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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
OPW
876
Oxler Private Wealth
New York
$267K +$256K +695 New
Financial Engines Advisors
877
Financial Engines Advisors
California
$267K +$257K +696 New
CPO
878
Cerity Partners OCIO
New York
$266K +$254K +690 New
MWM
879
Mission Wealth Management
California
$266K +$255K +692 New
IC
880
Intersect Capital
California
$264K +$253K +687 New
LFAS
881
Level Four Advisory Services
Texas
$262K -$375K -1,018 -60%
CA
882
Crewe Advisors
Utah
$260K
First Manhattan
883
First Manhattan
New York
$259K
BFWA
884
Benchmark Financial Wealth Advisors
Florida
$259K +$248K +672 New
RFC
885
Regions Financial Corp
Alabama
$259K +$249K +674 New
1IA
886
1834 Investment Advisors
Wisconsin
$258K -$1.94M -5,249 -89%
HIMC
887
Heritage Investors Management Corp
Maryland
$258K +$247K +670 New
TCM
888
Traynor Capital Management
Pennsylvania
$258K +$247K +671 New
VA
889
Valmark Advisers
Ohio
$256K +$246K +666 New
CL
890
Choreo LLC
Illinois
$254K +$243K +660 New
DTL
891
Dynamic Technology Lab
Singapore
$253K +$242K +657 New
AOG
892
Alpha Omega Group
Virginia
$252K +$241K +654 New
MOS
893
MGO One Seven
Ohio
$250K -$120K -326 -31%
BFM
894
Boston Financial Management
Massachusetts
$250K +$240K +650 New
KMWM
895
Keudell/Morrison Wealth Management
Oregon
$250K +$240K +650 New
MCG
896
McCollum Christoferson Group
New York
$250K +$240K +650 New
IA
897
IAM Advisory
Pennsylvania
$250K +$303K +821 New
EH
898
Equitable Holdings
New York
$249K -$198K -537 -45%
FMW
899
Farr Miller & Washington
District of Columbia
$249K +$238K +646 New
SIS
900
Sound Income Strategies
Florida
$248K +$108K +292 +83%