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The Mosaic Company

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
626
Rialto Wealth Management
New York
$785 -$393 -17 -31%
ADL
627
Asset Dedication LLC
California
$785 +$855 +37 New
PWA
628
Principia Wealth Advisory
Texas
$742 +$393 +17 +94%
TSMHT
629
Thurston Springer Miller Herd & Titak
Indiana
$741 – – –
CPG
630
Cornerstone Planning Group
New Jersey
$683 +$208 +9 +43%
AssetMark Inc
631
AssetMark Inc
California
$657 +$370 +16 +107%
SGFG
632
Silver Grove Financial Group
New York
$615 +$670 +29 New
HIA
633
HFM Investment Advisors
New Jersey
$594 +$208 +9 +47%
HWP
634
Highline Wealth Partners
California
$572 +$601 +26 +2,600%
DPW
635
DiNuzzo Private Wealth
Pennsylvania
$530 -$347 -15 -38%
NL
636
NVWM LLC
Pennsylvania
$530 +$462 +20 +400%
KFAS
637
Keating Financial Advisory Services
Kansas
$509 -$3.1K -134 -85%
AA
638
Addison Advisors
Vermont
$488 -$4K -173 -88%
CFM
639
Cornerstone Financial Management
Massachusetts
$487 -$416 -18 -44%
FLP
640
Financial Life Planners
Arizona
$391 – – –
BPC
641
Banque Pictet & Cie
Switzerland
$381 -$46 -2 -10%
WA
642
WestEnd Advisors
North Carolina
$381 +$416 +18 New
CA
643
Continuum Advisory
Idaho
$360 +$393 +17 New
RF
644
Rossby Financial
Florida
$339 -$3.08K -133 -89%
FMP
645
Financial Management Professionals
Texas
$339 – – –
DF
646
Dunhill Financial
United Kingdom
$323 -$416 -18 -55%
DF
647
Downshift Financial
Colorado
$318 +$347 +15 New
FHC
648
First Horizon Corporation
Tennessee
$275 -$4.55K -197 -94%
LI
649
LRI Investments
Florida
$254 -$3.7K -160 -93%
HFS
650
Hughes Financial Services
Virginia
$254 +$231 +10 +500%