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The Mosaic Company

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
601
Costello Asset Management
Pennsylvania
$2.41K
PCM
602
Palouse Capital Management
Washington
$2.41K +$2.69K +100 New
CFD
603
Creative Financial Designs
Indiana
$2.31K
MO
604
McMillan Office
Michigan
$2.29K +$2.56K +95 New
HWM
605
HighMark Wealth Management
Minnesota
$2.05K
PWMG
606
Private Wealth Management Group
New Jersey
$1.88K +$566 +21 +37%
RDFA
607
Ritter Daniher Financial Advisory
Ohio
$1.81K +$2.02K +75 New
KFI
608
Key Financial Inc
Pennsylvania
$1.66K
HHMI
609
Howard Hughes Medical Institute
Maryland
$1.64K
WIM
610
Westside Investment Management
California
$1.63K +$1.75K +65 New
RWM
611
Rialto Wealth Management
New York
$1.52K -$215 -8 -11%
LAM
612
Lummis Asset Management
Texas
$1.32K +$1.48K +55 New
QPBE
613
Quintet Private Bank (Europe)
Luxembourg
$1.3K
MCM
614
MV Capital Management
Maryland
$1.28K -$4.77K -177 -77%
VWA
615
Valued Wealth Advisors
Utah
$1.25K -$458 -17 -25%
RWM
616
Raffa Wealth Management
District of Columbia
$1.21K
AssetMark Inc
617
AssetMark Inc
California
$1.05K -$8.97K -333 -88%
VNA
618
Valley National Advisers
Pennsylvania
$1K +$1.13K +42 New
WCM
619
Winthrop Capital Management
Indiana
$1K +$1.35K +50 New
CFM
620
Cornerstone Financial Management
Massachusetts
$988 +$1.1K +41 New
AIC
621
Archer Investment Corporation
Indiana
$964
BL
622
BFSG LLC
California
$930
SIS
623
Sound Income Strategies
Florida
$922 -$10.5K -391 -92%
WTC
624
WhitTier Trust Company
Nevada
$906
AFC
625
Ares Financial Consulting
California
$891 +$996 +37 New