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New Mountain Finance

Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
101
ProShare Advisors
Maryland
$117K -$16.7K -2,097 -11%
AWA
102
Arkadios Wealth Advisors
Georgia
$115K
WIA
103
Wealthedge Investment Advisors
New York
$113K +$24.8K +3,117 +25%
FRM
104
Fox Run Management
Connecticut
$108K +$120K +15,076 New
Creative Planning
105
Creative Planning
Kansas
$99.1K -$3.42K -429 -3%
Envestnet Asset Management
106
Envestnet Asset Management
Illinois
$92.2K -$114K -14,276 -53%
JG
107
Jain Global
New York
$91.8K +$102K +12,800 New
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$89.8K -$422K -52,976 -81%
SCM
109
Sunbeam Capital Management
Georgia
$88.2K +$97.9K +12,300 New
HWM
110
HB Wealth Management
Georgia
$87.5K -$691K -86,791 -88%
FAOAI
111
Fund Advisors of America Inc
Florida
$85.1K -$55.8K -7,007 -37%
JIC
112
Joel Isaacson & Co
New York
$76.1K
AAP
113
Arax Advisory Partners
Colorado
$76K +$84.4K +10,600 New
Brown Advisory
114
Brown Advisory
Maryland
$71.7K
VV
115
Verity & Verity
South Carolina
$71.7K
MWM
116
Mission Wealth Management
California
$71.7K +$79.6K +10,000 New
US Bancorp
117
US Bancorp
Minnesota
$71.7K +$79.6K +10,000 New
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$68.3K +$57.5K +7,219 +314%
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$65.8K -$10.6K -1,327 -13%
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$49K +$16.6K +2,079 +44%
WSFS
121
Wilmington Savings Fund Society
Delaware
$43K
SOADOR
122
State of Alaska Department of Revenue
Alaska
$35K
HI
123
Harbour Investments
Wisconsin
$31.2K
TRCT
124
Tower Research Capital (TRC)
New York
$28.7K +$31.9K +4,007 New
IWC
125
Integrated Wealth Concepts
Massachusetts
$26.5K +$29.5K +3,700 New