We are live on ! Find out more
NMFC icon

New Mountain Finance

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$522K
FFA
77
Farther Finance Advisors
California
$519K +$124K +10,900 +30%
KCFA
78
Key Client Fiduciary Advisors
New Jersey
$517K -$29K -2,541 -5%
WAM
79
WFA Asset Management
Wisconsin
$513K +$412K +36,105 +821%
Stifel Financial
80
Stifel Financial
Missouri
$512K -$368K -32,262 -41%
MM
81
MQS Management
New York
$511K +$404K +35,411 +325%
UBS AM
82
UBS AM
Illinois
$502K +$519K +45,500 New
PFMU
83
Privium Fund Management (UK)
United Kingdom
$499K +$519K +45,500 New
SSA
84
Schonfeld Strategic Advisors
New York
$480K +$219K +19,233 +79%
N
85
Natixis
France
$465K +$160 +14 +0%
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$444K +$83.9K +7,361 +22%
FRM
87
Fox Run Management
Connecticut
$442K +$342K +30,011 +297%
SWM
88
Spire Wealth Management
Virginia
$416K
FCM
89
Fourpath Capital Management
Oklahoma
$378K
Mackenzie Financial
90
Mackenzie Financial
Ontario, Canada
$374K +$386K +33,890 New
PI
91
PFG Investments
New York
$374K -$16.2K -1,421 -4%
OC
92
Oppenheimer & Co
New York
$371K +$27.9K +2,450 +8%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$366K +$379K +33,222 New
LF
94
Lansforsakringar Fondforvaltning
Sweden
$361K +$374K +32,764 New
II
95
Inspire Investing
Idaho
$345K -$47.4K -4,159 -12%
IAIM
96
International Assets Investment Management
Florida
$345K
SA
97
Sanctuary Advisors
Indiana
$339K -$14.4K -1,262 -4%
MSAM
98
Moloney Securities Asset Management
Missouri
$336K +$2.47K +217 +0.7%
Fayez Sarofim & Co
99
Fayez Sarofim & Co
Texas
$334K
NW
100
NewEdge Wealth
Pennsylvania
$331K