida
$236K -$143 -1 -0.1%
GAG
689
GM Advisory Group
New York
$236K +$236K +1,650 New
PP
690
Paloma Partners
Connecticut
$235K -$556K -3,892 -70%
LWM
691
Laidlaw Wealth Management
New York
$235K -$17.4K -122 -7%
BJL
692
Brighton Jones LLC
Washington
$232K -$33.3K -233 -13%
DSC
693
Duncker Streett & Co
Missouri
$231K – – –
BWP
694
BSW Wealth Partners
Colorado
$231K +$41.3K +289 +22%
SG
695
Stonnington Group
California
$231K +$192K +1,340 New
LOAMS
696
Lombard Odier Asset Management (Switzerland)
Switzerland
$230K +$230K +1,607 New
HH
697
Hilltop Holdings
Texas
$229K +$22.3K +156 +11%
OIA
698
OneDigital Investment Advisors
Kansas
$227K +$7.15K +50 +3%
SAM
699
Sabadell Asset Management
Spain
$226K – – –
HWM
700
HB Wealth Management
Georgia
$226K +$35.2K +246 +18%
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