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The Mosaic Company
MOS

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
651
Gold Investment Management
Alberta, Canada
$5.06K – – –
AW
652
Avion Wealth
Texas
$5K – – –
CT
653
Clearstead Trust
Maine
$4.54K – – –
LFG
654
Larson Financial Group
Missouri
$4.27K +$4.07K +118 +2,360%
CG
655
Curat Global
New Hampshire
$3.99K – – –
ZBNA
656
Zions Bancorporation, National Association
Utah
$3.95K -$18.3K -532 -82%
TFM
657
TFC Financial Management
Massachusetts
$3.75K – – –
CSB
658
City State Bank
Iowa
$3.47K – – –
CAM
659
Costello Asset Management
Pennsylvania
$3.47K – – –
CFD
660
Creative Financial Designs
Indiana
$3.33K – – –
BIA
661
Bell Investment Advisors
California
$3.19K -$1.45K -42 -31%
S
662
Sachetta
Massachusetts
$3.12K -$241 -7 -7%
PPA
663
Painted Porch Advisors
California
$3.12K – – –
BI
664
Binnacle Investments
Iowa
$3.09K – – –
HWM
665
HighMark Wealth Management
Minnesota
$2.93K +$34 +1 +1%
AWM
666
Activest Wealth Management
Florida
$2.84K +$172 +5 +6%
RWM
667
Rialto Wealth Management
New York
$2.46K +$310 +9 +15%
VWA
668
Valued Wealth Advisors
Utah
$2.39K +$34 +1 +1%
HHMI
669
Howard Hughes Medical Institute
Maryland
$2.36K – – –
KFI
670
Key Financial Inc
Pennsylvania
$2.33K +$689 +20 +41%
JWM
671
JPL Wealth Management
Colorado
$2.19K +$2.17K +63 New
CCM
672
Cloud Capital Management
Washington
$2K +$2.48K +72 New
PWMG
673
Private Wealth Management Group
New Jersey
$1.98K – – –
QPBE
674
Quintet Private Bank (Europe)
Luxembourg
$1.87K – – –
RWM
675
Raffa Wealth Management
District of Columbia
$1.73K – – –
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