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The Mosaic Company
MOS

Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
626
Bear Mountain Capital
Washington
$7.25K – – –
CA
627
Centerpoint Advisors
Massachusetts
$7K – – –
PB
628
Pinnacle Bancorp
Nebraska
$6.53K – – –
LI
629
LRI Investments
Florida
$6.31K +$5.54K +173 New
PWA
630
Physician Wealth Advisors
Utah
$6.2K +$5.45K +170 New
WT
631
Whittier Trust
California
$6.2K – – –
FCAS
632
First Command Advisory Services
Texas
$5.95K – – –
GIM
633
Gold Investment Management
Alberta, Canada
$5.37K – – –
TPWA
634
Twin Peaks Wealth Advisors
California
$5.33K +$5.48K +171 New
AAP
635
Arax Advisory Partners
Colorado
$5.25K -$833 -26 -15%
SIS
636
Strategic Investment Solutions
Illinois
$5.11K – – –
AW
637
Avion Wealth
Texas
$5K +$1.31K +41 +35%
BIA
638
Bell Investment Advisors
California
$4.89K -$641 -20 -13%
CT
639
Clearstead Trust
Maine
$4.78K +$1.19K +37 +39%
CG
640
Curat Global
New Hampshire
$4.2K – – –
TSMHT
641
Thurston Springer Miller Herd & Titak
Indiana
$4.08K – – –
TFM
642
TFC Financial Management
Massachusetts
$3.94K +$3.14K +98 +980%
AUB
643
Atlantic Union Bankshares
Virginia
$3.66K +$3.2K +100 New
CSB
644
City State Bank
Iowa
$3.65K – – –
CAM
645
Costello Asset Management
Pennsylvania
$3.65K – – –
DAM
646
Delta Asset Management
Tennessee
$3.65K +$3.2K +100 New
TC
647
Truvestments Capital
Florida
$3.65K +$3.2K +100 New
S
648
Sachetta
Massachusetts
$3.54K +$1.63K +51 +111%
CFD
649
Creative Financial Designs
Indiana
$3.5K – – –
PPA
650
Painted Porch Advisors
California
$3.28K – – –
24 25
26
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