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New Mountain Finance

Name Holding Trade Value Shares
Change
Change in
Stake
HCP
151
Hexagon Capital Partners
Arkansas
$2K
LC
152
Lindbrook Capital
California
$2K
ZIG
153
Zullo Investment Group
Pennsylvania
$2K
BFEC
154
Benjamin F. Edwards & Company
Missouri
$1K +$26 +2 +3%
SSB
155
Sandy Spring Bank
Maryland
$1K +$39 +3 +3%
WFA
156
West Financial Advisors
Iowa
$1K +$1.29K +100 New
Citadel Advisors
157
Citadel Advisors
Florida
-$1.11M -86,207 Closed
AWS
158
Atria Wealth Solutions
New York
-$458K -33,099 Closed
RT
159
Rockland Trust
Massachusetts
-$413K -29,812 Closed
CA
160
Calton & Associates
Florida
-$244K -17,620 Closed
SW
161
SVB Wealth
Massachusetts
-$205K -14,776 Closed
CANY
162
Caxton Associates (New York)
New York
-$193K -13,942 Closed
GFS
163
GYL Financial Synergies
Connecticut
-$153K -11,025 Closed
MA
164
Montag & Associates
Georgia
-$125K -9,000 Closed
PI
165
PEAK6 Investments
Illinois
-$38K -2,751 Closed
MCA
166
Maryland Capital Advisors
Maryland
-$25K -1,798 Closed
AWM
167
Avior Wealth Management
Nebraska
-$19.3K -1,500 Closed
Group One Trading
168
Group One Trading
Illinois
-$7K -500 Closed
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
-$3K -182 Closed
Fidelity Investments
170
Fidelity Investments
Massachusetts
+$13 +1 New