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New Mountain Finance

Name Holding Trade Value Shares
Change
Change in
Stake
AM
51
Ares Management
California
$1.18M
MPPLM
52
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.11M +$1.11M +87,308 New
CG
53
Cynosure Group
Utah
$1.04M -$46.3K -3,633 -4%
WS
54
Wedbush Securities
California
$1.01M +$33.1K +2,600 +3%
Canada Life
55
Canada Life
Manitoba, Canada
$1M -$102K -8,016 -9%
ECM
56
ExodusPoint Capital Management
New York
$1M +$795K +62,407 +381%
SEI Investments
57
SEI Investments
Pennsylvania
$922K +$71.3K +5,598 +8%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$915K -$44.6K -3,501 -5%
TI
59
Trexquant Investment
Connecticut
$856K -$92.3K -7,243 -10%
CW
60
Connectus Wealth
Ohio
$813K +$462K +36,260 +131%
VFA
61
Valeo Financial Advisors
Indiana
$761K -$171K -13,400 -18%
GIM
62
Guild Investment Management
California
$703K -$216K -16,980 -23%
OFA
63
Oak Family Advisors
Illinois
$689K +$690K +54,156 New
Geode Capital Management
64
Geode Capital Management
Massachusetts
$678K
KCFA
65
Key Client Fiduciary Advisors
New Jersey
$626K -$113K -8,900 -15%
WT
66
Whittier Trust
California
$612K
HF
67
HRT Financial
New York
$584K +$389K +30,542 +198%
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$584K +$341K +26,747 +140%
WAM
69
WFA Asset Management
Wisconsin
$562K +$13.5K +1,057 +2%
WG
70
Winton Group
United Kingdom
$515K +$143K +11,211 +38%
Invesco
71
Invesco
Georgia
$503K -$9.94K -780 -2%
AWS
72
Atria Wealth Solutions
New York
$470K
Stifel Financial
73
Stifel Financial
Missouri
$469K -$8.42K -661 -2%
VEA
74
Virtus ETF Advisers
New York
$464K -$181K -14,244 -28%
FCM
75
Fourpath Capital Management
Oklahoma
$436K