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Moderna

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1126
Accurate Wealth Management
Florida
– -$21.8K -115 Closed
OWA
1127
One Wealth Advisors
California
– -$18K -100 Closed
YC
1128
Yarbrough Capital
Tennessee
– -$18K -100 Closed
DCP
1129
Distillate Capital Partners
Illinois
– -$14.5K -81 Closed
AA
1130
AlphaMark Advisors
Kentucky
– -$13K -75 Closed
AF
1131
Affiance Financial
Minnesota
– -$13.1K -73 Closed
IAS
1132
IMA Advisory Services
Colorado
– -$12.2K -68 Closed
CAS
1133
Coppell Advisory Solutions
Texas
– -$11K -61 Closed
CASC
1134
Coppell Advisory Solutions Corp
Texas
– -$11K -61 Closed
BBPWM
1135
Blue Bell Private Wealth Management
Pennsylvania
– -$10.8K -60 Closed
MPCL
1136
My Personal CFO LLC
Washington
– -$9.34K -52 Closed
KFP
1137
KB Financial Partners
New Jersey
– -$5K -29 Closed
BHWM
1138
Beaird Harris Wealth Management
Texas
– -$4.67K -26 Closed
MUMSS
1139
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$4K -20 Closed
RTL
1140
Red Tortoise LLC
Georgia
– -$3.59K -20 Closed
SC
1141
Sierra Capital
Florida
– -$3K -17 Closed
RFS
1142
Retirement Financial Solutions
Tennessee
– -$1.8K -10 Closed
FPFS
1143
First Personal Financial Services
North Carolina
– -$1.44K -8 Closed
CWC
1144
Carolinas Wealth Consulting
North Carolina
– -$1.08K -6 Closed
TCA
1145
Trifecta Capital Advisors
Illinois
– -$1.08K -6 Closed
BWM
1146
Baystate Wealth Management
Massachusetts
– -$1K -5 Closed
CWM
1147
Cranbrook Wealth Management
Michigan
– -$718 -4 Closed
FA
1148
Fiduciary Alliance
South Carolina
– -$718 -4 Closed
HF
1149
Halpern Financial
Virginia
– -$180 -1 Closed
BAM
1150
Baldrige Asset Management
Pennsylvania
– +$330 +2 New