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The Mosaic Company

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Cadence Wealth Management
Massachusetts
$1.17M +$108K +4,652 +9%
AB
252
Amalgamated Bank
New York
$1.17M -$137K -5,919 -10%
RIA
253
Recurrent Investment Advisors
Texas
$1.16M +$2.2K +95 +0.2%
BCP
254
Berkeley Capital Partners
Georgia
$1.12M +$1.22M +52,746 New
NIM
255
NEOS Investment Management
Connecticut
$1.1M +$120K +5,177 +11%
PNC Financial Services Group
256
PNC Financial Services Group
Pennsylvania
$1.09M -$147K -6,346 -11%
GC
257
Guidance Capital
Kentucky
$1.08M +$58.2K +2,516 +6%
TD Asset Management
258
TD Asset Management
Ontario, Canada
$1.08M -$1.1M -47,621 -48%
Toronto Dominion Bank
259
Toronto Dominion Bank
Ontario, Canada
$1.07M +$3.4K +147 +0.3%
Lazard Asset Management
260
Lazard Asset Management
New York
$1.07M +$148K +6,418 +15%
YCM
261
Yousif Capital Management
Michigan
$1.05M +$93.3K +4,036 +9%
FSA
262
Financial Sense Advisors
California
$1.03M +$359K +15,549 +47%
URS
263
Utah Retirement Systems
Utah
$1.03M -$57.8K -2,502 -5%
QIM
264
Quantitative Investment Management
Virginia
$1.03M +$266K +11,502 +31%
WW
265
Waterfront Wealth
Kansas
$1.02M +$796K +34,440 +268%
BHCM
266
Brevan Howard Capital Management
Jersey
$993K +$679K +29,366 +168%
FPAS
267
Focus Partners Advisor Solutions
Missouri
$974K +$389K +16,808 +58%
N
268
Natixis
France
$965K +$892K +38,578 +553%
CII
269
Capital International Inc
California
$957K +$1.04M +45,154 New
VRS
270
Virginia Retirement Systems
Virginia
$957K -$495K -21,400 -32%
Corient Private Wealth
271
Corient Private Wealth
Florida
$946K -$463K -20,031 -48%
MCM
272
MAI Capital Management
Ohio
$946K +$429K +18,541 +71%
IA
273
IFP Advisors
Florida
$939K +$95.7K +4,138 +10%
William Blair & Company
274
William Blair & Company
Illinois
$938K +$294K +12,700 +40%
VAM
275
Verity Asset Management
North Carolina
$937K +$71K +3,072 +7%