We are live on ! Find out more
NMFC icon

New Mountain Finance

Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Clearstead Advisors
Ohio
$524K +$218K +17,383 +68%
WAM
77
WFA Asset Management
Wisconsin
$488K -$7.79K -622 -2%
PI
78
PFG Investments
New York
$483K +$7.31K +583 +1%
RJA
79
Raymond James & Associates
Florida
$481K +$82.8K +6,605 +20%
WS
80
Wedbush Securities
California
$473K -$421K -33,598 -46%
AWS
81
Atria Wealth Solutions
New York
$440K -$15.7K -1,250 -3%
FCM
82
Fourpath Capital Management
Oklahoma
$420K
SSA
83
Schonfeld Strategic Advisors
New York
$419K -$578K -46,100 -57%
CIC
84
Cornercap Investment Counsel
Georgia
$414K +$9.9K +790 +2%
IAIM
85
International Assets Investment Management
Florida
$410K
SA
86
Sanctuary Advisors
Indiana
$404K +$398K +31,776 New
CBC
87
Coombe, Bender & Co
New York
$397K +$10.7K +851 +3%
MA
88
Mutual Advisors
Nebraska
$396K +$84.1K +6,708 +27%
OC
89
Oppenheimer & Co
New York
$392K +$5.41K +432 +1%
CG
90
Caprock Group
Idaho
$388K
MSAM
91
Moloney Securities Asset Management
Missouri
$376K +$32.2K +2,571 +9%
NW
92
NewEdge Wealth
Pennsylvania
$367K
BA
93
Bard Associates
Illinois
$357K
BAMF
94
BI Asset Management Fondsmaeglerselskab
Denmark
$356K
Goldman Sachs
95
Goldman Sachs
New York
$353K +$361K +28,847 New
II
96
Inspire Investing
Idaho
$350K +$4.13K +330 +1%
BNP Paribas Asset Management
97
BNP Paribas Asset Management
France
$336K +$344K +27,435 New
DTL
98
Dynamic Technology Lab
Singapore
$332K -$841K -67,151 -71%
ACM
99
Aquatic Capital Management
Illinois
$328K +$296K +23,600 +738%
Creative Planning
100
Creative Planning
Kansas
$324K +$172K +13,702 +107%