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New Mountain Finance

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
126
Essex Financial Services
Connecticut
$161K -$50.3K -4,408 -23%
WJWM
127
Williams Jones Wealth Management
New York
$154K
WSFS
128
Wilmington Savings Fund Society
Delaware
$154K
CCM
129
Condor Capital Management
New Jersey
$151K -$34.6K -3,034 -18%
Creative Planning
130
Creative Planning
Kansas
$151K +$239 +21 +0.2%
Jane Street
131
Jane Street
New York
$149K -$1.03M -90,770 -87%
D.E. Shaw & Co
132
D.E. Shaw & Co
New York
$146K -$1.27M -111,762 -89%
NWA
133
Navis Wealth Advisors
New York
$143K
Verition Fund Management
134
Verition Fund Management
Connecticut
$135K -$168K -14,693 -55%
ET
135
Entropy Technologies
New York
$130K +$135K +11,800 New
LFG
136
Larson Financial Group
Missouri
$121K +$80 +7 +0.1%
Citigroup
137
Citigroup
New York
$121K +$64.7K +5,679 +108%
AWM
138
AE Wealth Management
Kansas
$120K -$4.17K -366 -3%
Barclays
139
Barclays
United Kingdom
$118K +$66.1K +5,800 +118%
Brown Advisory
140
Brown Advisory
Maryland
$110K
VV
141
Verity & Verity
South Carolina
$110K
CT
142
Clearstead Trust
Maine
$95.9K +$2.79K +245 +3%
QL
143
Quarry LP
New York
$89.3K +$72.3K +6,338 +361%
MCM
144
MAI Capital Management
Ohio
$80.5K +$25.8K +2,261 +45%
HI
145
Harbour Investments
Wisconsin
$70K
Comerica Bank
146
Comerica Bank
Texas
$62.4K -$41K -3,597 -39%
Nomura Asset Management
147
Nomura Asset Management
Japan
$23.8K
GWM
148
Geneos Wealth Management
Colorado
$23.2K +$6.28K +551 +35%
NA
149
NewEdge Advisors
Louisiana
$22.8K
TWC
150
TD Waterhouse Canada
Ontario, Canada
$16.6K +$17.1K +1,500 New