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The Mosaic Company
MOS

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
726
Lee Financial
Texas
$2.9K -$3.32K -67 -50%
RWM
727
Raffa Wealth Management
District of Columbia
$2.19K – – –
AAP
728
Arax Advisory Partners
Colorado
$2.11K -$3.81K -77 -62%
SPWM
729
Spartan Planning & Wealth Management
North Carolina
$2.06K +$2.33K +47 New
AWM
730
Accurate Wealth Management
Florida
$2.02K +$2.23K +45 New
MUMSS
731
Mitsubishi UFJ Morgan Stanley Securities
Japan
$2K -$2.48K -50 -50%
SC
732
Sierra Capital
Florida
$2K – – –
PB
733
Pinnacle Bancorp
Nebraska
$2K +$1.39K +28 +108%
RG
734
Retirement Group
California
$2K +$2.48K +50 New
TWP
735
TFO Wealth Partners
Ohio
$1.98K +$297 +6 New
SSB
736
Sandy Spring Bank
Maryland
$1.9K – – –
AWM
737
Abound Wealth Management
Tennessee
$1.89K -$1.58K -32 -43%
SIS
738
Sound Income Strategies
Florida
$1.75K – – –
DI
739
Disciplined Investments
Oklahoma
$1.67K +$198 +4 +12%
TCOV
740
Trust Company of Vermont
Vermont
$1.67K +$1.88K +38 New
EBA
741
Eagle Bay Advisors
New York
$1.58K – – –
BHWM
742
Beaird Harris Wealth Management
Texas
$1.53K +$1.73K +35 New
PA
743
PSI Advisors
Florida
$1.42K – – –
GWSA
744
Global Wealth Strategies & Associates
Colorado
$1.27K +$1.44K +29 New
CTA
745
Colonial Trust Advisors
South Carolina
$1.23K +$1.39K +28 New
BAAM
746
Baker Avenue Asset Management
California
$1.14K +$1.29K +26 New
SIC
747
Salem Investment Counselors
North Carolina
$1.1K +$1.24K +25 New
ADL
748
Asset Dedication LLC
California
$1K +$693 +14 New
CWC
749
Carolinas Wealth Consulting
North Carolina
$965 – – –
PAG
750
Private Advisor Group
New Jersey
$920 -$957K -19,339 -48%
28 29
30
31 32