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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1051
Minot Wealth Management
Massachusetts
– -$205K -1,188 Closed
SB
1052
Strategic Blueprint
Georgia
– -$205K -1,188 Closed
HSA
1053
HBK Sorce Advisory
Pennsylvania
– -$204K -1,187 Closed
AWM
1054
Axxcess Wealth Management
California
– -$204K -1,186 Closed
CHAM
1055
Clear Harbor Asset Management
Connecticut
– -$204K -1,185 Closed
OMIC
1056
Old Mission Investment Co
Michigan
– -$203K -1,181 Closed
WANY
1057
Wealthspire Advisors (New York)
New York
– -$202K -1,175 Closed
Koshinski Asset Management
1058
Koshinski Asset Management
Illinois
– -$122K -709 Closed
T
1059
TCWP
Ohio
– -$112K -651 Closed
DC
1060
DeDora Capital
California
– -$90K -520 Closed
MA
1061
MUFG Americas
New York
– -$86K -500 Closed
AWA
1062
Aaron Wealth Advisors
Illinois
– -$56.3K -327 Closed
TWM
1063
Tradition Wealth Management
Minnesota
– -$54K -313 Closed
PP
1064
PrairieView Partners
Minnesota
– -$52K -300 Closed
HA
1065
Herold Advisors
New York
– -$50K -290 Closed
FAG
1066
Fortitude Advisory Group
Washington
– -$39K -225 Closed
RCA
1067
Reitz Capital Advisors
Michigan
– -$30K -175 Closed
HIIFS
1068
Harel Insurance Investments & Financial Services
Israel
– -$24K -140 Closed
TFO
1069
Tarbox Family Office
California
– -$19K -108 Closed
ACM
1070
Aquatic Capital Management
Illinois
– -$17K -100 Closed
FFA
1071
Freedman Financial Associates
Massachusetts
– -$17K -100 Closed
CAGAS
1072
Capital Advisory Group Advisory Services
Minnesota
– -$15K -86 Closed
LPWM
1073
Lake Point Wealth Management
Texas
– -$14K -80 Closed
WIM
1074
Westside Investment Management
California
– -$12 -70 Closed
LAS
1075
Lloyd Advisory Services
Georgia
– -$12K -69 Closed