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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
826
Warther Private Wealth
Ohio
$320K – – –
PWPS
827
Pinnacle Wealth Planning Services
Ohio
$320K +$307K +832 New
AFS
828
Access Financial Services
Minnesota
$316K +$302K +820 New
LA
829
Latitude Advisors
Florida
$316K +$302K +820 New
FCH
830
Freestone Capital Holdings
Washington
$315K +$778K +2,109 New
RC
831
Rinet Company
Massachusetts
$313K +$300K +813 New
LWA
832
Lineweaver Wealth Advisors
Ohio
$313K +$300K +814 New
HA
833
Hamel Associates
New Jersey
$312K +$299K +810 New
JCM
834
Jag Capital Management
Missouri
$309K +$296K +802 New
MLL
835
Moody Lynn & Lieberson
Massachusetts
$308K -$65.6K -178 -18%
ERWM
836
Elk River Wealth Management
Colorado
$308K +$295K +800 New
SSCA
837
South Shore Capital Advisors
Massachusetts
$308K +$295K +800 New
IUHSA
838
Itau Unibanco Holding S.A.
Brazil
$307K +$80.4K +218 +38%
SMA
839
Sage Mountain Advisors
Georgia
$303K -$114K -308 -28%
SBL
840
Sargent Bickham Lagudis
Colorado
$301K +$37.6K +102 +15%
GWM
841
Gitterman Wealth Management
New Jersey
$300K +$288K +780 New
CCMG
842
Clark Capital Management Group
Pennsylvania
$299K +$287K +777 New
LPT
843
Legacy Private Trust
Wisconsin
$298K +$286K +775 New
AMM
844
American Money Management
California
$297K +$284K +771 New
AIP
845
Almanack Investment Partners
Pennsylvania
$296K +$284K +769 New
HFG
846
Heron Financial Group
New York
$295K +$283K +767 New
MFA
847
Mayflower Financial Advisors
Massachusetts
$293K +$324K +879 New
VCM
848
Vigilant Capital Management
Maine
$292K – – –
ADL
849
Asset Dedication LLC
California
$292K +$15.5K +42 +6%
RWP
850
RWA Wealth Partners
Massachusetts
$292K +$280K +758 New
32 33
34
35 36