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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
751
City Holding Co
West Virginia
$4K – – –
FA
752
Fortis Advisors
Pennsylvania
$4K +$4.06K +28 New
SWP
753
ShoreHaven Wealth Partners
New Jersey
$4K +$4.35K +30 New
CWAF
754
Core Wealth Advisors (Florida)
Florida
$4K +$4.49K +31 New
TPCW
755
TD Private Client Wealth
New York
$3.8K -$41.9K -289 -91%
WPA
756
West Paces Advisors
Georgia
$3.01K +$3.33K +23 New
FI
757
FormulaFolio Investments
Michigan
$3K -$446K -3,075 -99%
WOC
758
West Oak Capital
California
$3K -$3.62K -25 -50%
BWM
759
BerganKDV Wealth Management
Minnesota
$3K +$145 +1 +4%
ANBT
760
American National Bank & Trust
Texas
$3K +$3.04K +21 New
AFS
761
Annapolis Financial Services
Maryland
$3K +$3.48K +24 New
BMD
762
Better Money Decisions
New Mexico
$3K +$3.62K +25 New
SWA
763
Sutton Wealth Advisors
Florida
$2.49K – – –
TFO
764
Tarbox Family Office
California
$2K -$7.25K -50 -72%
SFO
765
Standard Family Office
South Dakota
$2K – – –
HDIM
766
Hanson & Doremus Investment Management
Vermont
$2K +$1.88K +13 New
VCM
767
Versant Capital Management
Arizona
$2K +$2.17K +15 New
VBCG
768
Valley Brook Capital Group
Pennsylvania
$1K -$5.07K -35 -78%
BEI
769
Benjamin Edwards Inc
Missouri
$1K – – –
CAM
770
ClariVest Asset Management
California
$1K – – –
WAS
771
Winch Advisory Services
Wisconsin
$1K – – –
TVWM
772
Tower View Wealth Management
Wisconsin
$1K +$1.01K +7 New
PMFA
773
Plante Moran Financial Advisors
Michigan
$1K +$1.45K +10 New
FGAM
774
Financial Gravity Asset Management
Texas
$888 +$983K +6,783 New
CQS
775
Credential Qtrade Securities
$654 +$725 +5 New
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