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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
EH
901
Equitable Holdings
New York
$249K -$198K -537 -45%
FMW
902
Farr Miller & Washington
District of Columbia
$249K +$238K +646 New
SIS
903
Sound Income Strategies
Florida
$248K +$108K +292 +83%
BFS
904
Bradley Foster & Sargent
Connecticut
$244K +$234K +635 New
KWMG
905
King Wealth Management Group
Florida
$244K +$234K +635 New
NL
906
NWAM LLC
Washington
$244K +$234K +635 New
SVWAG
907
Sound View Wealth Advisors Group
Georgia
$243K +$233K +631 New
FCM
908
Fortis Capital Management
Washington
$242K -$139K -377 -37%
TPWA
909
TRUE Private Wealth Advisors
Oregon
$242K +$233K +631 New
FMT
910
First Mercantile Trust
Tennessee
$241K -$267K -724 -54%
MYIA
911
Mount Yale Investment Advisors
Colorado
$241K +$231K +625 New
PA
912
Procyon Advisors
Connecticut
$241K +$231K +625 New
FSA
913
Fort Sheridan Advisors
Illinois
$240K +$230K +623 New
FAM
914
Flaharty Asset Management
Florida
$238K +$228K +618 New
SAS
915
SMI Advisory Services
Indiana
$236K +$226K +614 New
WCG
916
Weaver Consulting Group
California
$236K +$226K +614 New
JWA
917
JFS Wealth Advisors
Pennsylvania
$234K +$36.9K +100 +20%
CH
918
Canton Hathaway
Rhode Island
$231K -$73.8K -200 -25%
BOTW
919
Bank of the West
California
$231K +$221K +599 New
GJIC
920
Gamble Jones Investment Counsel
California
$231K +$221K +600 New
GIM
921
Grassi Investment Management
California
$231K +$221K +600 New
PFA
922
Pettinga Financial Advisors
Indiana
$231K +$221K +600 New
WC
923
Westhampton Capital
North Carolina
$231K +$221K +600 New
MAM
924
Marotta Asset Management
Virginia
$230K +$221K +598 New
DSC
925
Duncker Streett & Co
Missouri
$229K – – –