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The Mosaic Company
MOS

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
601
Raffa Wealth Management
District of Columbia
$1.34K – – –
CA
602
Continuum Advisory
Idaho
$1.32K +$275 +10 +25%
KFI
603
Key Financial Inc
Pennsylvania
$1.31K – – –
VWA
604
Valued Wealth Advisors
Utah
$1.23K +$28 +1 +2%
SSB
605
Sandy Spring Bank
Maryland
$1.21K – – –
SIC
606
SJS Investment Consulting
Ohio
$1.18K -$468 -17 -28%
AWM
607
Abound Wealth Management
Tennessee
$1.15K – – –
TFM
608
TFC Financial Management
Massachusetts
$1.15K +$1.18K +43 New
BBHC
609
Brown Brothers Harriman & Co
New York
$1.13K -$7.68K -279 -87%
WWP
610
WR Wealth Planners
Missouri
$1.04K -$3.27K -119 -75%
BL
611
BFSG LLC
California
$1.03K – – –
TCOV
612
Trust Company of Vermont
Vermont
$1.02K – – –
HWM
613
Hemington Wealth Management
Virginia
$1K +$1.35K +49 New
DPW
614
DiNuzzo Private Wealth
Pennsylvania
$991 -$138 -5 -12%
WTC
615
WhitTier Trust Company
Nevada
$963 -$991 -36 -50%
CPG
616
Cornerstone Planning Group
New Jersey
$961 – – –
HIA
617
Harbor Investment Advisory
Maryland
$907 -$83 -3 -8%
HFS
618
Horizon Financial Services
North Carolina
$830 – – –
GWSA
619
Global Wealth Strategies & Associates
Colorado
$777 – – –
CTA
620
Colonial Trust Advisors
South Carolina
$670 – – –
CWC
621
Carolinas Wealth Consulting
North Carolina
$590 – – –
CA
622
Claris Advisors
Missouri
$428 +$440 +16 New
WWM
623
Wolff Wiese Magana
California
$402 +$413 +15 New
ADL
624
Asset Dedication LLC
California
$375 -$1.93K -70 -83%
NFA
625
Northwest Financial Advisors
Virginia
$375 +$385 +14 New
23 24
25
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