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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
701
Optimum Investment Advisors
Illinois
$261K -$53.6K -325 -16%
JCM
702
Jacobi Capital Management
Pennsylvania
$260K – – –
NP
703
NorthRock Partners
Minnesota
$258K -$65K -394 -19%
BWP
704
BSW Wealth Partners
Colorado
$258K -$1.32K -8 -0.5%
KCFA
705
Key Client Fiduciary Advisors
New Jersey
$257K +$16.5K +100 +6%
KF
706
Krilogy Financial
Missouri
$257K -$27.2K -165 -9%
KIA
707
Kraematon Investment Advisors
Massachusetts
$257K – – –
LCGC
708
Legacy Capital Group California
California
$256K +$275K +1,664 New
CA
709
Clearstead Advisors
Ohio
$254K +$149K +905 +121%
DCM
710
Dimension Capital Management
Florida
$254K – – –
GAG
711
GM Advisory Group
New York
$250K -$8.25K -50 -3%
BBHC
712
Brown Brothers Harriman & Co
New York
$250K -$15.2K -92 -5%
CI
713
Conning Inc
Connecticut
$249K -$4.62K -28 -2%
NVCHI
714
New Vernon Capital Holdings II
New Jersey
$248K +$1.81K +11 +0.7%
IWM
715
IHT Wealth Management
Illinois
$248K +$5.28K +32 +2%
FCB
716
First Command Bank
Texas
$246K – – –
FCFS
717
First Command Financial Services
Texas
$246K – – –
PVI
718
Pine Valley Investments
New Jersey
$244K +$416K +2,521 New
BFC
719
Blue Fin Capital
Rhode Island
$243K +$6.93K +42 +2%
ACI
720
Alpha Cubed Investments
California
$243K +$54.8K +332 +27%
QT
721
Quantbot Technologies
New York
$239K +$256K +1,553 New
TFA
722
Triad Financial Advisors
North Carolina
$237K +$165 +1 +0.1%
B
723
Bellecapital
Switzerland
$237K – – –
HI
724
Hoey Investments
Pennsylvania
$236K -$66K -400 -21%
BLC
725
Brown, Lisle/Cummings
Rhode Island
$236K +$165K +1,000 +187%
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