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The Mosaic Company

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
451
Laird Norton Wetherby Wealth Management
California
$464K +$48.8K +1,007 +11%
ACM
452
Ashford Capital Management
Delaware
$459K -$484K -10,000 -50%
TMC
453
Trellus Management Company
Florida
$459K +$242K +5,000 +100%
CIM
454
Confluence Investment Management
Missouri
$456K -$49.8K -1,028 -9%
KeyBank National Association
455
KeyBank National Association
Ohio
$454K +$172K +3,543 +56%
AWM
456
Apollon Wealth Management
South Carolina
$450K -$43K -887 -8%
TPWA
457
TRUE Private Wealth Advisors
Oregon
$440K +$61.4K +1,267 +15%
KAS
458
Kestra Advisory Services
Texas
$440K -$340K -7,015 -42%
MC
459
Moors & Cabot
Massachusetts
$436K +$27.3K +564 +6%
Capstone Investment Advisors
460
Capstone Investment Advisors
New York
$432K +$456K +9,407 New
MNBTD
461
Moody National Bank Trust Division
Texas
$424K
Nomura Holdings
462
Nomura Holdings
Japan
$422K +$205K +4,225 +85%
EH
463
Equitable Holdings
New York
$421K -$169K -3,499 -28%
SWP
464
Stratos Wealth Partners
Ohio
$420K +$31.8K +656 +8%
NL
465
NWAM LLC
Washington
$420K +$443K +9,144 New
PA
466
Profund Advisors
Maryland
$419K -$12.3K -253 -3%
CHAM
467
Clear Harbor Asset Management
Connecticut
$416K +$12.1K +250 +3%
PCMF
468
Private Capital Management (Florida)
Florida
$413K +$48.4K +1,000 +13%
CW
469
CreativeOne Wealth
Kansas
$409K +$58.2K +1,201 +16%
UAS
470
United Asset Strategies
New York
$409K +$33.2K +686 +8%
HIS
471
Harvest Investment Services
Illinois
$406K +$121K +2,491 +39%
V
472
Veritable
Delaware
$401K +$7.6K +157 +2%
FFM
473
Forum Financial Management
Illinois
$396K
BCV
474
Banque Cantonale Vaudoise
Switzerland
$396K -$38.7K -800 -8%
TMAM
475
Tokio Marine Asset Management
Japan
$395K +$57.4K +1,186 +16%