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The Mosaic Company

Name Holding Trade Value Shares
Change
Change in
Stake
APW
626
Aurora Private Wealth
New Jersey
$221K +$796 +13 +0.3%
BP
627
Ballentine Partners
Massachusetts
$221K +$44.9K +733 +19%
OCM
628
One Capital Management
California
$221K +$287K +4,687 New
SW
629
SVB Wealth
Massachusetts
$220K -$88.3K -1,442 -24%
LFG
630
Larson Financial Group
Missouri
$219K
JCM
631
Jacobi Capital Management
Pennsylvania
$217K +$281K +4,595 New
ESCM
632
Echo Street Capital Management
New York
$217K +$282K +4,605 New
UAS
633
United Asset Strategies
New York
$216K +$281K +4,580 New
TWM
634
Tradition Wealth Management
Minnesota
$213K
JCM
635
J2 Capital Management
Michigan
$212K -$613 -10 -0.2%
MYAM
636
Meiji Yasuda Asset Management
Japan
$204K +$13.5K +221 +5%
WG
637
Winton Group
United Kingdom
$201K -$1.47M -24,000 -85%
CFG
638
Citizens Financial Group
Rhode Island
$200K +$3.37K +55 +1%
PA
639
Parallel Advisors
California
$185K -$28.5K -466 -11%
CA
640
Clearstead Advisors
Ohio
$185K +$240K +3,910 +39,100%
Carson Wealth (CWM LLC)
641
Carson Wealth (CWM LLC)
Nebraska
$167K -$214K -3,492 -50%
AG
642
AIA Group
Hong Kong
$166K -$77.8K -1,270 -26%
PAM
643
Paradigm Asset Management
New York
$165K +$214K +3,500 New
CTC
644
Central Trust Company
Missouri
$163K
ACA
645
Atlas Capital Advisors
Wyoming
$152K +$186K +3,032 +1,703%
SCA
646
Stonebridge Capital Advisors
Minnesota
$150K +$3.06K +50 +2%
PP
647
Paloma Partners
Connecticut
$142K -$467K -7,619 -72%
LWCFA
648
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$142K
CIP
649
Convergence Investment Partners
Florida
$142K +$40.6K +663 +28%
KTC
650
Kistler-Tiffany Companies
Pennsylvania
$138K -$342K -5,575 -66%