We are live on ! Find out more
MRNA icon

Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
926
Baldwin Wealth Partners
Massachusetts
$85K – – –
TWM
927
Tradition Wealth Management
Minnesota
$85K +$97.9K +335 New
SIAP
928
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$84K +$29.2K +100 +43%
PSB
929
Piscataqua Savings Bank
New Hampshire
$83K +$14.6K +50 +18%
SWA
930
SOA Wealth Advisors
New York
$82K -$56.4K -193 -37%
TFA
931
Toth Financial Advisory
Virginia
$79K – – –
AA
932
AlphaCentric Advisors
Puerto Rico
$79K +$91.5K +313 New
CWP
933
Concord Wealth Partners
Virginia
$77K +$67.2K +230 +319%
JEST
934
JTC Employer Solutions Trustee
Jersey
$76K – – –
PP
935
PrairieView Partners
Minnesota
$76K – – –
HM Payson & Co
936
HM Payson & Co
Maine
$76K +$45.6K +156 +108%
AIP
937
Ahrens Investment Partners
Louisiana
$76K +$87.1K +298 New
CFFP
938
Center for Financial Planning
Michigan
$73K – – –
CFO
939
CVA Family Office
Colorado
$72K +$83.3K +285 New
WB
940
Webster Bank
Connecticut
$68K – – –
MW
941
Milestone Wealth
New York
$68K +$77.8K +266 New
JWM
942
Janiczek Wealth Management
Colorado
$66K +$12K +41 +19%
ZB
943
Zions Bancorporation
Utah
$66K +$16.1K +55 +27%
SIC
944
SJS Investment Consulting
Ohio
$64K +$73.7K +252 New
AF
945
Arrow Financial
New York
$63K – – –
Thompson Siegel & Walmsley
946
Thompson Siegel & Walmsley
Virginia
$63K – – –
CFA
947
Carroll Financial Associates
North Carolina
$61K -$292 -1 -0.4%
VNA
948
Valley National Advisers
Pennsylvania
$61K +$10.8K +37 +18%
TCWM
949
Total Clarity Wealth Management
Illinois
$60K -$1.46K -5 -2%
GFPC
950
Global Financial Private Client
Florida
$58.4K – – –