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The Mosaic Company

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
626
Janiczek Wealth Management
Colorado
$14K -$7.04K -184 -34%
AF
627
Allworth Financial
California
$14K
HCP
628
Hexagon Capital Partners
Arkansas
$14K
EW
629
Evoke Wealth
California
$13K
LWA
630
Lenox Wealth Advisors
New York
$13K +$38 +1 +0.3%
BFC
631
Bedel Financial Consulting
Indiana
$13K +$1.11K +29 +10%
EWA
632
EverSource Wealth Advisors
Alabama
$13K +$12.4K +323 New
EWM
633
Endurance Wealth Management
Rhode Island
$12K
POIA
634
Pin Oak Investment Advisors
Texas
$12K
QC
635
Quent Capital
New York
$12K +$11.2K +292 New
TWA
636
TCI Wealth Advisors
Arizona
$10K +$766 +20 +9%
AA
637
Addison Advisors
Vermont
$10K +$9.76K +255 New
BWA
638
BDO Wealth Advisors
Florida
$9K
CFO
639
CVA Family Office
Colorado
$9K +$9.19K +240 New
FMII
640
Farmers & Merchants Investments Inc
Nebraska
$8K
TFO
641
Tarbox Family Office
California
$8K
RPCONE
642
Retirement Planning Company of New England
Rhode Island
$8K +$7.81K +204 New
BBHC
643
Brown Brothers Harriman & Co
New York
$7K
MCM
644
MV Capital Management
Maryland
$7K +$498 +13 +8%
BBPWM
645
Blue Bell Private Wealth Management
Pennsylvania
$7K +$6.7K +175 New
ST
646
Smithfield Trust
Pennsylvania
$6K
SWA
647
SOA Wealth Advisors
New York
$6K
SWA
648
Sutton Wealth Advisors
Florida
$5.42K -$153 -4 -3%
HI
649
Harbour Investments
Wisconsin
$5K -$2.99K -78 -39%
LFG
650
Leverty Financial Group
Wisconsin
$5K +$4.94K +129 New