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New Mountain Finance

Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
51
Canada Life
Manitoba, Canada
$997K -$526K -41,805 -34%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$960K +$40.9K +3,247 +4%
VFA
53
Valeo Financial Advisors
Indiana
$891K
GIM
54
Guild Investment Management
California
$890K -$57.2K -4,545 -6%
BAMF
55
BI Asset Management Fondsmaeglerselskab
Denmark
$859K +$114K +9,064 +15%
Geode Capital Management
56
Geode Capital Management
Massachusetts
$648K
JMPWA
57
JP Morgan Private Wealth Advisors
California
$609K
TI
58
Trexquant Investment
Connecticut
$588K +$608K +48,333 New
WT
59
Whittier Trust
California
$585K
KCFA
60
Key Client Fiduciary Advisors
New Jersey
$583K -$118K -9,400 -16%
RJA
61
Raymond James & Associates
Florida
$550K -$111K -8,793 -16%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$510K +$1.94K +154 +0.4%
WAM
63
WFA Asset Management
Wisconsin
$498K +$156K +12,400 +43%
IAIM
64
International Assets Investment Management
Florida
$483K -$102K -8,093 -17%
SEI Investments
65
SEI Investments
Pennsylvania
$458K +$473K +37,596 New
CAN
66
Cetera Advisor Networks
California
$453K +$85.2K +6,771 +22%
Stifel Financial
67
Stifel Financial
Missouri
$443K +$8.73K +694 +2%
Invesco
68
Invesco
Georgia
$432K -$758K -60,252 -63%
AWS
69
Atria Wealth Solutions
New York
$425K -$12.6K -1,000 -3%
SWM
70
Spire Wealth Management
Virginia
$398K +$34.7K +2,756 +9%
CIC
71
Cornercap Investment Counsel
Georgia
$397K
CG
72
Caprock Group
Idaho
$386K +$399K +31,736 New
SW
73
SVB Wealth
Massachusetts
$386K -$28.4K -2,255 -7%
BA
74
Bard Associates
Illinois
$382K
Corient Private Wealth
75
Corient Private Wealth
Florida
$375K +$2K +159 +0.5%