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The Mosaic Company
MOS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
601
Carolinas Wealth Consulting
North Carolina
$594 -$397 -15 -41%
BWL
602
Bogart Wealth LLC
Virginia
$594 +$582 +22 New
KIM
603
Kestra Investment Management
Texas
$541 +$529 +20 New
RWM
604
Rialto Wealth Management
New York
$541 +$529 +20 New
CWP
605
Concord Wealth Partners
Virginia
$540 +$529 +20 New
KWM
606
Kiker Wealth Management
Georgia
$540 +$529 +20 New
PWA
607
Principia Wealth Advisory
Texas
$494 -$26 -1 -5%
BGAI
608
Bruce G. Allen Investments
Colorado
$486 -$3.89K -147 -89%
CWP
609
Clark Wealth Partners
Illinois
$432 – – –
FMP
610
Financial Management Professionals
Texas
$432 – – –
LFG
611
Larson Financial Group
Missouri
$432 – – –
SIC
612
SJS Investment Consulting
Ohio
$352 – – –
TWD
613
True Wealth Design
Ohio
$352 +$344 +13 New
CA
614
Continuum Advisory
Idaho
$351 -$661 -25 -66%
AGWCA
615
Annis Gardner Whiting Capital Advisors
Florida
$298 – – –
WCM
616
WealthTrak Capital Management
Virginia
$271 -$2.83K -107 -91%
TFM
617
TFC Financial Management
Massachusetts
$271 +$264 +10 New
WW
618
Winnow Wealth
Texas
$268 +$79 +3 +43%
CPG
619
Cornerstone Planning Group
New Jersey
$224 -$106 -4 -33%
BIM
620
Breakwater Investment Management
Washington
$217 – – –
DCP
621
Distillate Capital Partners
Illinois
$189 -$26 -1 -13%
BHWM
622
Bay Harbor Wealth Management
Maryland
$189 +$185 +7 New
HIA
623
HFM Investment Advisors
New Jersey
$163 +$159 +6 New
GC
624
Garde Capital
Washington
$136 +$132 +5 New
GA
625
GoalVest Advisory
New York
$135 +$132 +5 New
23 24
25
26 27