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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
801
CarsonAllaria Wealth Management
Illinois
$20.5K – – –
RTC
802
Riverview Trust Company
Washington
$20.5K – – –
CSWM
803
Cassady Schiller Wealth Management
Ohio
$19.7K – – –
DCM
804
Disciplina Capital Management
Tennessee
$19.6K – – –
RS
805
Rakuten Securities
Japan
$19.4K -$36.7K -290 -64%
C
806
Covestor
United Kingdom
$19K -$32.5K -257 -62%
GKIM
807
GW&K Investment Management
Massachusetts
$19K +$4.93K +39 +31%
RCM
808
Raleigh Capital Management
North Carolina
$18.5K +$5.06K +40 +34%
HFS
809
Hantz Financial Services
Michigan
$18K -$14.9K -118 -44%
HPC
810
HM Payson & Co
Maine
$17.9K +$1.26K +10 +7%
RA
811
Ransom Advisory
Rhode Island
$17.8K – – –
CA
812
Continuum Advisory
Idaho
$17.3K +$1.01K +8 +6%
ZB
813
Zions Bancorporation
Utah
$17.1K -$1.14K -9 -6%
RWM
814
Raffa Wealth Management
District of Columbia
$17K +$12.7K +100 +233%
BTI
815
Blue Trust Inc
Georgia
$16.7K +$9.74K +77 +96%
CT
816
Caldwell Trust
Florida
$16.3K – – –
TFA
817
Toth Financial Advisory
Virginia
$16K – – –
CMP
818
Coston McIsaac & Partners
Maine
$16K – – –
AEPWM
819
Atlantic Edge Private Wealth Management
Florida
$15.4K – – –
LWA
820
Lowe Wealth Advisors
Maryland
$15.4K – – –
Fidelity International
821
Fidelity International
Bermuda
$15.4K +$16.5K +130 New
MLA
822
MB, Levis & Associates
Pennsylvania
$15.1K – – –
T
823
Tidemark
California
$15.1K – – –
BWL
824
Bogart Wealth LLC
Virginia
$15.1K +$886 +7 +6%
SHIM
825
Stone House Investment Management
Pennsylvania
$14.7K -$9.62K -76 -38%