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The Mosaic Company
MOS

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
451
Valeo Financial Advisors
Indiana
$42K +$42.4K +1,610 +1,193%
CAW
452
Cornerstone Advisors (Washington)
Washington
$39K +$19.6K +745 +86%
WT
453
Whittier Trust
California
$37K -$1.18K -45 -3%
WAM
454
Wealthspire Advisors (Maryland)
Maryland
$37K +$105 +4 +0.3%
TCM
455
Tradewinds Capital Management
Washington
$36K – – –
SGAM
456
Smith Group Asset Management
Texas
$36K +$1.05K +40 +3%
CAGAS
457
Capital Advisory Group Advisory Services
Minnesota
$31K +$34K +1,293 New
JFGIW
458
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30K -$25.1K -955 -44%
AA
459
AlphaMark Advisors
Kentucky
$30K – – –
TG
460
TLP Group
Illinois
$25K +$26.6K +1,011 New
BCWM
461
Bartlett & Co Wealth Management
Ohio
$24.3K +$26.3K +1,000 New
BWP
462
Baldwin Wealth Partners
Massachusetts
$24K – – –
BC
463
Bartlett & Co
Ohio
$24K – – –
HNB
464
Huntington National Bank
Ohio
$24K +$15.7K +598 +150%
IIC
465
Integrated Investment Consultants
Michigan
$24K +$26.3K +1,000 New
TC
466
Trilogy Capital
California
$24K +$26.5K +1,009 New
AIM
467
Advantage Investment Management
Iowa
$23K – – –
JCM
468
Jacobi Capital Management
Pennsylvania
$23K – – –
CPP
469
Crow Point Partners
Massachusetts
$22K +$24.2K +921 New
GLI
470
Guardian Life Insurance
New York
$20K -$8.68K -330 -29%
FGAM
471
Financial Gravity Asset Management
Texas
$19K +$18.4K +701 New
FGC
472
Financial Gravity Companies
Texas
$19K +$18.4K +701 New
QCG
473
Quadrant Capital Group
Ohio
$18K +$11.9K +454 +106%
AIS
474
AlphaOne Investment Services
Pennsylvania
$18K +$19.1K +728 New
PCG
475
Private Capital Group
Connecticut
$17K +$17.9K +681 New
17 18
19
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