We are live on ! Find out more
MOS icon

The Mosaic Company
MOS

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
651
Binnacle Investments
Iowa
$3.25K – – –
HWM
652
HighMark Wealth Management
Minnesota
$3.06K +$32 +1 +1%
AWM
653
Activest Wealth Management
Florida
$2.81K +$2.47K +77 New
VWA
654
Valued Wealth Advisors
Utah
$2.5K – – –
HHMI
655
Howard Hughes Medical Institute
Maryland
$2.48K +$2.18K +68 New
RWM
656
Rialto Wealth Management
New York
$2.26K +$1.35K +42 +210%
PWMG
657
Private Wealth Management Group
New Jersey
$2.08K – – –
QPBE
658
Quintet Private Bank (Europe)
Luxembourg
$1.97K +$1.73K +54 New
RWM
659
Raffa Wealth Management
District of Columbia
$1.82K – – –
KFI
660
Key Financial Inc
Pennsylvania
$1.79K – – –
RA
661
Rise Advisors
New York
$1.75K -$320 -10 -17%
TIM
662
Total Investment Management
Arizona
$1.57K +$1.38K +43 New
TWD
663
True Wealth Design
Ohio
$1.53K +$929 +29 +223%
BL
664
BFSG LLC
California
$1.41K – – –
WA
665
Whipplewood Advisors
Colorado
$1.39K -$1.22K -38 -50%
CT
666
Colonial Trust
South Carolina
$1.32K +$1.19K +37 +925%
TCA
667
Trifecta Capital Advisors
Illinois
$1.31K +$1.15K +36 New
WTC
668
WhitTier Trust Company
Nevada
$1.31K – – –
DPW
669
DiNuzzo Private Wealth
Pennsylvania
$1.28K +$384 +12 +52%
DF
670
DecisionPoint Financial
Arizona
$1.25K +$1.09K +34 New
WCM
671
WealthTrak Capital Management
Virginia
$1.09K +$641 +20 +200%
GWSA
672
Global Wealth Strategies & Associates
Colorado
$1.06K – – –
PWA
673
Principia Wealth Advisory
Texas
$1.06K +$288 +9 +45%
TIM
674
Tortoise Investment Management
New York
$1.02K +$897 +28 New
BGAI
675
Bruce G. Allen Investments
Colorado
$948 +$256 +8 +44%
25 26
27
28 29