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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
726
Evercore Wealth Management
New York
$477K +$1.48K +4 +0.3%
BCA
727
Berman Capital Advisors
Georgia
$477K +$144K +391 +46%
CC
728
Centiva Capital
New York
$473K +$453K +1,229 New
CG
729
Colony Group
Massachusetts
$471K -$557K -1,510 -55%
HFA
730
High Falls Advisors
New York
$471K – – –
SGAM
731
Smith Group Asset Management
Texas
$470K +$450K +1,220 New
GWSG
732
GPS Wealth Strategies Group
Colorado
$468K -$5.16K -14 -1%
CAM
733
Cozad Asset Management
Illinois
$468K +$44.3K +120 +11%
MSA
734
Marino Stram & Associates
Massachusetts
$466K +$447K +1,211 New
MS
735
Maven Securities
Jersey
$465K -$1.22M -3,299 -73%
SAM
736
Silvercrest Asset Management
New York
$462K – – –
SOAMC
737
Spirit of America Management Corp
New York
$462K +$258K +700 +140%
WFI
738
West Family Investments
California
$461K +$25.1K +68 +6%
TCM
739
Telos Capital Management
California
$460K +$65.3K +177 +17%
RBFC
740
Roman Butler Fullerton & Co
Missouri
$459K -$36.9K -100 -7%
CIM
741
CIM Investment Management
Pennsylvania
$457K +$438K +1,187 New
STA
742
Summit Trail Advisors
New York
$456K +$437K +1,186 New
EWM
743
Empirical Wealth Management
Washington
$455K -$4.06K -11 -0.9%
KFP
744
KMG Fiduciary Partners
Ohio
$455K +$436K +1,183 New
BFPW
745
BOK Financial Private Wealth
Colorado
$453K +$434K +1,177 New
SFO
746
Stokes Family Office
Louisiana
$447K +$32.5K +88 +8%
CHAM
747
Clear Harbor Asset Management
Connecticut
$446K -$11.1K -30 -3%
EBT
748
Enterprise Bank & Trust
Massachusetts
$446K – – –
ACP
749
Aviance Capital Partners
Florida
$441K +$53.5K +145 +15%
MSR
750
Main Street Research
Connecticut
$441K +$423K +1,147 New
28 29
30
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