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The Mosaic Company

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
451
Lenox Wealth Advisors
New York
$7K -$12.1K -600 -66%
BFC
452
Bedel Financial Consulting
Indiana
$7K
EWM
453
Endurance Wealth Management
Rhode Island
$7K
Lazard Asset Management
454
Lazard Asset Management
New York
$7K
POIA
455
Pin Oak Investment Advisors
Texas
$7K
CI
456
CX Institutional
Indiana
$7K +$483 +24 +9%
OSAM
457
O'Shaughnessy Asset Management
Connecticut
$7K +$2.42K +120 +68%
SWA
458
SOA Wealth Advisors
New York
$7K +$5.32K +264 New
NFG
459
Next Financial Group
Texas
$6K -$53.2K -2,642 -91%
EI
460
Ellevest Inc
New York
$6K -$3.93K -195 -43%
HR
461
Howe & Rusling
New York
$6K +$3.14K +156 +150%
HWA
462
Heritage Wealth Advisors
Virginia
$6K +$5.03K +250 New
FMII
463
Farmers & Merchants Investments Inc
Nebraska
$5K
GWS
464
Glassman Wealth Services
Virginia
$5K
HCM
465
Highlander Capital Management
New Jersey
$5K
SLF
466
Sun Life Financial
Ontario, Canada
$5K +$141 +7 +4%
BCA
467
Berman Capital Advisors
Georgia
$5K +$2.72K +135 +113%
CH
468
Canton Hathaway
Rhode Island
$5K +$4.03K +200 New
CA
469
Centerpoint Advisors
Massachusetts
$5K +$4.03K +200 New
RIM
470
Rockbridge Investment Management
New York
$5K +$4.33K +215 New
Loomis, Sayles & Company
471
Loomis, Sayles & Company
Massachusetts
$5K +$4.41K +219 New
SFS
472
Sowell Financial Services
Arkansas
$4K -$463 -23 -12%
APWA
473
Atlas Private Wealth Advisors
New Jersey
$4K
GRP
474
Global Retirement Partners
California
$4K
TFO
475
Tarbox Family Office
California
$4K