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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
GCS
726
Gordian Capital (Singapore)
Singapore
$354 – – –
WAS
727
Winch Advisory Services
Wisconsin
$291 – – –
PWA
728
Principia Wealth Advisory
Texas
$291 +$335 +7 New
WW
729
Winnow Wealth
Texas
$250 +$287 +6 New
NC
730
NewSquare Capital
Pennsylvania
$249 +$287 +6 New
NWWA
731
New Wave Wealth Advisors
Arkansas
$249 +$287 +6 New
TWD
732
True Wealth Design
Ohio
$208 -$239 -5 -50%
CAC
733
Core Alternative Capital
Georgia
$208 – – –
CPL
734
Capital & Planning LLC
Georgia
$208 +$239 +5 New
CFG
735
Chapman Financial Group
Hawaii
$208 +$239 +5 New
AF
736
Advisornet Financial
Minnesota
$172 -$669 -14 -78%
TCM
737
TruNorth Capital Management
Michigan
$166 – – –
WA
738
WestEnd Advisors
North Carolina
$166 – – –
WA
739
Whipplewood Advisors
Colorado
$166 +$191 +4 New
MAS
740
MPWM Advisory Solutions
Georgia
$125 +$143 +3 New
DPW
741
DiNuzzo Private Wealth
Pennsylvania
$84 -$765 -16 -89%
RWM
742
Rialto Wealth Management
New York
$84 +$96 +2 New
CB
743
CNB Bank
Pennsylvania
$83 – – –
DFA
744
DHJJ Financial Advisors
Illinois
$42 – – –
HCM
745
Hollencrest Capital Management
California
$42 – – –
LG
746
LAM Group
Oregon
$42 – – –
SC
747
SouthState Corp
Florida
$8 – – –
RDFA
748
Ritter Daniher Financial Advisory
Ohio
$1 – – –
Mawer Investment Management
749
Mawer Investment Management
Alberta, Canada
– -$127M -1,901,668 Closed
AIM
750
ARK Investment Management
Florida
– -$77.8M -1,163,946 Closed