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New Mountain Finance

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
101
Lido Advisors
California
$253K +$253K +19,880 New
RIL
102
Rothschild Investment LLC
Illinois
$248K -$12.7K -1,000 -5%
SAG
103
SageView Advisory Group
California
$246K
BCA
104
Bay Colony Advisors
Massachusetts
$243K +$5.62K +441 +2%
AIM
105
Allen Investment Management
New York
$242K
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$238K +$233K +18,305 New
Northern Trust
107
Northern Trust
Illinois
$235K -$184K -14,473 -44%
KAS
108
Kestra Advisory Services
Texas
$235K +$55.8K +4,380 +31%
N
109
Natixis
France
$220K
PI
110
PFG Investments
New York
$220K +$2.73K +214 +1%
WJWM
111
Williams Jones Wealth Management
New York
$216K
Squarepoint
112
Squarepoint
New York
$209K +$75.7K +5,943 +56%
QT
113
Quantbot Technologies
New York
$201K +$201K +15,766 New
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$196K +$19.4K +1,525 +11%
GCP
115
GSA Capital Partners
United Kingdom
$194K +$194K +15,222 New
SSA
116
Schonfeld Strategic Advisors
New York
$192K -$1.06M -83,300 -85%
MM
117
MQS Management
New York
$189K +$189K +14,861 New
Jane Street
118
Jane Street
New York
$187K +$188K +14,727 New
ASN
119
Advisory Services Network
Georgia
$181K -$55.7K -4,372 -23%
VF
120
Virtu Financial
New York
$181K +$181K +14,229 New
EFS
121
Essex Financial Services
Connecticut
$181K +$89 +7 +0%
WA
122
Wambolt & Associates
Colorado
$178K -$26.5K -2,083 -13%
Creative Planning
123
Creative Planning
Kansas
$162K +$191 +15 +0.1%
XT
124
XTX Topco
Cayman Islands
$158K +$158K +12,386 New
AWAG
125
ARS Wealth Advisors Group
Florida
$145K