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New Mountain Finance

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
101
Bleakley Financial Group
New Jersey
$239K +$18.1K +1,500 +8%
AIM
102
Allen Investment Management
New York
$236K -$17.8K -1,472 -7%
SAG
103
SageView Advisory Group
California
$235K
ASN
104
Advisory Services Network
Georgia
$233K
N
105
Natixis
France
$228K -$66.1K -5,482 -23%
BCA
106
Bay Colony Advisors
Massachusetts
$228K +$6.66K +552 +3%
SS
107
Simplicity Solutions
Minnesota
$220K
WJWM
108
Williams Jones Wealth Management
New York
$211K
WA
109
Wambolt & Associates
Colorado
$200K -$3.4K -282 -2%
GFS
110
GYL Financial Synergies
Connecticut
$195K
ProShare Advisors
111
ProShare Advisors
Maryland
$189K +$1.17K +97 +0.6%
EFS
112
Essex Financial Services
Connecticut
$177K +$60 +5 +0%
Creative Planning
113
Creative Planning
Kansas
$158K -$14.9K -1,238 -9%
ACM
114
Aquatic Capital Management
Illinois
$153K +$148K +12,300 New
TSS
115
Two Sigma Securities
New York
$147K +$142K +11,801 New
DTL
116
Dynamic Technology Lab
Singapore
$145K -$3.15K -261 -2%
AWAG
117
ARS Wealth Advisors Group
Florida
$142K
FCM
118
Family Capital Management
Michigan
$133K +$157 +13 +0.1%
RIL
119
Rothschild Investment LLC
Illinois
$131K
SI
120
Stephens Inc
Arkansas
$131K
CA
121
Cetera Advisors
Colorado
$125K +$122K +10,072 New
Brown Advisory
122
Brown Advisory
Maryland
$124K -$50.2K -4,159 -29%
VV
123
Verity & Verity
South Carolina
$124K +$121K +10,000 New
Bessemer Group
124
Bessemer Group
New Jersey
$96K
CWM
125
Cedar Wealth Management
California
$94.5K