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New Mountain Finance

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$145K +$227 +22 +0.2%
BFM
127
Boothbay Fund Management
New York
$144K +$140K +13,623 New
AIM
128
Advyzon Investment Management
Illinois
$126K +$123K +11,937 New
BCA
129
Bay Colony Advisors
Massachusetts
$126K +$123K +11,918 New
QL
130
Quarry LP
New York
$125K +$38.7K +3,751 +46%
LFG
131
Larson Financial Group
Missouri
$116K +$72 +7 +0.1%
AWM
132
AE Wealth Management
Kansas
$115K +$567 +55 +0.5%
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$113K -$232K -22,524 -68%
GL
134
Graypoint LLC
New York
$108K +$106K +10,271 New
AWA
135
Arete Wealth Advisors
Illinois
$107K +$104K +10,096 New
GT
136
Glenview Trust
Kentucky
$107K +$104K +10,100 New
Brown Advisory
137
Brown Advisory
Maryland
$106K
VV
138
Verity & Verity
South Carolina
$106K
CT
139
Clearstead Trust
Maine
$94.3K +$2.57K +249 +3%
CIBC Private Wealth Group
140
CIBC Private Wealth Group
Georgia
$76.3K -$130K -12,590 -64%
HI
141
Harbour Investments
Wisconsin
$67K
Comerica Bank
142
Comerica Bank
Texas
$65K +$5.16K +500 +9%
MCM
143
MAI Capital Management
Ohio
$56.3K -$20.2K -1,959 -27%
HNB
144
Huntington National Bank
Ohio
$47.8K +$35.4K +3,433 +312%
MIM
145
MTM Investment Management
South Carolina
$38K +$37.1K +3,600 New
GWM
146
Geneos Wealth Management
Colorado
$30.1K +$7.73K +750 +36%
NA
147
NewEdge Advisors
Louisiana
$21.6K -$227 -22 -1%
W
148
WealthCollab
Washington
$18.6K +$18.2K +1,761 New
UBS AM
149
UBS AM
Illinois
$13.8K -$456K -44,194 -97%
FHA
150
First Horizon Advisors
Tennessee
$10.6K