We are live on ! Find out more
NMFC icon

New Mountain Finance

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$1.06M -$35.3K -2,766 -3%
MFG
52
Merit Financial Group
Georgia
$1.02M +$1M +78,616 New
WS
53
Wedbush Securities
California
$990K -$145K -11,379 -13%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$977K +$90.1K +7,066 +10%
TI
55
Trexquant Investment
Connecticut
$965K +$394K +30,881 +71%
VFA
56
Valeo Financial Advisors
Indiana
$949K
GIM
57
Guild Investment Management
California
$936K -$13.6K -1,070 -1%
SEI Investments
58
SEI Investments
Pennsylvania
$866K +$288K +22,575 +51%
PIWA
59
Prevail Innovative Wealth Advisors
Kansas
$862K +$848K +66,559 New
Citadel Advisors
60
Citadel Advisors
Florida
$796K -$1.23M -96,783 -61%
KCFA
61
Key Client Fiduciary Advisors
New Jersey
$753K +$155K +12,161 +26%
Geode Capital Management
62
Geode Capital Management
Massachusetts
$690K
VEA
63
Virtus ETF Advisers
New York
$657K +$308K +24,172 +91%
JMPWA
64
JP Morgan Private Wealth Advisors
California
$648K
WT
65
Whittier Trust
California
$623K
WAM
66
WFA Asset Management
Wisconsin
$558K +$13.7K +1,073 +3%
Invesco
67
Invesco
Georgia
$522K -$11.6K -911 -2%
Stifel Financial
68
Stifel Financial
Missouri
$486K +$96.3K +7,554 +25%
AWS
69
Atria Wealth Solutions
New York
$479K +$38.2K +3,000 +9%
RJA
70
Raymond James & Associates
Florida
$460K -$124K -9,727 -21%
OC
71
Oppenheimer & Co
New York
$458K +$4.88K +383 +1%
SWM
72
Spire Wealth Management
Virginia
$458K +$6.14K +482 +1%
FCM
73
Fourpath Capital Management
Oklahoma
$444K +$21K +1,650 +5%
IAIM
74
International Assets Investment Management
Florida
$436K -$73.4K -5,762 -15%
Northern Trust
75
Northern Trust
Illinois
$427K -$9.29K -729 -2%