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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
701
Altman Advisors
Illinois
$225K – – –
MPM
702
Meritage Portfolio Management
Kansas
$225K – – –
VBFG
703
Vishria Bird Financial Group
Tennessee
$225K +$3.57K +25 +2%
VIA
704
Vident Investment Advisory
Georgia
$223K -$2.1M -14,725 -90%
MIG
705
McGuire Investment Group
Rhode Island
$222K – – –
PWPS
706
Pinnacle Wealth Planning Services
Ohio
$222K +$222K +1,556 New
PPWM
707
PFG Private Wealth Management
Florida
$221K +$9.43K +66 +4%
RE
708
RBC Europe
United Kingdom
$220K – – –
HFM
709
Harvest Fund Management
China
$219K -$40.9K -286 -16%
CGA
710
Crescent Grove Advisors
Illinois
$219K +$21.4K +150 +11%
TFA
711
Triad Financial Advisors
North Carolina
$217K +$715 +5 +0.3%
CAM
712
Carret Asset Management
New York
$214K – – –
HFG
713
Heron Financial Group
New York
$213K +$14K +98 +7%
ACI
714
Alpha Cubed Investments
California
$212K -$80K -560 -27%
H
715
HoyleCohen
California
$211K – – –
SSWM
716
Sheets Smith Wealth Management
North Carolina
$211K – – –
CI
717
CPR Investments
Michigan
$211K +$6K +42 +3%
CDH
718
Charles D. Hyman
$211K +$211K +1,475 New
HIMC
719
Heritage Investors Management Corp
Maryland
$210K +$25K +175 +13%
IGWM
720
ICA Group Wealth Management
Colorado
$210K +$205K +1,434 New
NFSG
721
Newbridge Financial Services Group
Florida
$209K +$28.6K +200 +16%
CW
722
CreativeOne Wealth
Kansas
$209K +$28.7K +201 +16%
LPT
723
Legacy Private Trust
Wisconsin
$208K -$153K -1,070 -42%
NF
724
NTB Financial
Colorado
$207K – – –
LFAS
725
Level Four Advisory Services
Texas
$204K -$126K -883 -38%
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