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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
MHR
701
Matthew Hamilton Rosenberg
$48.8K -$10.3K -92 -16%
HFS
702
Hantz Financial Services
Michigan
$45K +$2.12K +19 +5%
FP
703
Financial Perspectives
Minnesota
$45K
KFS
704
Kelly Financial Services
Massachusetts
$44.5K
LWCFA
705
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43.5K +$54.7K +490 +408%
CT
706
Caldwell Trust
Florida
$42.2K +$7.25K +65 +19%
GITFIT
707
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$39.8K
HPC
708
HM Payson & Co
Maine
$39.8K +$223 +2 +0.5%
GWS
709
Glassman Wealth Services
Virginia
$39.6K +$5.13K +46 +14%
BCWM
710
Bartlett & Co Wealth Management
Ohio
$39.3K -$5.58K -50 -12%
BC
711
Bartlett & Co
Ohio
$39K -$5.58K -50 -12%
JPWM
712
Jamison Private Wealth Management
Georgia
$38.6K +$41.7K +374 New
EWA
713
EverSource Wealth Advisors
Alabama
$37.1K -$4.35K -39 -10%
CAM
714
Close Asset Management
United Kingdom
$36K +$8.92K +80 +30%
CT
715
Colonial Trust
South Carolina
$34.6K +$3.9K +35 +12%
CFD
716
Creative Financial Designs
Indiana
$32.4K +$22.3K +200 +175%
AA
717
Ancora Advisors
Ohio
$31.6K
JEST
718
JTC Employer Solutions Trustee
Jersey
$31K
SHIM
719
Stone House Investment Management
Pennsylvania
$30.5K +$6.8K +61 +26%
CFFP
720
Center for Financial Planning
Michigan
$29.7K
FSWA
721
Financial Synergies Wealth Advisors
Texas
$29.3K -$24.1K -216 -43%
CCA
722
Catalyst Capital Advisors
New York
$29.1K +$7.7K +69 +32%
SWA
723
SOA Wealth Advisors
New York
$28.5K
CC
724
Centiva Capital
New York
$28.4K -$2.02M -18,112 -99%
BAAM
725
Baker Avenue Asset Management
California
$28.4K -$22.8K -204 -43%