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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
826
Latitude Advisors
Florida
$316K +$302K +820 New
FCH
827
Freestone Capital Holdings
Washington
$315K +$778K +2,109 New
RC
828
Rinet Company
Massachusetts
$313K +$300K +813 New
LWA
829
Lineweaver Wealth Advisors
Ohio
$313K +$300K +814 New
HA
830
Hamel Associates
New Jersey
$312K +$299K +810 New
JCM
831
Jag Capital Management
Missouri
$309K +$296K +802 New
MLL
832
Moody Lynn & Lieberson
Massachusetts
$308K -$65.6K -178 -18%
ERWM
833
Elk River Wealth Management
Colorado
$308K +$295K +800 New
SSCA
834
South Shore Capital Advisors
Massachusetts
$308K +$295K +800 New
IUHSA
835
Itau Unibanco Holding S.A.
Brazil
$307K +$80.4K +218 +38%
SMA
836
Sage Mountain Advisors
Georgia
$303K -$114K -308 -28%
SBL
837
Sargent Bickham Lagudis
Colorado
$301K +$37.6K +102 +15%
GWM
838
Gitterman Wealth Management
New Jersey
$300K +$288K +780 New
CCMG
839
Clark Capital Management Group
Pennsylvania
$299K +$287K +777 New
LPT
840
Legacy Private Trust
Wisconsin
$298K +$286K +775 New
AMM
841
American Money Management
California
$297K +$284K +771 New
AIP
842
Almanack Investment Partners
Pennsylvania
$296K +$284K +769 New
HFG
843
Heron Financial Group
New York
$295K +$283K +767 New
MFA
844
Mayflower Financial Advisors
Massachusetts
$293K +$324K +879 New
VCM
845
Vigilant Capital Management
Maine
$292K – – –
ADL
846
Asset Dedication LLC
California
$292K +$15.5K +42 +6%
RWP
847
RWA Wealth Partners
Massachusetts
$292K +$280K +758 New
GP
848
Girard Partners
Pennsylvania
$290K +$278K +755 New
EL
849
EMFO LLC
Florida
$289K -$18.4K -50 -6%
AFP
850
Ausdal Financial Partners
Iowa
$289K +$277K +751 New
32 33
34
35 36