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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
701
Financial Perspectives
Minnesota
$45K – – –
KFS
702
Kelly Financial Services
Massachusetts
$44.5K – – –
LWCFA
703
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43.5K +$54.7K +490 +408%
CT
704
Caldwell Trust
Florida
$42.2K +$7.25K +65 +19%
GITFIT
705
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$39.8K – – –
HPC
706
HM Payson & Co
Maine
$39.8K +$223 +2 +0.5%
GWS
707
Glassman Wealth Services
Virginia
$39.6K +$5.13K +46 +14%
BCWM
708
Bartlett & Co Wealth Management
Ohio
$39.3K -$5.58K -50 -12%
BC
709
Bartlett & Co
Ohio
$39K -$5.58K -50 -12%
JPWM
710
Jamison Private Wealth Management
Georgia
$38.6K +$41.7K +374 New
EWA
711
EverSource Wealth Advisors
Alabama
$37.1K -$4.35K -39 -10%
CAM
712
Close Asset Management
United Kingdom
$36K +$8.92K +80 +30%
CA
713
Clearstead Advisors
Ohio
$34.7K -$1.34K -12 -3%
CT
714
Colonial Trust
South Carolina
$34.6K +$3.9K +35 +12%
CFD
715
Creative Financial Designs
Indiana
$32.4K +$22.3K +200 +175%
AA
716
Ancora Advisors
Ohio
$31.6K – – –
JEST
717
JTC Employer Solutions Trustee
Jersey
$31K – – –
SHIM
718
Stone House Investment Management
Pennsylvania
$30.5K +$6.8K +61 +26%
CFFP
719
Center for Financial Planning
Michigan
$29.7K – – –
FSWA
720
Financial Synergies Wealth Advisors
Texas
$29.3K -$24.1K -216 -43%
CCA
721
Catalyst Capital Advisors
New York
$29.1K +$7.7K +69 +32%
SWA
722
SOA Wealth Advisors
New York
$28.5K – – –
CC
723
Centiva Capital
New York
$28.4K -$2.02M -18,112 -99%
BAAM
724
Baker Avenue Asset Management
California
$28.4K -$22.8K -204 -43%
RTC
725
Riverview Trust Company
Washington
$28.1K +$7.25K +65 +31%
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