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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
751
CFS Investment Advisory Services
New Jersey
$300K +$126K +431 +32%
BCI
752
Brinker Capital Investments
Pennsylvania
$300K +$345K +1,180 New
PFGIA
753
Patriot Financial Group Insurance Agency
Massachusetts
$299K -$632K -2,161 -65%
HI
754
Humankind Investments
New York
$299K +$128K +438 +59%
SC
755
Savant Capital
Illinois
$298K +$343K +1,174 New
CIS
756
Capital International Sarl
California
$298K +$344K +1,175 New
SAM
757
Sabadell Asset Management
Spain
$298K – – –
SFO
758
Stokes Family Office
Louisiana
$297K +$2.63K +9 +0.8%
AWA
759
Amplius Wealth Advisors
Pennsylvania
$296K +$341K +1,167 New
SG
760
StoneX Group
New York
$296K +$24K +82 +8%
EBT
761
Enterprise Bank & Trust
Massachusetts
$295K – – –
RIA
762
Realta Investment Advisors
Delaware
$292K +$74.8K +256 +29%
GSAM
763
Grant Street Asset Management
Pennsylvania
$292K +$336K +1,150 New
RCA
764
Roberts Capital Advisors
Colorado
$291K +$334K +1,144 New
MSR
765
Main Street Research
Connecticut
$290K -$2.05K -7 -0.6%
OIA
766
OneDigital Investment Advisors
Kansas
$288K -$33.6K -115 -9%
EH
767
Equitable Holdings
New York
$288K +$142K +487 +75%
VWA
768
Visionary Wealth Advisors
Illinois
$288K +$331K +1,133 New
RA
769
RFG Advisory
Alabama
$286K +$157K +536 +91%
PGWM
770
Parisi Gray Wealth Management
New Jersey
$285K -$25.1K -86 -7%
CPC
771
Congress Park Capital
New York
$285K +$328K +1,121 New
RIA
772
Richwood Investment Advisors
Ohio
$285K +$328K +1,121 New
BFPW
773
BOK Financial Private Wealth
Colorado
$283K -$18.1K -62 -5%
CI
774
CPR Investments
Michigan
$283K +$326K +1,114 New
YIH
775
Y-Intercept (HK)
Hong Kong
$281K +$323K +1,106 New
29 30
31
32 33