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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
826
Consultiva Wealth Management
Puerto Rico
$73K – – –
TWA
827
TCI Wealth Advisors
Arizona
$71.9K +$10.7K +65 +16%
GWSG
828
GPS Wealth Strategies Group
Colorado
$70K +$75.2K +456 New
PSB
829
Piscataqua Savings Bank
New Hampshire
$69.1K – – –
PFBT
830
Parkside Financial Bank & Trust
Missouri
$69K +$165 +1 +0.2%
WIM
831
WealthPlan Investment Management
Nebraska
$68.3K +$73.4K +445 New
KFS
832
Kelly Financial Services
Massachusetts
$68.2K +$44.4K +269 +154%
FP
833
Financial Perspectives
Minnesota
$66.9K +$37.9K +230 +112%
HFS
834
Hantz Financial Services
Michigan
$65K +$165 +1 +0.2%
LWANC
835
Laurel Wealth Advisors (North Carolina)
North Carolina
$61.4K +$33K +200 +100%
HPC
836
HM Payson & Co
Maine
$58.6K +$1.65K +10 +3%
BCWM
837
Bartlett & Co Wealth Management
Ohio
$58.4K -$8.25K -50 -12%
BC
838
Bartlett & Co
Ohio
$58K -$8.25K -50 -12%
EWA
839
EverSource Wealth Advisors
Alabama
$55.8K -$42.6K -258 -42%
BSB
840
Bangor Savings Bank
Maine
$55.3K – – –
CFB
841
Cullen/Frost Bankers
Texas
$51.8K +$54.9K +333 +8,325%
AA
842
Ancora Advisors
Ohio
$50.5K +$15.8K +96 +41%
LWCFA
843
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$49.1K -$110K -665 -68%
CM
844
Capula Management
Cayman Islands
$47.6K +$51.1K +310 New
CT
845
Colonial Trust
South Carolina
$46.1K – – –
EWM
846
Endurance Wealth Management
Rhode Island
$46K – – –
JEST
847
JTC Employer Solutions Trustee
Jersey
$46K – – –
CFO
848
CVA Family Office
Colorado
$44.5K -$10.7K -65 -18%
CFFP
849
Center for Financial Planning
Michigan
$44.2K – – –
HCP
850
Hexagon Capital Partners
Arkansas
$44K -$1.32K -8 -3%
32 33
34
35 36