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New Mountain Finance

Name Holding Trade Value Shares
Change
Change in
Stake
SS
101
Simplicity Solutions
Minnesota
$215K +$223K +17,684 New
WJWM
102
Williams Jones Wealth Management
New York
$207K -$37.7K -3,000 -15%
WA
103
Wambolt & Associates
Colorado
$201K -$4.09K -325 -2%
XT
104
XTX Topco
Cayman Islands
$197K +$204K +16,203 New
GFS
105
GYL Financial Synergies
Connecticut
$191K
ProShare Advisors
106
ProShare Advisors
Maryland
$183K +$190K +15,073 New
EFS
107
Essex Financial Services
Connecticut
$173K +$63 +5 +0%
Brown Advisory
108
Brown Advisory
Maryland
$172K -$35.7K -2,841 -17%
ECM
109
ExodusPoint Capital Management
New York
$171K -$40.6K -3,226 -19%
Creative Planning
110
Creative Planning
Kansas
$170K +$12.8K +1,018 +8%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$159K -$41.8K -3,320 -20%
DTL
112
Dynamic Technology Lab
Singapore
$145K +$150K +11,938 New
AWAG
113
ARS Wealth Advisors Group
Florida
$139K
FCM
114
Family Capital Management
Michigan
$130K -$19.3K -1,533 -13%
RIL
115
Rothschild Investment LLC
Illinois
$128K
SI
116
Stephens Inc
Arkansas
$128K
TRCT
117
Tower Research Capital (TRC)
New York
$122K +$126K +9,984 New
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$94K +$97.5K +7,750 New
IA
119
IFP Advisors
Florida
$93.4K -$23.5K -1,870 -22%
Bessemer Group
120
Bessemer Group
New Jersey
$93K
CWM
121
Cedar Wealth Management
California
$92.5K
HI
122
Harbour Investments
Wisconsin
$67.9K +$41.1K +3,266 +141%
SOW
123
State of Wyoming
Wyoming
$29.4K +$30.4K +2,417 New
BAM
124
Belpointe Asset Management
Nevada
$28.4K +$1.7K +135 +6%
Nomura Asset Management
125
Nomura Asset Management
Japan
$26.9K -$11.3K -895 -29%