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New Mountain Finance

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
76
Wealthedge Investment Advisors
New York
$607K +$622K +53,942 New
Geode Capital Management
77
Geode Capital Management
Massachusetts
$600K
KCFA
78
Key Client Fiduciary Advisors
New Jersey
$556K +$6.59K +571 +1%
WT
79
Whittier Trust
California
$542K
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$533K +$335K +29,050 +159%
Lido Advisors
81
Lido Advisors
California
$513K +$13.8K +1,199 +3%
N
82
Natixis
France
$477K +$173 +15 +0%
Squarepoint
83
Squarepoint
New York
$454K +$299K +25,886 +180%
SWM
84
Spire Wealth Management
Virginia
$425K -$125K -10,807 -22%
EAM
85
Everstar Asset Management
North Carolina
$417K -$166K -14,398 -28%
FFA
86
Farther Finance Advisors
California
$404K +$251K +21,775 +154%
II
87
Inspire Investing
Idaho
$399K +$13.7K +1,188 +3%
PI
88
PFG Investments
New York
$397K -$2.05K -178 -0.5%
FCM
89
Fourpath Capital Management
Oklahoma
$386K
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$370K +$4.67K +405 +1%
SA
91
Sanctuary Advisors
Indiana
$370K -$623 -54 -0.2%
MA
92
Mutual Advisors
Nebraska
$364K -$3.04K -264 -0.8%
CG
93
Caprock Group
Idaho
$357K
IAIM
94
International Assets Investment Management
Florida
$354K
OC
95
Oppenheimer & Co
New York
$351K +$42.8K +3,708 +14%
MSAM
96
Moloney Securities Asset Management
Missouri
$341K +$4.5K +390 +1%
Fayez Sarofim & Co
97
Fayez Sarofim & Co
Texas
$341K
NW
98
NewEdge Wealth
Pennsylvania
$338K
TI
99
TrueMark Investments
Illinois
$320K +$328K +28,446 New
BA
100
Bard Associates
Illinois
$309K -$19.6K -1,700 -6%