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The Mosaic Company

Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
526
San Francisco Sentry Investment Group
California
$10K -$10K -203 -50%
EWM
527
Evercore Wealth Management
New York
$10K -$4.93K -100 -33%
PTC
528
Private Trust Company
Ohio
$10K
CPA
529
Cowen Prime Advisors
New York
$10K +$99 +2 +1%
LWM
530
Lenox Wealth Management
Ohio
$7K
FANJ
531
Financial Architects (New Jersey)
New Jersey
$7K +$7.39K +150 New
FNBT
532
FineMark National Bank & Trust
Florida
$6K
FFC
533
First Financial Corp
Indiana
$6K
PAS
534
Partnervest Advisory Services
California
$6K
WTB
535
Washington Trust Bank
Washington
$6K +$3.45K +70 +127%
CFA
536
Carroll Financial Associates
North Carolina
$6K +$5.12K +104 +433%
ECM
537
Estabrook Capital Management
New York
$5.04K
HRIA
538
Haberer Registered Investment Advisor
Ohio
$5K
HR
539
Howe & Rusling
New York
$5K
WC
540
Whitnell & Co
Illinois
$5K
FWM
541
Focused Wealth Management
New York
$5K +$49 +1 +1%
WOC
542
West Oak Capital
California
$4.95K
NES
543
New England Securities
New York
$3K
VCM
544
Vigilant Capital Management
Maine
$2K -$24.6K -500 -93%
FBT
545
Founders Bank & Trust
Michigan
$2K
RFA
546
Reilly Financial Advisors
California
$2K
CAW
547
Cornerstone Advisors (Washington)
Washington
$2K +$1.58K +32 +200%
PSI
548
Pinnacle Summer Investments
Virginia
$1K -$1.25M -25,296 -100%
TWA
549
TCI Wealth Advisors
Arizona
$1K -$197 -4 -16%
CFS
550
Community Financial System
New York
$1K