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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
1026
TFC Financial Management
Massachusetts
$23K -$29.2K -100 -52%
1IA
1027
1834 Investment Advisors
Wisconsin
$22K -$171K -585 -87%
BDWM
1028
Brewin Dolphin Wealth Management
Ireland
$21K -$49.7K -170 -67%
MCM
1029
MV Capital Management
Maryland
$21K – – –
PWC
1030
PYA Waltman Capital
Tennessee
$21K +$23.7K +81 New
Covington Capital Management
1031
Covington Capital Management
California
$20K -$36.5K -125 -62%
PO
1032
Private Ocean
California
$20K +$10.8K +37 +93%
EverSource Wealth Advisors
1033
EverSource Wealth Advisors
Alabama
$20K +$22.8K +78 New
ARIS
1034
Advanced Research Investment Solutions
California
$19K +$21.9K +75 New
AWM
1035
Atticus Wealth Management
Florida
$18K -$75.4K -258 -79%
CAM
1036
Costello Asset Management
Pennsylvania
$17K -$35.1K -120 -65%
RIM
1037
Rockbridge Investment Management
New York
$17K +$13.2K +45 +225%
CT
1038
Caldwell Trust
Florida
$16.5K – – –
CP
1039
Corbenic Partners
Pennsylvania
$16K – – –
OA
1040
Operose Advisors
Wisconsin
$15K +$17.5K +60 New
FF
1041
FourThought Financial
Florida
$15K +$17.8K +61 New
Simon Quick Advisors
1042
Simon Quick Advisors
New Jersey
$14K -$9.94K -34 -38%
Farmers & Merchants Investments Inc
1043
Farmers & Merchants Investments Inc
Nebraska
$14K -$5.26K -18 -24%
BAM
1044
Bellevue Asset Management
Washington
$13K – – –
PMFA
1045
Plante Moran Financial Advisors
Michigan
$13K – – –
GLLW
1046
Graves Light Lenhart Wealth
Virginia
$13K +$14.6K +50 New
WWM
1047
Wolff Wiese Magana
California
$12K -$31K -106 -70%
COCM
1048
Charter Oak Capital Management
New Hampshire
$12K +$2.34K +8 +21%
GI
1049
GS Investments
Minnesota
$12K +$14K +48 New
GEA
1050
Glen Eagle Advisors
New Jersey
$11.7K – – –