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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
926
Carmichael Hill & Associates
Maryland
$14K -$4.21K -25 -24%
LPWM
927
Lake Point Wealth Management
Texas
$14K -$4.21K -25 -24%
PWC
928
PYA Waltman Capital
Tennessee
$14K – – –
UAML
929
US Asset Management LLC
Pennsylvania
$13K +$12.6K +75 New
WT
930
Whittier Trust
California
$12K -$234K -1,388 -95%
MCM
931
Manchester Capital Management
Vermont
$12K -$62.8K -373 -85%
1IA
932
1834 Investment Advisors
Wisconsin
$12K -$2.52K -15 -18%
AWM
933
Atticus Wealth Management
Florida
$12K – – –
LAS
934
Lloyd Advisory Services
Georgia
$12K +$11.6K +69 New
CT
935
Caldwell Trust
Florida
$11.2K – – –
EWA
936
EverSource Wealth Advisors
Alabama
$11K -$2.36K -14 -18%
RCG
937
Rock Creek Group
District of Columbia
$11K +$5.22K +31 +100%
MPWT
938
MassMutual Private Wealth & Trust
Connecticut
$11K +$5.72K +34 +110%
OA
939
Operose Advisors
Wisconsin
$10K – – –
SQA
940
Simon Quick Advisors
New Jersey
$10K +$505 +3 +5%
BBPWM
941
Blue Bell Private Wealth Management
Pennsylvania
$10K +$10.1K +60 New
JGCM
942
Joseph Group Capital Management
Ohio
$10K +$10.1K +60 New
RIM
943
Rockbridge Investment Management
New York
$9.71K -$1.68K -10 -15%
MUMSS
944
Mitsubishi UFJ Morgan Stanley Securities
Japan
$9K -$127K -756 -94%
CP
945
Corbenic Partners
Pennsylvania
$9K -$1.51K -9 -14%
BAM
946
Bellevue Asset Management
Washington
$9K – – –
GLLW
947
Graves Light Lenhart Wealth
Virginia
$9K – – –
COCM
948
Charter Oak Capital Management
New Hampshire
$9K +$1.68K +10 +22%
DHGWA
949
Dixon Hughes Goodman Wealth Advisors
North Carolina
$9K +$4.88K +29 +112%
CAL
950
Capital Advisors Ltd
Ohio
$9K +$8.75K +52 New
36 37
38
39 40