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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
801
Burney Company
Virginia
$366K +$351K +951 New
WG
802
Welch Group
Alabama
$356K +$27.3K +74 +9%
SOW
803
State of Wyoming
Wyoming
$356K +$259K +701 +314%
WPW
804
Waldron Private Wealth
Pennsylvania
$354K +$339K +920 New
MMG
805
Monetary Management Group
Missouri
$353K +$339K +918 New
QT
806
Quantamental Technologies
New York
$351K +$336K +912 New
SFM
807
Signet Financial Management
New Jersey
$349K +$14.4K +39 +4%
CGA
808
Crescent Grove Advisors
Illinois
$347K +$8.11K +22 +3%
P
809
&Partners
Tennessee
$346K – – –
RIA
810
Realta Investment Advisors
Delaware
$344K +$14.8K +40 +5%
CCM
811
CAAS Capital Management
New York
$343K -$388K -1,053 -54%
MYLI
812
Meiji Yasuda Life Insurance
Japan
$339K +$325K +880 New
GRP
813
Global Retirement Partners
California
$333K +$208K +565 +188%
MAG
814
MRA Advisory Group
New Jersey
$332K – – –
HHGA
815
Halbert Hargrove Global Advisors
California
$332K +$318K +863 New
CGL
816
Clarius Group LLC
Washington
$331K +$317K +859 New
MMA
817
Miracle Mile Advisors
California
$331K +$318K +861 New
BWP
818
BSW Wealth Partners
Colorado
$327K -$144K -390 -31%
AP
819
Atwood & Palmer
Missouri
$327K – – –
AA
820
ALPS Advisors
Colorado
$327K +$313K +849 New
SIC
821
Salem Investment Counselors
North Carolina
$325K +$1.48K +4 +0.5%
BCA
822
Bay Colony Advisors
Massachusetts
$323K -$144K -390 -32%
WPW
823
Warther Private Wealth
Ohio
$320K – – –
PWPS
824
Pinnacle Wealth Planning Services
Ohio
$320K +$307K +832 New
AFS
825
Access Financial Services
Minnesota
$316K +$302K +820 New
31 32
33
34 35