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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
751
Cassady Schiller Wealth Management
Ohio
$17.7K +$202 +2 +1%
DCM
752
Disciplina Capital Management
Tennessee
$17.6K – – –
CA
753
Continuum Advisory
Idaho
$16.9K +$13.9K +138 New
PP
754
Pacifica Partners
Canada
$16.5K -$5.04K -50 -25%
ZB
755
Zions Bancorporation
Utah
$16.3K +$5.14K +51 +50%
VWM
756
Venturi Wealth Management
Texas
$16.2K +$2.52K +25 +20%
LF
757
LifeSteps Financial
California
$16.2K +$15.3K +152 New
RA
758
Ransom Advisory
Rhode Island
$16K +$15.1K +150 New
HPC
759
HM Payson & Co
Maine
$15K – – –
CT
760
Caldwell Trust
Florida
$14.6K – – –
TFA
761
Toth Financial Advisory
Virginia
$14.4K – – –
CWP
762
Concord Wealth Partners
Virginia
$14.1K -$7.26K -72 -35%
CMP
763
Coston McIsaac & Partners
Maine
$14K – – –
AEPWM
764
Atlantic Edge Private Wealth Management
Florida
$13.9K -$50.4K -500 -79%
LWA
765
Lowe Wealth Advisors
Maryland
$13.9K – – –
T
766
Tidemark
California
$13.5K -$1.92K -19 -13%
MLA
767
MB, Levis & Associates
Pennsylvania
$13.5K – – –
CA
768
Clearstead Advisors
Ohio
$13.4K -$2.12K -21 -16%
PIM
769
Plato Investment Management
Australia
$13.3K – – –
CFD
770
Creative Financial Designs
Indiana
$13.2K -$20.2K -200 -62%
GKIM
771
GW&K Investment Management
Massachusetts
$13K +$907 +9 +8%
CG
772
Cutler Group
California
$13K +$8.06K +80 +160%
BWL
773
Bogart Wealth LLC
Virginia
$12.8K +$504 +5 +4%
RCM
774
Raleigh Capital Management
North Carolina
$12.4K +$8.16K +81 +231%
LJHT
775
Laurie J. Hall Trustee
$12K – – –
29 30
31
32 33