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The Mosaic Company
MOS

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
601
Keene & Associates
Texas
$252K – – –
SC
602
Schulhoff & Co
Ohio
$252K – – –
CIM
603
Chiron Investment Management
New York
$250K -$1.36M -22,187 -81%
CCM
604
Coldstream Capital Management
Washington
$247K -$12.7K -207 -4%
AF
605
Advisornet Financial
Minnesota
$245K +$239K +3,900 +305%
HC
606
Hourglass Capital
Texas
$241K -$91.9K -1,500 -23%
EDRIA
607
Edmonds Duncan Registered Investment Advisors
Kansas
$241K – – –
QT
608
Quantamental Technologies
New York
$240K +$311K +5,077 New
MWPCG
609
Measured Wealth Private Client Group
New Hampshire
$239K +$38.1K +622 +14%
HP
610
Hartree Partners
New York
$236K +$306K +5,000 New
MSFS
611
Main Street Financial Solutions
Pennsylvania
$236K +$305K +4,987 New
JCA
612
Jade Capital Advisors
New Jersey
$236K +$306K +5,000 New
EWA
613
EP Wealth Advisors
California
$235K +$305K +4,982 New
SCA
614
Snowden Capital Advisors
New York
$235K +$306K +4,992 New
RIA
615
Regal Investment Advisors
Michigan
$234K -$22.5K -367 -7%
GLA
616
Great Lakes Advisors
Illinois
$231K -$1.7M -27,684 -85%
MG
617
Mather Group
Illinois
$231K +$299K +4,883 New
DWM
618
Dorchester Wealth Management
Quebec, Canada
$228K +$1.53K +25 +0.5%
ETC
619
Exchange Traded Concepts
Oklahoma
$227K +$295K +4,808 New
HWM
620
HB Wealth Management
Georgia
$225K +$291K +4,757 New
SWM
621
Silverlake Wealth Management
Vermont
$224K +$674 +11 +0.2%
CI
622
Cigna Investments
Connecticut
$222K -$105K -1,709 -27%
AIP
623
Ameritas Investment Partners
Nebraska
$222K – – –
CW
624
CreativeOne Wealth
Kansas
$221K -$57.8K -943 -17%
PFG
625
PAX Financial Group
Texas
$221K -$34.7K -567 -11%
23 24
25
26 27