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The Mosaic Company
MOS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
526
Chelsea Counsel Company
California
$21.2K – – –
CLOS
527
Compagnie Lombard Odier SCmA
Switzerland
$21.2K – – –
DCM
528
Dorato Capital Management
Colorado
$20K – – –
TPCW
529
TD Private Client Wealth
New York
$20K +$1.53K +66 +8%
CSPIA
530
Cary Street Partners Investment Advisory
Virginia
$19.6K +$231 +10 +1%
BTI
531
Blue Trust Inc
Georgia
$18.8K -$13.9K -600 -40%
OL
532
OneFund LLC
Florida
$18.4K -$116 -5 -0.6%
EWP
533
Elevation Wealth Partners
California
$17.7K +$878 +38 +5%
RC
534
Rexford Capital
Texas
$16.1K – – –
DIP
535
DT Investment Partners
Pennsylvania
$16.1K – – –
CH
536
Cromwell Holdings
Wyoming
$15.6K -$740 -32 -4%
SIC
537
SJS Investment Consulting
Ohio
$15.3K -$12K -521 -42%
AWM
538
Activest Wealth Management
Florida
$14.6K +$2.06K +89 +15%
PWPS
539
Pinnacle Wealth Planning Services
Ohio
$13.1K -$93.2K -4,033 -87%
CTC
540
Central Trust Company
Missouri
$12.7K – – –
MG
541
Mather Group
Illinois
$12.7K -$4.95K -214 -26%
SL
542
Salomon & Ludwin
Virginia
$12K +$13K +564 New
CAL
543
Capital Advisors Ltd
Ohio
$12K -$393 -17 -3%
PTC
544
Private Trust Company
Ohio
$12K -$2.73K -118 -17%
GP
545
Guardian Partners
Canada
$11.1K +$12.1K +525 New
JFA
546
JNBA Financial Advisors
Minnesota
$10.6K – – –
SIM
547
Synergy Investment Management
Florida
$10.5K -$231 -10 -2%
NS
548
NBC Securities
Alabama
$10.2K – – –
GBT
549
Grove Bank & Trust
Florida
$9.39K -$9.85K -426 -49%
BF
550
BOK Financial
Oklahoma
$9.35K +$4.18K +181 +70%
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