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The Mosaic Company

Name Holding Trade Value Shares
Change
Change in
Stake
CI
551
CX Institutional
Indiana
$20K +$4.38K +137 +33%
EWM
552
Evermay Wealth Management
Virginia
$20K +$17.9K +560 New
JWM
553
Janiczek Wealth Management
Colorado
$19K +$3.93K +123 +29%
FFA
554
Freedman Financial Associates
Massachusetts
$18K
JFA
555
JNBA Financial Advisors
Minnesota
$18K
JCM
556
Jacobi Capital Management
Pennsylvania
$17K
PCG
557
Private Capital Group
Connecticut
$15K
TFIPS
558
Towarzystwo Funduszy Inwestycyjnych PZU SA
$14.3K
ZB
559
Zions Bancorporation
Utah
$14K +$864 +27 +7%
WT
560
Washington Trust
Rhode Island
$14K +$12.8K +400 New
HCP
561
Hexagon Capital Partners
Arkansas
$13K
GWS
562
Glassman Wealth Services
Virginia
$13K +$2.69K +84 +29%
AF
563
Allworth Financial
California
$13K +$11.4K +355 +5,917%
BIA
564
Bell Investment Advisors
California
$13K +$11.6K +362 New
EW
565
Evoke Wealth
California
$12K
Loomis, Sayles & Company
566
Loomis, Sayles & Company
Massachusetts
$12K +$10.4K +326 New
BFC
567
Bedel Financial Consulting
Indiana
$11K
CTC
568
Central Trust Company
Missouri
$11K
EWM
569
Endurance Wealth Management
Rhode Island
$11K
HWMA
570
Heritage Wealth Management (Arizona)
Arizona
$11K
LWA
571
Lenox Wealth Advisors
New York
$11K
POIA
572
Pin Oak Investment Advisors
Texas
$11K
SWM
573
Sugarloaf Wealth Management
Georgia
$9K +$7.9K +247 New
TWA
574
TCI Wealth Advisors
Arizona
$8K -$1.25K -39 -14%
BWA
575
BDO Wealth Advisors
Florida
$8K