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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
726
Cedar Wealth Management
California
$19.9K – – –
HWA
727
HHM Wealth Advisors
Tennessee
$19.9K – – –
LWANC
728
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.9K – – –
MRCM
729
M&R Capital Management
New Jersey
$19.9K +$16.8K +200 New
OPTFSNA
730
Old Point Trust & Financial Services N A
Virginia
$19.9K +$16.8K +200 New
TC
731
Truvestments Capital
Florida
$19.9K +$16.8K +200 New
EC
732
EdgeRock Capital
Colorado
$18.9K +$16.3K +194 New
CWM
733
CarsonAllaria Wealth Management
Illinois
$17.6K -$505 -6 -3%
GGI
734
Godsey & Gibb Inc
Virginia
$17.5K – – –
CAS
735
Coppell Advisory Solutions
Texas
$17K +$9.25K +110 +180%
DCM
736
Disciplina Capital Management
Tennessee
$16.4K – – –
UB
737
UMB Bank
Missouri
$16.4K +$3.45K +41 +33%
CSWM
738
Cassady Schiller Wealth Management
Ohio
$16.3K +$1.18K +14 +9%
PP
739
Pacifica Partners
Canada
$15.7K – – –
CBT
740
Central Bank & Trust
Kentucky
$14.7K – – –
T
741
Tidemark
California
$14.5K +$12.3K +146 New
HPC
742
HM Payson & Co
Maine
$14K -$20.5K -244 -63%
CT
743
Caldwell Trust
Florida
$13.6K -$22.9K -272 -67%
TFA
744
Toth Financial Advisory
Virginia
$13.4K – – –
GWS
745
Glassman Wealth Services
Virginia
$13.1K -$21.1K -251 -66%
CMP
746
Coston McIsaac & Partners
Maine
$13K – – –
LWA
747
Lowe Wealth Advisors
Maryland
$12.9K – – –
CFO
748
CVA Family Office
Colorado
$12.9K +$10.9K +130 New
CA
749
Clearstead Advisors
Ohio
$12.7K -$17.5K -208 -62%
VWM
750
Venturi Wealth Management
Texas
$12.6K +$2.19K +26 +26%
28 29
30
31 32