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Moderna
MRNA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1201
Confluence Wealth Services
Pennsylvania
– -$25K -100 Closed
DAM
1202
Delta Asset Management
Tennessee
– -$25K -100 Closed
SFO
1203
Standard Family Office
South Dakota
– -$25K -100 Closed
PO
1204
Private Ocean
California
– -$20K -77 Closed
ARIS
1205
Advanced Research Investment Solutions
California
– -$19K -75 Closed
EWM
1206
Evermay Wealth Management
Virginia
– -$8K -30 Closed
AIM
1207
AHL Investment Management
Florida
– -$6K -25 Closed
MSFP
1208
Mark Sheptoff Financial Planning
Connecticut
– -$6K -25 Closed
NL
1209
NVWM LLC
Pennsylvania
– -$6K -23 Closed
IFA
1210
Interactive Financial Advisors
Illinois
– -$5K -20 Closed
PP
1211
PFS Partners
New Jersey
– -$5.08K -20 Closed
CWAF
1212
Core Wealth Advisors (Florida)
Florida
– -$5K -19 Closed
CFCI
1213
Comprehensive Financial Consultants Institutional
Indiana
– -$2K -15 Closed
FFG
1214
Ford Financial Group
California
– -$3 -13 Closed
HDIM
1215
Hanson & Doremus Investment Management
Vermont
– -$3K -13 Closed
AHIA
1216
Andrew Hill Investment Advisors
Florida
– -$2K -11 Closed
NOI
1217
Newton One Investments
Delaware
– -$2K -9 Closed
JRFS
1218
James Reed Financial Services
Ohio
– -$1K -6 Closed
BHWM
1219
Beaird Harris Wealth Management
Texas
– -$1K -5 Closed
TC
1220
TAP Consulting
Missouri
– -$1K -4 Closed
RCM
1221
Raleigh Capital Management
North Carolina
– -$1K -2 Closed
IRC
1222
Investors Research Corp
Georgia
– +$337 +2 New
WSCM
1223
Wellington Shields Capital Management
New York
– +$337 +2 New
CIAS
1224
CFS Investment Advisory Services
New Jersey
– +$1.99M +11,835 +667%
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