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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
RTC
751
Riverview Trust Company
Washington
$18.4K +$17.4K +173 New
MCM
752
MV Capital Management
Maryland
$18.1K +$12.4K +123 +262%
CSWM
753
Cassady Schiller Wealth Management
Ohio
$17.7K +$202 +2 +1%
DCM
754
Disciplina Capital Management
Tennessee
$17.6K – – –
CA
755
Continuum Advisory
Idaho
$16.9K +$13.9K +138 New
PP
756
Pacifica Partners
Canada
$16.5K -$5.04K -50 -25%
ZB
757
Zions Bancorporation
Utah
$16.3K +$5.14K +51 +50%
VWM
758
Venturi Wealth Management
Texas
$16.2K +$2.52K +25 +20%
LF
759
LifeSteps Financial
California
$16.2K +$15.3K +152 New
RA
760
Ransom Advisory
Rhode Island
$16K +$15.1K +150 New
HM Payson & Co
761
HM Payson & Co
Maine
$15K – – –
CT
762
Caldwell Trust
Florida
$14.6K – – –
TFA
763
Toth Financial Advisory
Virginia
$14.4K – – –
CWP
764
Concord Wealth Partners
Virginia
$14.1K -$7.26K -72 -35%
CMP
765
Coston McIsaac & Partners
Maine
$14K – – –
AEPWM
766
Atlantic Edge Private Wealth Management
Florida
$13.9K -$50.4K -500 -79%
LWA
767
Lowe Wealth Advisors
Maryland
$13.9K – – –
T
768
Tidemark
California
$13.5K -$1.92K -19 -13%
MLA
769
MB, Levis & Associates
Pennsylvania
$13.5K – – –
Clearstead Advisors
770
Clearstead Advisors
Ohio
$13.4K -$2.12K -21 -16%
PIM
771
Plato Investment Management
Australia
$13.3K – – –
CFD
772
Creative Financial Designs
Indiana
$13.2K -$20.2K -200 -62%
GW&K Investment Management
773
GW&K Investment Management
Massachusetts
$13K +$907 +9 +8%
CG
774
Cutler Group
California
$13K +$8.06K +80 +160%
Bogart Wealth LLC
775
Bogart Wealth LLC
Virginia
$12.8K +$504 +5 +4%