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The Mosaic Company
MOS

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
626
Key Financial Inc
Pennsylvania
$1.59K – – –
VWA
627
Valued Wealth Advisors
Utah
$1.58K -$1.08K -34 -41%
PWMG
628
Prestige Wealth Management Group
New Jersey
$1.56K +$446 +14 +41%
SSB
629
Sandy Spring Bank
Maryland
$1.45K +$32 +1 +2%
AWM
630
Abound Wealth Management
Tennessee
$1.4K – – –
S
631
Sachetta
Massachusetts
$1.4K – – –
BL
632
BFSG LLC
California
$1.25K – – –
TCOV
633
Trust Company of Vermont
Vermont
$1.23K – – –
CA
634
Continuum Advisory
Idaho
$1.2K +$1.27K +40 New
BGAI
635
Bruce G. Allen Investments
Colorado
$1.14K -$414 -13 -27%
SIS
636
Sound Income Strategies
Florida
$1.14K – – –
DF
637
Dunhill Financial
United Kingdom
$1.1K +$191 +6 +21%
HFS
638
Horizon Financial Services
North Carolina
$1.01K +$987 +31 New
VNA
639
Valley National Advisers
Pennsylvania
$1K -$701 -22 -34%
DMIC
640
Dixon Mitchell Investment Counsel
British Columbia, Canada
$974 +$956 +30 New
DPW
641
DiNuzzo Private Wealth
Pennsylvania
$942 -$96 -3 -9%
GWSA
642
Global Wealth Strategies & Associates
Colorado
$941 – – –
CTA
643
Colonial Trust Advisors
South Carolina
$812 -$892 -28 -53%
KWAG
644
Kiely Wealth Advisory Group
North Carolina
$769 +$796 +25 New
CWC
645
Carolinas Wealth Consulting
North Carolina
$714 – – –
CPG
646
Cornerstone Planning Group
New Jersey
$603 +$669 +21 New
TWD
647
True Wealth Design
Ohio
$552 +$223 +7 +70%
AGWCA
648
Annis Gardner Whiting Capital Advisors
Florida
$358 +$350 +11 New
TWP
649
TFO Wealth Partners
Ohio
$325 – – –
BIM
650
Breakwater Investment Management
Washington
$260 +$255 +8 New
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