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The Mosaic Company

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
451
Aevitas Wealth Management
Massachusetts
$56K
TCM
452
Tradewinds Capital Management
Washington
$54K +$4.52K +150 +10%
CAW
453
Cornerstone Advisors (Washington)
Washington
$53K +$452 +15 +0.9%
WAM
454
Wealthspire Advisors (Maryland)
Maryland
$53K +$2.86K +95 +6%
SWM
455
SeaCrest Wealth Management
New York
$50K -$30.1K -1,000 -39%
CAGAS
456
Capital Advisory Group Advisory Services
Minnesota
$47K +$4.52K +150 +12%
Fifth Third Bancorp
457
Fifth Third Bancorp
Ohio
$45K -$1.78K -59 -4%
AA
458
AlphaMark Advisors
Kentucky
$41K
BFEC
459
Benjamin F. Edwards & Company
Missouri
$40K -$14K -466 -28%
WT
460
Whittier Trust
California
$40K +$2.65K +88 +8%
HCM
461
Highlander Capital Management
New Jersey
$39K +$36.2K +1,200 New
APP
462
Avantax Planning Partners
Iowa
$36K +$33.5K +1,111 New
ASN
463
Advisory Services Network
Georgia
$34K -$3.25K -108 -9%
CHP
464
Cable Hill Partners
Oregon
$34K +$30.1K +1,000 New
Capstone Investment Advisors
465
Capstone Investment Advisors
New York
$34K +$31.4K +1,043 New
TC
466
Trilogy Capital
California
$33K +$30 +1 +0.1%
GLI
467
Guardian Life Insurance
New York
$33K +$1.02K +34 +3%
AIL
468
AGF Investments LLC
Ontario, Canada
$33K +$30.6K +1,014 New
BCWM
469
Bartlett & Co Wealth Management
Ohio
$32.5K
BC
470
Bartlett & Co
Ohio
$32K
SLF
471
Sun Life Financial
Ontario, Canada
$32K +$934 +31 +3%
Credit Agricole
472
Credit Agricole
France
$32K +$30.1K +1,000 New
AIM
473
Advantage Investment Management
Iowa
$31K
JCM
474
Jacobi Capital Management
Pennsylvania
$31K
KA
475
Kaizen Advisory
Illinois
$26K