We are live on ! Find out more
NMFC icon

New Mountain Finance

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$427K -$27.3K -2,139 -6%
IAIM
77
International Assets Investment Management
Florida
$426K -$5.1K -400 -1%
SPC
78
Sigma Planning Corp
Michigan
$422K -$615K -48,272 -59%
CIC
79
Cornercap Investment Counsel
Georgia
$420K +$5.1K +400 +1%
SW
80
SVB Wealth
Massachusetts
$419K +$50K +3,926 +14%
OC
81
Oppenheimer & Co
New York
$418K -$32.5K -2,550 -7%
CG
82
Caprock Group
Idaho
$404K
CBC
83
Coombe, Bender & Co
New York
$398K +$6.31K +495 +2%
RJA
84
Raymond James & Associates
Florida
$394K -$57.8K -4,533 -13%
II
85
Inspire Investing
Idaho
$384K +$83.1K +6,523 +28%
NW
86
NewEdge Wealth
Pennsylvania
$382K +$382K +30,000 New
BA
87
Bard Associates
Illinois
$378K -$19.7K -1,550 -5%
BAMF
88
BI Asset Management Fondsmaeglerselskab
Denmark
$370K
MSAM
89
Moloney Securities Asset Management
Missouri
$360K +$573 +45 +0.2%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$350K +$351K +27,552 New
CIC
91
Chilton Investment Company
Connecticut
$344K
D.E. Shaw & Co
92
D.E. Shaw & Co
New York
$341K +$197K +15,431 +136%
Corient Private Wealth
93
Corient Private Wealth
Florida
$340K -$19.5K -1,529 -5%
MA
94
Mutual Advisors
Nebraska
$321K +$15.3K +1,200 +5%
ECM
95
EMC Capital Management
Texas
$290K
Empower Advisory Group
96
Empower Advisory Group
Colorado
$282K
SPA
97
Shore Point Advisors
New Jersey
$279K
GFS
98
GYL Financial Synergies
Connecticut
$278K +$1.98K +155 +0.7%
KCM
99
Kennedy Capital Management
Missouri
$275K
ACM
100
Aquatic Capital Management
Illinois
$261K +$238K +18,700 +1,039%