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Bain Capital Specialty

Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$1.28M +$1.53M +107,084 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.28M +$25.3K +1,777 +2%
BFA
28
Beaumont Financial Advisors
Massachusetts
$1.23M -$365K -25,603 -20%
V
29
Veritable
Delaware
$1.2M
SC
30
Sierra Capital
Florida
$1.16M -$1.34M -94,051 -49%
MYIA
31
Mount Yale Investment Advisors
Colorado
$1.15M -$9.97K -699 -0.7%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.11M +$98.3K +6,893 +8%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.04M +$72.1K +5,056 +6%
Canada Life
34
Canada Life
Manitoba, Canada
$861K +$237K +16,600 +30%
GL
35
Graypoint LLC
New York
$715K +$495K +34,734 +140%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$702K +$47K +3,297 +6%
PFO
37
Pathstone Family Office
New Jersey
$699K -$17.8K -1,250 -2%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$638K -$39K -2,738 -5%
US Bancorp
39
US Bancorp
Minnesota
$624K
Ameriprise
40
Ameriprise
Minnesota
$624K +$17.3K +1,212 +2%
GA
41
GraniteShares Advisors
New York
$602K -$8.54K -599 -1%
MCM
42
McKinley Capital Management
Alaska
$586K -$22.8K -1,601 -3%
Northern Trust
43
Northern Trust
Illinois
$557K -$156K -10,928 -19%
MIC
44
Meridian Investment Counsel
California
$537K
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$491K
Mackenzie Financial
46
Mackenzie Financial
Ontario, Canada
$473K -$170K -11,922 -23%
Wells Fargo
47
Wells Fargo
California
$464K -$107K -7,527 -16%
Goldman Sachs
48
Goldman Sachs
New York
$461K -$186K -13,030 -25%
JP Morgan Chase
49
JP Morgan Chase
New York
$457K -$64.1K -4,495 -11%
JMPWA
50
JP Morgan Private Wealth Advisors
California
$434K +$57.6K +4,036 +13%