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The Mosaic Company

Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
551
Heritage Wealth Management (Arizona)
Arizona
$10K
POIA
552
Pin Oak Investment Advisors
Texas
$10K
LWA
553
Lenox Wealth Advisors
New York
$10K +$34 +1 +0.3%
CPWM
554
Cypress Point Wealth Management
Texas
$10K +$10.2K +300 New
EWM
555
Endurance Wealth Management
Rhode Island
$9K
TWA
556
TCI Wealth Advisors
Arizona
$9K
GWS
557
Glassman Wealth Services
Virginia
$9K +$1.46K +43 +17%
BWA
558
BDO Wealth Advisors
Florida
$7K
RIM
559
Rockbridge Investment Management
New York
$7K
FCA
560
FinTrust Capital Advisors
South Carolina
$6K -$780K -23,000 -99%
FMII
561
Farmers & Merchants Investments Inc
Nebraska
$6K
HCM
562
Highlander Capital Management
New Jersey
$6K
TFO
563
Tarbox Family Office
California
$6K
PMFA
564
Plante Moran Financial Advisors
Michigan
$6K +$6.78K +200 New
SWA
565
SOA Wealth Advisors
New York
$5K -$3.26K -96 -35%
CFO
566
CVA Family Office
Colorado
$5K
RA
567
Resolute Advisors
California
$5K
BBHC
568
Brown Brothers Harriman & Co
New York
$5K +$1.02K +30 +21%
SWA
569
Sutton Wealth Advisors
Florida
$4.4K
BCWM
570
Bartlett & Co Wealth Management
Ohio
$4.18K
BC
571
Bartlett & Co
Ohio
$4K
WTC
572
WhitTier Trust Company
Nevada
$4K
1IA
573
1834 Investment Advisors
Wisconsin
$3K -$2.71K -80 -44%
SIS
574
Sound Income Strategies
Florida
$3K
MPWT
575
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.27K +67 +335%