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The Mosaic Company

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
551
Frontier Wealth Management
Missouri
$569K +$377K +7,538 New
KTC
552
Kistler-Tiffany Companies
Pennsylvania
$565K +$425K +8,500 New
BCM
553
Bourgeon Capital Management
Connecticut
$562K -$22.8M -455,123 -98%
TPWA
554
TRUE Private Wealth Advisors
Oregon
$558K
MA
555
Mutual Advisors
Nebraska
$552K -$56.7K -1,134 -12%
CIM
556
Confluence Investment Management
Missouri
$546K +$21.7K +433 +6%
CWA
557
Carolina Wealth Advisors
South Carolina
$545K +$35.1K +701 +9%
Mercer Global Advisors
558
Mercer Global Advisors
Colorado
$545K +$38.1K +761 +10%
IC
559
IEQ Capital
California
$530K +$43.3K +866 +12%
SC
560
Scotia Capital
Ontario, Canada
$528K +$397K +7,947 New
CIM
561
CIM Investment Management
Pennsylvania
$527K -$445K -8,906 -53%
CAG
562
Csenge Advisory Group
Florida
$515K -$71.1K -1,421 -16%
CWM
563
CCG Wealth Management
California
$515K -$1.25K -25 -0.3%
CANY
564
Caxton Associates (New York)
New York
$514K +$387K +7,730 New
HBT
565
Heartland Bank & Trust
Illinois
$509K -$58.3K -1,165 -13%
TWM
566
TriaGen Wealth Management
California
$501K +$377K +7,531 New
MC
567
Moors & Cabot
Massachusetts
$500K -$1.13M -22,564 -75%
CCP
568
Corient Capital Partners
California
$490K +$46.5K +929 +14%
EI
569
Ethic Inc
New York
$475K +$66.2K +1,323 +23%
Bessemer Group
570
Bessemer Group
New Jersey
$472K +$21.9K +437 +7%
Carson Wealth (CWM LLC)
571
Carson Wealth (CWM LLC)
Nebraska
$467K +$264K +5,281 +303%
AIM
572
Aquila Investment Management
New York
$466K +$350K +7,000 New
CHAM
573
Clear Harbor Asset Management
Connecticut
$462K
CFB
574
Cullen/Frost Bankers
Texas
$459K
EF
575
Empirical Finance
Pennsylvania
$445K +$38.6K +771 +13%