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New Mountain Finance

Name Holding Trade Value Shares
Change
Change in
Stake
HNB
151
Huntington National Bank
Ohio
$12K
EFSCE
152
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
GT
153
Glenmede Trust
Pennsylvania
$5K
IWP
154
IAG Wealth Partners
Wisconsin
$5K +$4.06K +300 New
Citigroup
155
Citigroup
New York
$4K
EWM
156
Edge Wealth Management
New York
$4K
SWM
157
Selective Wealth Management
Virginia
$4K +$81 +6 +2%
FANJ
158
Financial Architects (New Jersey)
New Jersey
$3K -$13.5K -1,000 -83%
GWM
159
Geneos Wealth Management
Colorado
$3K
SFS
160
Sowell Financial Services
Arkansas
$3K
CFA
161
Carroll Financial Associates
North Carolina
$1K
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$1K
PI
163
Putnam Investments
Massachusetts
-$2.74M -200,785 Closed
AG
164
AlphaSimPlex Group
Massachusetts
-$1.16M -84,748 Closed
Point72 Asset Management
165
Point72 Asset Management
Connecticut
-$462K -33,862 Closed
DIM
166
DC Investments Management
Virginia
-$328K -24,030 Closed
Group One Trading
167
Group One Trading
Illinois
-$301K -22,200 Closed
CSS
168
Cubist Systematic Strategies
Connecticut
-$207K -15,200 Closed
CIBC World Market
169
CIBC World Market
Ontario, Canada
-$161K -11,830 Closed
CBA
170
Coastal Bridge Advisors
Connecticut
-$149K -10,910 Closed
FCI
171
Financial Counselors Inc
Kansas
-$143K -10,461 Closed
CAL
172
Capital Analysts LLC
Pennsylvania
-$76K -5,600 Closed
LWA
173
Lenox Wealth Advisors
New York
-$26K -1,897 Closed
QT
174
Quantamental Technologies
New York
-$20K -1,500 Closed
TRCT
175
Tower Research Capital (TRC)
New York
-$20K -1,455 Closed