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New Mountain Finance

Name Holding Trade Value Shares
Change
Change in
Stake
WS
51
Wedbush Securities
California
$1.09M -$373K -30,903 -26%
Canada Life
52
Canada Life
Manitoba, Canada
$1.08M +$59K +4,888 +6%
HF
53
HRT Financial
New York
$1.06M +$1.03M +85,183 New
SPC
54
Sigma Planning Corp
Michigan
$1.05M -$49.4K -4,091 -5%
CG
55
Cynosure Group
Utah
$1.05M +$21.9K +1,814 +2%
BAMF
56
BI Asset Management Fondsmaeglerselskab
Denmark
$1.01M +$128K +10,606 +15%
Goldman Sachs
57
Goldman Sachs
New York
$954K +$925K +76,697 New
GIM
58
Guild Investment Management
California
$913K +$3.02K +250 +0.3%
VFA
59
Valeo Financial Advisors
Indiana
$911K
RJFSA
60
Raymond James Financial Services Advisors
Florida
$851K +$320K +26,511 +63%
Geode Capital Management
61
Geode Capital Management
Massachusetts
$663K
JMPWA
62
JP Morgan Private Wealth Advisors
California
$623K
WT
63
Whittier Trust
California
$598K
KCFA
64
Key Client Fiduciary Advisors
New Jersey
$572K -$22.9K -1,900 -4%
RJA
65
Raymond James & Associates
Florida
$563K +$567 +47 +0.1%
SEI Investments
66
SEI Investments
Pennsylvania
$551K +$80.8K +6,700 +18%
TI
67
Trexquant Investment
Connecticut
$543K -$56.7K -4,703 -10%
WAM
68
WFA Asset Management
Wisconsin
$523K +$12.9K +1,071 +3%
Invesco
69
Invesco
Georgia
$513K +$69.1K +5,727 +16%
IAIM
70
International Assets Investment Management
Florida
$494K
CAN
71
Cetera Advisor Networks
California
$493K +$29.5K +2,445 +7%
SG Americas Securities
72
SG Americas Securities
New York
$490K +$475K +39,350 New
OC
73
Oppenheimer & Co
New York
$435K +$57.2K +4,739 +16%
SWM
74
Spire Wealth Management
Virginia
$434K +$25.9K +2,146 +7%
AWS
75
Atria Wealth Solutions
New York
$422K -$12.1K -1,000 -3%