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New Mountain Finance

Name Holding Trade Value Shares
Change
Change in
Stake
AC
101
Apella Capital
Connecticut
$149K
FAOAI
102
Fund Advisors of America Inc
Florida
$147K -$22.2K -2,655 -12%
ProShare Advisors
103
ProShare Advisors
Maryland
$143K +$34.6K +4,147 +29%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$137K -$794K -95,104 -84%
GT
105
Glenview Trust
Kentucky
$136K +$61.8K +7,400 +73%
CA
106
Calton & Associates
Florida
$128K +$23.9K +2,856 +21%
SMH
107
Sanders Morris Harris
Texas
$127K +$137K +16,375 New
AWA
108
Arkadios Wealth Advisors
Georgia
$124K
RIL
109
Rothschild Investment LLC
Illinois
$124K
Raymond James Financial
110
Raymond James Financial
Florida
$124K -$73.4K -8,784 -35%
WS
111
Wedbush Securities
California
$124K
GCA
112
Genesee Capital Advisors
New York
$123K +$43.1K +5,166 +48%
SG Americas Securities
113
SG Americas Securities
New York
$122K +$131K +15,693 New
Creative Planning
114
Creative Planning
Kansas
$111K +$4.12K +493 +4%
WIA
115
Wealthedge Investment Advisors
New York
$98.6K -$64.9K -7,777 -38%
CCA
116
Catalyst Capital Advisors
New York
$93.1K +$100K +12,000 New
SCA
117
SMH Capital Advisors
Texas
$93.1K +$100K +12,000 New
SFS
118
Sowell Financial Services
Arkansas
$89.1K -$12.4K -1,479 -11%
WJWM
119
Williams Jones Wealth Management
New York
$85.4K
JIC
120
Joel Isaacson & Co
New York
$82.4K +$88.7K +10,620 New
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$81.5K -$40.2K -4,809 -31%
AWM
122
AE Wealth Management
Kansas
$81.1K -$543 -65 -0.6%
Brown Advisory
123
Brown Advisory
Maryland
$77.6K
VV
124
Verity & Verity
South Carolina
$77.6K
SOW
125
State of Wyoming
Wyoming
$71K +$76.4K +9,148 New