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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
676
Westwood Wealth Management
California
$292K – – –
RCM
677
RB Capital Management
Nevada
$288K -$4.45K -27 -1%
Robertson Stephens Wealth Management
678
Robertson Stephens Wealth Management
California
$287K +$41.2K +250 +15%
Csenge Advisory Group
679
Csenge Advisory Group
Florida
$285K +$112K +681 +58%
NRD
680
Nebula Research & Development
New York
$284K +$305K +1,849 New
Allworth Financial
681
Allworth Financial
California
$281K -$26.7K -162 -8%
HA
682
Herold Advisors
New York
$280K +$38.8K +235 +15%
KFS
683
Kaizen Financial Strategies
California
$278K -$16.5K -100 -5%
Phoenix Financial
684
Phoenix Financial
Israel
$277K +$313K +1,895 New
IFPG
685
Intrepid Financial Planning Group
Indiana
$273K – – –
TLCM
686
Twin Lakes Capital Management
California
$272K – – –
HTHT
687
Hemenway Trust Hemenway Trust
New Hampshire
$272K +$292K +1,769 New
PCM
688
Parsons Capital Management
Rhode Island
$270K – – –
FBB
689
Fulton Breakefield Broenniman
Maryland
$270K +$660 +4 +0.2%
AWM
690
Avitas Wealth Management
California
$268K -$9.57K -58 -3%
PWPS
691
Pinnacle Wealth Planning Services
Ohio
$267K -$38.4K -233 -12%
KCM
692
KRS Capital Management
Michigan
$267K -$14.8K -90 -5%
Los Angeles Capital Management
693
Los Angeles Capital Management
California
$266K -$5.43M -32,927 -95%
SA
694
Syntax Advisors
New York
$266K +$63K +382 +28%
VCG
695
Vantage Consulting Group
Virginia
$266K +$63K +382 +28%
Harbour Investments
696
Harbour Investments
Wisconsin
$266K +$6.1K +37 +2%
CAM
697
Cozad Asset Management
Illinois
$265K – – –
NFSG
698
Newbridge Financial Services Group
Florida
$263K – – –
Boothbay Fund Management
699
Boothbay Fund Management
New York
$263K +$283K +1,713 New
Azimuth Capital Investment Management
700
Azimuth Capital Investment Management
Michigan
$262K – – –