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The Mosaic Company

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
651
Semmax Financial Advisors
North Carolina
$828 +$921 +24 New
CFGS
652
Concourse Financial Group Securities
Alabama
$783 -$844 -22 -50%
CWC
653
Carolinas Wealth Consulting
North Carolina
$715 -$3.84K -100 -82%
PCTC
654
Perkins Coie Trust Company
Washington
$675 +$729 +19 New
UFF
655
USA Financial Formulas
Michigan
$463 – – –
SPWM
656
Spartan Planning & Wealth Management
North Carolina
$427 +$460 +12 New
TWD
657
True Wealth Design
Ohio
$356 – – –
WWM
658
Wolff Wiese Magana
California
$356 +$384 +10 New
TWP
659
TFO Wealth Partners
Ohio
$350 – – –
SWA
660
SOA Wealth Advisors
New York
$146 – – –
HCP
661
Hexagon Capital Partners
Arkansas
$36 -$307 -8 -89%
ClearBridge Investments
662
ClearBridge Investments
New York
– -$21.4M -610,213 Closed
BGIM
663
Brandywine Global Investment Management
Pennsylvania
– -$7.53M -215,113 Closed
PCIG
664
Partners Capital Investment Group
Massachusetts
– -$7.27M -207,640 Closed
LHCM
665
Lloyd Harbor Capital Management
New York
– -$4.55M -130,000 Closed
MWM
666
Moran Wealth Management
Florida
– -$2.83M -80,985 Closed
QIM
667
Quantitative Investment Management
Virginia
– -$2.53M -72,304 Closed
AP
668
Advisors Preferred
Maryland
– -$2.43M -67,854 Closed
SC
669
Sepio Capital
Utah
– -$2.31M -65,324 Closed
BCM
670
Bayesian Capital Management
New York
– -$2M -57,000 Closed
MIH
671
Meitav Investment House
Israel
– -$1.74M -50,315 Closed
CS
672
Clear Street
New York
– -$1.75M -50,000 Closed
SLAM
673
Swiss Life Asset Management
– -$1.7M -48,646 Closed
E
674
Ergoteles
New York
– -$1.62M -46,419 Closed
CCS
675
Concentric Capital Strategies
Connecticut
– -$1.57M -44,859 Closed