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The Mosaic Company

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
576
Belpointe Asset Management
Nevada
$441K +$169K +3,379 +104%
BCM
577
Brookstone Capital Management
Illinois
$440K +$298K +5,955 New
HC
578
Hourglass Capital
Texas
$439K +$330K +6,600 New
SWM
579
Spire Wealth Management
Virginia
$438K -$714K -14,272 -68%
Creative Planning
580
Creative Planning
Kansas
$438K +$2.3K +46 +0.7%
TAM
581
Tocqueville Asset Management
New York
$432K -$128K -2,550 -28%
AAS
582
Ameritas Advisory Services
Nebraska
$426K -$151K -3,029 -32%
CI
583
Cigna Investments
Connecticut
$426K -$92.5K -1,849 -22%
FVCM
584
F&V Capital Management
Florida
$426K +$320K +6,400 New
AFP
585
Ausdal Financial Partners
Iowa
$423K +$318K +6,360 New
FB
586
Fulton Bank
Pennsylvania
$422K -$80.9K -1,618 -20%
IA
587
IndexIQ Advisors
New York
$420K -$12.2K -243 -4%
CA
588
Centerpoint Advisors
Massachusetts
$419K -$100K -2,000 -24%
BAM
589
Byrne Asset Management
New Jersey
$418K +$290K +5,793 +1,159%
GL
590
Graypoint LLC
New York
$417K +$313K +6,266 New
PFS
591
Prospera Financial Services
Texas
$412K +$310K +6,193 New
SW
592
SVB Wealth
Massachusetts
$406K +$305K +6,102 New
DWM
593
Dorchester Wealth Management
Quebec, Canada
$399K -$218K -4,350 -48%
JGGDR
594
JGP Global Gestao de Recursos
Brazil
$395K -$18.3K -365 -6%
VVP
595
Venture Visionary Partners
Ohio
$392K -$532K -10,647 -64%
IRF
596
IBM Retirement Fund
New York
$392K -$14.7K -294 -5%
VI
597
Vestcor Inc
New Brunswick, Canada
$390K -$1.21M -24,171 -80%
MGP
598
Metis Global Partners
California
$390K +$293K +5,864 New
MC
599
Machina Capital
France
$380K -$9.2K -184 -3%
KPWS
600
Kestra Private Wealth Services
Texas
$379K +$285K +5,694 New