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The Mosaic Company

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
701
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$200K
SIM
702
Sentry Investment Management
Wisconsin
$198K -$1.25K -25 -0.8%
HIIFS
703
Harel Insurance Investments & Financial Services
Israel
$180K -$229K -4,572 -63%
NFSG
704
Newbridge Financial Services Group
Florida
$170K +$7.5K +150 +6%
DMBA
705
Deseret Mutual Benefit Administrators
Utah
$159K -$31.4K -628 -21%
CIP
706
Convergence Investment Partners
Florida
$157K +$118K +2,354 New
EI
707
Ellevest Inc
New York
$155K +$22.4K +448 +24%
S
708
SignatureFD
Georgia
$149K +$38K +759 +51%
CWAF
709
Core Wealth Advisors (Florida)
Florida
$133K
PK
710
Pflug Koory
Nebraska
$132K -$6.25K -125 -6%
APA
711
American Portfolios Advisors
New York
$131K +$10.1K +201 +11%
CI Investments Inc
712
CI Investments Inc
Ontario, Canada
$125K
MPWT
713
MassMutual Private Wealth & Trust
Connecticut
$117K +$53.8K +1,075 +159%
AA
714
AlphaMark Advisors
Kentucky
$116K -$37.5K -750 -30%
LC
715
Lindbrook Capital
California
$108K +$3.8K +76 +5%
T
716
TOBAM
France
$101K +$19.4K +387 +34%
BWP
717
Baldwin Wealth Partners
Massachusetts
$100K +$75K +1,500 New
TPCW
718
TD Private Client Wealth
New York
$89.4K +$9.3K +186 +16%
BONH
719
Bank of New Hampshire
New Hampshire
$88K +$66.5K +1,330 New
CWM
720
Curi Wealth Management
North Carolina
$87K +$65K +1,300 +9,286%
AF
721
Advisornet Financial
Minnesota
$85K -$380K -7,600 -86%
CFN
722
Cordasco Financial Network
Florida
$85K +$2.65K +53 +4%
AWM
723
Accel Wealth Management
Iowa
$81K +$61.4K +1,227 New
UID
724
Union Investments & Development
Israel
$80K -$65K -1,300 -52%
SGAM
725
Smith Group Asset Management
Texas
$72K +$2.45K +49 +5%