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New Mountain Finance

Name Holding Trade Value Shares
Change
Change in
Stake
CG
51
Cynosure Group
Utah
$922K +$1.02M +79,943 New
VFA
52
Valeo Financial Advisors
Indiana
$845K
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$842K +$128K +10,024 +16%
Goldman Sachs
54
Goldman Sachs
New York
$725K -$315K -24,654 -28%
KCFA
55
Key Client Fiduciary Advisors
New Jersey
$685K -$156K -12,225 -17%
GA
56
GraniteShares Advisors
New York
$662K -$8.76K -686 -1%
RJA
57
Raymond James & Associates
Florida
$661K -$45.6K -3,575 -6%
Geode Capital Management
58
Geode Capital Management
Massachusetts
$614K
WT
59
Whittier Trust
California
$614K
RJFSA
60
Raymond James Financial Services Advisors
Florida
$520K -$313K -24,497 -35%
Stifel Financial
61
Stifel Financial
Missouri
$492K -$3.7K -290 -0.7%
TI
62
Trexquant Investment
Connecticut
$478K +$529K +41,438 New
IAIM
63
International Assets Investment Management
Florida
$460K -$2.96K -232 -0.6%
OC
64
Oppenheimer & Co
New York
$430K -$3.4K -266 -0.7%
VEA
65
Virtus ETF Advisers
New York
$413K -$170K -13,296 -27%
JF
66
Jump Financial
Illinois
$394K -$120K -9,400 -22%
AWS
67
Atria Wealth Solutions
New York
$386K +$427K +33,454 New
CIC
68
Cornercap Investment Counsel
Georgia
$376K
SWM
69
Spire Wealth Management
Virginia
$374K -$153K -12,018 -27%
BA
70
Bard Associates
Illinois
$362K
JMPWA
71
JP Morgan Private Wealth Advisors
California
$359K
CIC
72
Chilton Investment Company
Connecticut
$326K -$31.9K -2,500 -8%
WAM
73
WFA Asset Management
Wisconsin
$321K +$7.35K +576 +2%
FCM
74
Fourpath Capital Management
Oklahoma
$321K
Northern Trust
75
Northern Trust
Illinois
$314K +$37.8K +2,962 +12%