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The Mosaic Company

Name Holding Trade Value Shares
Change
Change in
Stake
CG
501
Cutler Group
California
$303K -$111K -2,904 -27%
IWM
502
IHT Wealth Management
Illinois
$303K +$2.83K +74 +1%
BL
503
Balentine LLC
Georgia
$295K +$5.78K +151 +2%
OTL
504
Oak Thistle LLC
New York
$295K +$287K +7,504 New
CRWM
505
Castle Rock Wealth Management
California
$294K +$1.15K +30 +0.4%
CWA
506
Carolina Wealth Advisors
South Carolina
$294K +$72.5K +1,893 +34%
PFGIA
507
Patriot Financial Group Insurance Agency
Massachusetts
$292K +$125K +3,253 +78%
Mercer Global Advisors
508
Mercer Global Advisors
Colorado
$292K +$285K +7,432 New
CAG
509
Csenge Advisory Group
Florida
$291K -$230 -6 -0.1%
V
510
Veritable
Delaware
$291K +$2.91K +76 +1%
Nomura Holdings
511
Nomura Holdings
Japan
$288K -$281K -7,349 -50%
RIA
512
Regal Investment Advisors
Michigan
$285K +$1.38K +36 +0.5%
HIIFS
513
Harel Insurance Investments & Financial Services
Israel
$285K +$187K +4,875 +203%
ACM
514
Aubrey Capital Management
United Kingdom
$285K
JF
515
Jump Financial
Illinois
$284K -$1.02M -26,729 -79%
BPA
516
Beacon Pointe Advisors
California
$283K +$275K +7,191 New
IC
517
IEQ Capital
California
$279K +$12.2K +318 +5%
BBP
518
Banco BTG Pactual
Brazil
$279K +$272K +7,100 New
Brown Advisory
519
Brown Advisory
Maryland
$277K +$270K +7,050 New
IA
520
IFP Advisors
Florida
$275K -$37.8K -988 -12%
MWM
521
Modera Wealth Management
New Jersey
$274K +$268K +6,988 New
CHAM
522
Clear Harbor Asset Management
Connecticut
$273K
DU
523
Delphia (USA)
Ontario, Canada
$272K +$265K +6,929 New
CFB
524
Cullen/Frost Bankers
Texas
$271K
Bessemer Group
525
Bessemer Group
New Jersey
$262K +$3.75K +98 +1%