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New Mountain Finance

Name Holding Trade Value Shares
Change
Change in
Stake
QT
126
Quantbot Technologies
New York
$32K -$22.2K -1,800 -28%
AAP
127
Arax Advisory Partners
Colorado
$24K +$42.9K +3,475 New
RIA
128
RPG Investment Advisory
California
$20K
KPW
129
Kore Private Wealth
New York
$18K
LC
130
Lindbrook Capital
California
$18K +$33.3K +2,700 New
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$15K +$27.2K +2,206 New
APA
132
American Portfolios Advisors
New York
$13.3K -$6.29K -509 -21%
US Bancorp
133
US Bancorp
Minnesota
$9K
LWCFA
134
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K +$14.5K +1,175 New
BFEC
135
Benjamin F. Edwards & Company
Missouri
$7K -$6.75K -547 -34%
GT
136
Glenmede Trust
Pennsylvania
$5K
SIM
137
Sonora Investment Management
Arizona
$4K +$6.67K +540 New
JPLA
138
Joseph P. Lucia & Associates
New York
$4K +$7.1K +575 New
IWP
139
IAG Wealth Partners
Wisconsin
$3K
PA
140
Parallel Advisors
California
$2K -$8.64K -700 -70%
Citigroup
141
Citigroup
New York
$2K
EWM
142
Edge Wealth Management
New York
$2K
GWM
143
Geneos Wealth Management
Colorado
$2K
SFS
144
Sowell Financial Services
Arkansas
$2K
SWM
145
Selective Wealth Management
Virginia
$2K +$148 +12 +4%
BBHC
146
Brown Brothers Harriman & Co
New York
$2K +$3.37K +273 New
WAP
147
Wealthcare Advisory Partners
Pennsylvania
$1K
Public Sector Pension Investment Board (PSP Investments)
148
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$2.46M -179,100 Closed
Marshall Wace
149
Marshall Wace
United Kingdom
-$1.88M -136,572 Closed
Rafferty Asset Management
150
Rafferty Asset Management
New York
-$1.87M -136,099 Closed