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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1051
Raffa Wealth Management
District of Columbia
$11.2K +$585 +2 +5%
TFO
1052
Tarbox Family Office
California
$11K -$35.4K -121 -74%
BC
1053
Burleson & Co
California
$11K – – –
GAM
1054
Gemmer Asset Management
California
$11K +$4.09K +14 +48%
TPCW
1055
TD Private Client Wealth
New York
$9.4K -$94.1K -322 -90%
WTA
1056
Washington Trust Advisors
Massachusetts
$9K +$10.2K +35 New
MPWT
1057
MassMutual Private Wealth & Trust
Connecticut
$8K -$32.2K -110 -78%
CFD
1058
Creative Financial Designs
Indiana
$8K – – –
RCG
1059
Rock Creek Group
District of Columbia
$8K +$2.34K +8 +35%
EWM
1060
Evermay Wealth Management
Virginia
$8K +$8.77K +30 New
SWA
1061
Sutton Wealth Advisors
Florida
$7.37K -$9.06K -31 -52%
FA
1062
Fortis Advisors
Pennsylvania
$7K – – –
DHGWA
1063
Dixon Hughes Goodman Wealth Advisors
North Carolina
$7K +$7.6K +26 New
SCA
1064
Sandy Cove Advisors
Massachusetts
$7K +$8.19K +28 New
RA
1065
Rise Advisors
New York
$6.86K +$7.89K +27 New
HVM
1066
Harvest Volatility Management
Connecticut
$6.28K -$5.43M -18,580 -100%
NL
1067
NVWM LLC
Pennsylvania
$6K -$1.18M -4,032 -99%
MSFP
1068
Mark Sheptoff Financial Planning
Connecticut
$6K -$36.5K -125 -83%
SAM
1069
Strategic Asset Management
Minnesota
$6K -$5.85K -20 -44%
BWM
1070
BerganKDV Wealth Management
Minnesota
$6K – – –
PCFFS
1071
Pacific Center for Financial Services
California
$6K – – –
CHC
1072
City Holding Co
West Virginia
$6K +$2.92K +10 +33%
AIM
1073
AHL Investment Management
Florida
$6K +$7.31K +25 New
PP
1074
PFS Partners
New Jersey
$5.08K +$5.85K +20 New
PWMG
1075
Prestige Wealth Management Group
New Jersey
$5K -$25.1K -86 -83%