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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
751
TD Capital Management
Tennessee
$5K +$5.8K +40 New
MS
752
Mizuho Securities
Japan
$5K +$5.94K +41 New
BWM
753
Baystate Wealth Management
Massachusetts
$4K – – –
CHC
754
City Holding Co
West Virginia
$4K – – –
FA
755
Fortis Advisors
Pennsylvania
$4K +$4.06K +28 New
SWP
756
ShoreHaven Wealth Partners
New Jersey
$4K +$4.35K +30 New
CWAF
757
Core Wealth Advisors (Florida)
Florida
$4K +$4.49K +31 New
TPCW
758
TD Private Client Wealth
New York
$3.8K -$41.9K -289 -91%
WPA
759
West Paces Advisors
Georgia
$3.01K +$3.33K +23 New
FI
760
FormulaFolio Investments
Michigan
$3K -$446K -3,075 -99%
WOC
761
West Oak Capital
California
$3K -$3.62K -25 -50%
BWM
762
BerganKDV Wealth Management
Minnesota
$3K +$145 +1 +4%
ANBT
763
American National Bank & Trust
Texas
$3K +$3.04K +21 New
AFS
764
Annapolis Financial Services
Maryland
$3K +$3.48K +24 New
BMD
765
Better Money Decisions
New Mexico
$3K +$3.62K +25 New
SWA
766
Sutton Wealth Advisors
Florida
$2.49K – – –
TFO
767
Tarbox Family Office
California
$2K -$7.25K -50 -72%
SFO
768
Standard Family Office
South Dakota
$2K – – –
HDIM
769
Hanson & Doremus Investment Management
Vermont
$2K +$1.88K +13 New
VCM
770
Versant Capital Management
Arizona
$2K +$2.17K +15 New
VBCG
771
Valley Brook Capital Group
Pennsylvania
$1K -$5.07K -35 -78%
BEI
772
Benjamin Edwards Inc
Missouri
$1K – – –
CAM
773
ClariVest Asset Management
California
$1K – – –
WAS
774
Winch Advisory Services
Wisconsin
$1K – – –
TVWM
775
Tower View Wealth Management
Wisconsin
$1K +$1.01K +7 New
29 30
31
32 33