We are live on ! Find out more
NMFC icon

New Mountain Finance

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
126
Aquatic Capital Management
Illinois
$127K -$37K -3,922 -22%
Creative Planning
127
Creative Planning
Kansas
$127K -$5.95K -631 -4%
CA
128
Calton & Associates
Florida
$125K +$128K +13,609 New
OFA
129
Oak Family Advisors
Illinois
$124K +$127K +13,445 New
SFS
130
Sowell Financial Services
Arkansas
$119K +$122K +12,967 New
Squarepoint
131
Squarepoint
New York
$116K +$119K +12,597 New
ECM
132
EMC Capital Management
Texas
$109K -$19.7K -2,086 -15%
WJWM
133
Williams Jones Wealth Management
New York
$101K -$28.3K -3,000 -21%
GCA
134
Genesee Capital Advisors
New York
$98.8K +$101K +10,730 New
SMA
135
Seven Mile Advisory
New Jersey
$97.9K +$100K +10,630 New
AWM
136
AE Wealth Management
Kansas
$96.8K -$3.66K -388 -4%
ACI
137
Alpha Cubed Investments
California
$93.6K +$95.9K +10,164 New
GT
138
Glenview Trust
Kentucky
$93K
Brown Advisory
139
Brown Advisory
Maryland
$92.1K
VV
140
Verity & Verity
South Carolina
$92.1K
BNP Paribas Asset Management
141
BNP Paribas Asset Management
France
$88K +$90.4K +9,581 New
SIS
142
Sound Income Strategies
Florida
$70.1K +$63.4K +6,722 +699%
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$55.3K
SOADOR
144
State of Alaska Department of Revenue
Alaska
$45K
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$43.8K -$117K -12,366 -72%
HI
146
Harbour Investments
Wisconsin
$40K -$18.9K -2,000 -32%
MIM
147
MTM Investment Management
South Carolina
$33.2K
W
148
WealthCollab
Washington
$16.2K
NA
149
NewEdge Advisors
Louisiana
$15.6K -$3.28K -348 -17%
GWM
150
Geneos Wealth Management
Colorado
$14.3K