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Bain Capital Specialty

Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
26
Mount Yale Investment Advisors
Colorado
$1.71M +$178K +11,281 +11%
KAS
27
Kestra Advisory Services
Texas
$1.69M -$664K -42,086 -28%
V
28
Veritable
Delaware
$1.56M
Goldman Sachs
29
Goldman Sachs
New York
$1.38M +$105K +6,653 +8%
Mackenzie Financial
30
Mackenzie Financial
Ontario, Canada
$1.28M +$26.7K +1,693 +2%
HighTower Advisors
31
HighTower Advisors
Illinois
$1.19M -$16.3K -1,034 -1%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$986K +$55.5K +3,518 +6%
PFO
33
Pathstone Family Office
New Jersey
$927K +$111K +7,018 +13%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$901K +$111K +7,033 +14%
US Bancorp
35
US Bancorp
Minnesota
$811K +$505K +32,000 +160%
FAM
36
Formidable Asset Management
Ohio
$797K -$5.53K -350 -0.7%
MCM
37
McKinley Capital Management
Alaska
$780K +$2.46K +156 +0.3%
GA
38
GraniteShares Advisors
New York
$769K +$69K +4,373 +10%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$757K +$239K +15,145 +45%
MIC
40
Meridian Investment Counsel
California
$705K +$66.3K +4,200 +10%
CF
41
Centaurus Financial
California
$679K -$109K -6,908 -14%
NWM
42
Nauset Wealth Management
Connecticut
$671K -$51.1K -3,238 -7%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$671K +$680K +43,065 New
VEA
44
Virtus ETF Advisers
New York
$654K -$2.76K -175 -0.4%
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$568K -$1.58K -100 -0.3%
JP Morgan Chase
46
JP Morgan Chase
New York
$540K +$150K +9,528 +38%
LNC
47
Lincoln National Corp
Pennsylvania
$539K -$10.5K -664 -2%
USCWA
48
U.S. Capital Wealth Advisors
Texas
$537K +$59.5K +3,767 +12%
RJA
49
Raymond James & Associates
Florida
$536K +$61.9K +3,920 +13%
VHAM
50
Van Hulzen Asset Management
California
$533K -$98.3K -6,227 -15%