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The Mosaic Company

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
601
Ceeto Capital Group
Florida
$242K +$258K +5,000 New
TMC
602
Trellus Management Company
Florida
$242K +$258K +5,000 New
CI Investments Inc
603
CI Investments Inc
Ontario, Canada
$241K +$201K +3,888 +355%
RIA
604
Regal Investment Advisors
Michigan
$239K +$258 +5 +0.1%
MC
605
Maverick Capital
Texas
$239K +$256K +4,946 New
KPWS
606
Kestra Private Wealth Services
Texas
$236K -$82.9K -1,604 -25%
XT
607
XTX Topco
Cayman Islands
$235K +$251K +4,853 New
PFG
608
PAX Financial Group
Texas
$233K +$7.91K +153 +3%
DWM
609
Dorchester Wealth Management
Quebec, Canada
$232K -$1.29K -25 -0.5%
SWM
610
Silverlake Wealth Management
Vermont
$230K +$620 +12 +0.3%
APW
611
Aurora Private Wealth
New Jersey
$226K +$672 +13 +0.3%
JCM
612
J2 Capital Management
Michigan
$226K +$9.35K +181 +4%
PWS
613
Precision Wealth Strategies
Missouri
$225K +$221K +4,279 New
MCM
614
MAI Capital Management
Ohio
$225K +$241K +4,661 New
WS
615
Wedbush Securities
California
$224K -$50.9K -984 -18%
EDRIA
616
Edmonds Duncan Registered Investment Advisors
Kansas
$222K -$26.3K -509 -10%
ETC
617
Exchange Traded Concepts
Oklahoma
$222K -$11K -213 -4%
PTC
618
Private Trust Company
Ohio
$219K +$103K +2,000 +79%
MM
619
MQS Management
New York
$219K +$235K +4,538 New
CCIA
620
Campbell & Co Investment Adviser
Maryland
$218K -$1.84M -35,554 -89%
5L
621
55I LLC
Massachusetts
$218K +$233K +4,518 New
TWM
622
Tradition Wealth Management
Minnesota
$217K
JCM
623
Jacobi Capital Management
Pennsylvania
$214K -$8.73K -169 -4%
Carson Wealth (CWM LLC)
624
Carson Wealth (CWM LLC)
Nebraska
$212K +$44K +851 +24%
APP
625
Avantax Planning Partners
Iowa
$211K -$84.6K -1,637 -27%