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The Mosaic Company

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
576
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$138K
EI
577
Ellevest Inc
New York
$137K +$35K +723 +32%
S
578
SignatureFD
Georgia
$135K -$19.7K -406 -12%
SWM
579
Spire Wealth Management
Virginia
$126K -$1.55K -32 -1%
GCWM
580
Graham Capital Wealth Management
District of Columbia
$122K +$128K +2,652 New
MC
581
Machina Capital
France
$112K +$118K +2,434 New
AS
582
Altshuler Shaham
Israel
$112K +$5.81K +120 +5%
MPWT
583
MassMutual Private Wealth & Trust
Connecticut
$110K +$630 +13 +0.5%
CWAF
584
Core Wealth Advisors (Florida)
Florida
$109K
SIM
585
Sentry Investment Management
Wisconsin
$104K -$1.26K -26 -1%
BTI
586
Blue Trust Inc
Georgia
$103K -$920 -19 -0.8%
HFM
587
Harvest Fund Management
China
$98K +$55.2K +1,140 +113%
NFSG
588
Newbridge Financial Services Group
Florida
$94.2K +$97 +2 +0.1%
O
589
Ossiam
France
$93K -$14.3M -294,292 -99%
IGWM
590
ICA Group Wealth Management
Colorado
$92.2K +$2.03K +42 +2%
DFCM
591
Dark Forest Capital Management
Puerto Rico
$90K +$95K +1,962 New
CFO
592
CVA Family Office
Colorado
$85.3K -$3.15K -65 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
593
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$84.8K +$89.5K +1,849 New
LC
594
Lindbrook Capital
California
$74.2K +$920 +19 +1%
SCA
595
Stonebridge Capital Advisors
Minnesota
$68.1K -$96.9K -2,000 -57%
PK
596
Pflug Koory
Nebraska
$68.1K -$9.69K -200 -12%
AG
597
AIA Group
Hong Kong
$67.8K +$71.5K +1,477 New
AF
598
Advisornet Financial
Minnesota
$59K +$2.32K +48 +4%
WPWM
599
Western Pacific Wealth Management
Illinois
$58.8K
VWM
600
Venturi Wealth Management
Texas
$56.1K +$59.2K +1,223 New