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The Mosaic Company

Name Holding Trade Value Shares
Change
Change in
Stake
POIA
701
Pin Oak Investment Advisors
Texas
$15K
EWM
702
Endurance Wealth Management
Rhode Island
$14K
EWM
703
Evermay Wealth Management
Virginia
$14K
HWMA
704
Heritage Wealth Management (Arizona)
Arizona
$14K
PO
705
Private Ocean
California
$14K +$15.7K +303 New
AA
706
Addison Advisors
Vermont
$12K
CA
707
Crewe Advisors
Utah
$12K +$2.12K +41 +20%
FMII
708
Farmers & Merchants Investments Inc
Nebraska
$12K +$2.33K +45 +22%
AWM
709
Activest Wealth Management
Florida
$12K +$12.7K +245 +6,125%
BWA
710
BDO Wealth Advisors
Florida
$11K
BBPWM
711
Blue Bell Private Wealth Management
Pennsylvania
$11K
BIA
712
Bell Investment Advisors
California
$11K +$2.79K +54 +31%
MCM
713
MV Capital Management
Maryland
$10K +$2.07K +40 +23%
UIA
714
Ulland Investment Advisors
Minnesota
$9K
BC
715
Bartlett & Co
Ohio
$8K
PFA
716
Professional Financial Advisors
Nebraska
$8K
CM
717
Caption Management
Oklahoma
$8K +$8.11K +157 New
SWA
718
Sutton Wealth Advisors
Florida
$7.59K -$2.43K -47 -23%
BCWM
719
Bartlett & Co Wealth Management
Ohio
$7.54K
WT
720
Washington Trust
Rhode Island
$7K
WOC
721
West Oak Capital
California
$7K
AAP
722
Arax Advisory Partners
Colorado
$6K -$2.53K -49 -28%
ST
723
Smithfield Trust
Pennsylvania
$6K
LF
724
Lee Financial
Texas
$6K +$258 +5 +4%
CFFP
725
Center for Financial Planning
Michigan
$6K +$6.1K +118 New