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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
701
Ritholtz Wealth Management
New York
$537K +$515K +1,396 New
AF
702
Allworth Financial
California
$536K +$35.4K +96 +7%
RPWA
703
Regent Peak Wealth Advisors
Georgia
$534K +$92.9K +252 +22%
FCB
704
First Command Bank
Texas
$533K – – –
FCFS
705
First Command Financial Services
Texas
$533K – – –
FFA
706
Founders Financial Alliance
North Carolina
$533K +$25.8K +70 +5%
VHAM
707
Van Hulzen Asset Management
California
$527K +$505K +1,369 New
PWM
708
Perigon Wealth Management
California
$523K +$75.2K +204 +18%
HPCM
709
Hunter Perkins Capital Management
Illinois
$520K -$55.3K -150 -10%
CC
710
Cadinha & Co
Hawaii
$520K +$498K +1,350 New
CIAS
711
CFS Investment Advisory Services
New Jersey
$517K +$495K +1,343 New
VFA
712
Valeo Financial Advisors
Indiana
$511K +$18.8K +51 +4%
JIC
713
Joel Isaacson & Co
New York
$509K +$488K +1,322 New
DA
714
DCM Advisors
New York
$506K -$3.69K -10 -0.8%
MW
715
Marcum Wealth
Ohio
$503K +$113K +307 +31%
PIA
716
Perennial Investment Advisors
California
$499K +$61.6K +167 +15%
BS
717
Boenning & Scattergood
Pennsylvania
$492K – – –
SW
718
SVB Wealth
Massachusetts
$492K +$69.7K +189 +17%
SIG
719
Sargent Investment Group
Maryland
$489K -$29.5K -80 -6%
MFG
720
Menard Financial Group
Texas
$489K +$469K +1,271 New
EPWM
721
Essex Private Wealth Management
Massachusetts
$488K +$18.1K +49 +4%
SSB
722
Sandy Spring Bank
Maryland
$484K +$7.38K +20 +2%
GAG
723
GM Advisory Group
New York
$482K – – –
OIA
724
OneDigital Investment Advisors
Kansas
$481K -$467K -1,267 -50%
MCWS
725
McKinley Carter Wealth Services
West Virginia
$477K -$277K -750 -38%
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