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The Mosaic Company

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
551
Silverlake Wealth Management
Vermont
$221K +$1.94K +40 +0.8%
OAM
552
Ostrum Asset Management
France
$221K +$233K +4,813 New
BP
553
Ballentine Partners
Massachusetts
$221K -$63.8K -1,318 -22%
PA
554
Parallel Advisors
California
$220K +$27.6K +570 +13%
APW
555
Aurora Private Wealth
New Jersey
$217K +$1.02K +21 +0.4%
RIA
556
Regal Investment Advisors
Michigan
$217K -$3.58K -74 -2%
BCM
557
Bornite Capital Management
New York
$216K -$14.3M -295,300 -98%
FA
558
FDx Advisors
Illinois
$215K
CB
559
Commerce Bank
Missouri
$215K -$20.9K -432 -8%
Acadian Asset Management
560
Acadian Asset Management
Massachusetts
$212K -$10.6M -219,100 -98%
DT
561
Diversified Trust
Tennessee
$209K -$155K -3,210 -41%
PWM
562
Prosperity Wealth Management
California
$205K +$216K +4,466 New
WI
563
Wahed Invest
New York
$204K +$3.83K +79 +2%
APP
564
Avantax Planning Partners
Iowa
$203K +$214K +4,417 New
BFS
565
Bradley Foster & Sargent
Connecticut
$202K -$81.3K -1,679 -28%
SFS
566
Sowell Financial Services
Arkansas
$202K -$1.07M -22,005 -83%
CI Investments Inc
567
CI Investments Inc
Ontario, Canada
$202K -$3.29K -68 -2%
MIM
568
Merrion Investment Management
New Jersey
$201K +$212K +4,385 New
SOW
569
State of Wyoming
Wyoming
$195K -$90.4K -1,867 -31%
AIP
570
Ameritas Investment Partners
Nebraska
$195K
CFG
571
Citizens Financial Group
Rhode Island
$194K +$204K +4,218 New
Credit Agricole
572
Credit Agricole
France
$163K -$12K -248 -7%
AssetMark Inc
573
AssetMark Inc
California
$160K +$9.59K +198 +6%
HIA
574
Harbor Investment Advisory
Maryland
$155K -$159K -3,280 -49%
AAS
575
Ameritas Advisory Services
Nebraska
$147K -$85.6K -1,768 -35%