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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
Apollon Wealth Management
701
Apollon Wealth Management
South Carolina
$544K +$84.1K +228 +19%
Ritholtz Wealth Management
702
Ritholtz Wealth Management
New York
$537K +$515K +1,396 New
Allworth Financial
703
Allworth Financial
California
$536K +$35.4K +96 +7%
RPWA
704
Regent Peak Wealth Advisors
Georgia
$534K +$92.9K +252 +22%
FCB
705
First Command Bank
Texas
$533K – – –
FCFS
706
First Command Financial Services
Texas
$533K – – –
FFA
707
Founders Financial Alliance
North Carolina
$533K +$25.8K +70 +5%
VHAM
708
Van Hulzen Asset Management
California
$527K +$505K +1,369 New
Perigon Wealth Management
709
Perigon Wealth Management
California
$523K +$75.2K +204 +18%
HPCM
710
Hunter Perkins Capital Management
Illinois
$520K -$55.3K -150 -10%
CC
711
Cadinha & Co
Hawaii
$520K +$498K +1,350 New
CIAS
712
CFS Investment Advisory Services
New Jersey
$517K +$495K +1,343 New
Valeo Financial Advisors
713
Valeo Financial Advisors
Indiana
$511K +$18.8K +51 +4%
JIC
714
Joel Isaacson & Co
New York
$509K +$488K +1,322 New
DA
715
DCM Advisors
New York
$506K -$3.69K -10 -0.8%
MW
716
Marcum Wealth
Ohio
$503K +$113K +307 +31%
PIA
717
Perennial Investment Advisors
California
$499K +$61.6K +167 +15%
BS
718
Boenning & Scattergood
Pennsylvania
$492K – – –
SW
719
SVB Wealth
Massachusetts
$492K +$69.7K +189 +17%
SIG
720
Sargent Investment Group
Maryland
$489K -$29.5K -80 -6%
MFG
721
Menard Financial Group
Texas
$489K +$469K +1,271 New
EPWM
722
Essex Private Wealth Management
Massachusetts
$488K +$18.1K +49 +4%
SSB
723
Sandy Spring Bank
Maryland
$484K +$7.38K +20 +2%
GAG
724
GM Advisory Group
New York
$482K – – –
OneDigital Investment Advisors
725
OneDigital Investment Advisors
Kansas
$481K -$467K -1,267 -50%