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New Mountain Finance

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
126
Csenge Advisory Group
Florida
$171K -$49.8K -3,974 -22%
AWAG
127
ARS Wealth Advisors Group
Florida
$132K -$7.52K -600 -5%
BFA
128
Beaumont Financial Advisors
Massachusetts
$131K +$6.6K +527 +5%
ASN
129
Advisory Services Network
Georgia
$124K
Brown Advisory
130
Brown Advisory
Maryland
$122K
VV
131
Verity & Verity
South Carolina
$122K
Comerica Bank
132
Comerica Bank
Texas
$120K -$17.2K -1,373 -12%
CT
133
Clearstead Trust
Maine
$97.8K +$100K +7,994 New
Bessemer Group
134
Bessemer Group
New Jersey
$94K
IA
135
IFP Advisors
Florida
$92.1K +$1.88K +150 +2%
HI
136
Harbour Investments
Wisconsin
$77.7K
SPIA
137
Steward Partners Investment Advisory
New York
$63.4K +$3.51K +280 +6%
AWM
138
Avior Wealth Management
Nebraska
$62.2K +$14.9K +1,187 +30%
Barclays
139
Barclays
United Kingdom
$60K
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$45.8K
QL
141
Quarry LP
New York
$40.5K +$16.8K +1,342 +68%
CFM
142
Catalyst Funds Management
Australia
$36.7K +$37.6K +3,000 New
NA
143
NewEdge Advisors
Louisiana
$25.3K -$4.51K -360 -15%
SFC
144
Strategic Financial Concepts
Texas
$20.9K +$255K +20,337 New
GWM
145
Geneos Wealth Management
Colorado
$19K
CFGS
146
Concourse Financial Group Securities
Alabama
$17.1K
HNB
147
Huntington National Bank
Ohio
$13.5K
FHA
148
First Horizon Advisors
Tennessee
$12.2K
TSWM
149
Tyler-Stone Wealth Management
Ohio
$12.2K
EWA
150
EverSource Wealth Advisors
Alabama
$11.5K