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Bain Capital Specialty

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
51
Financial Management Professionals
Texas
$340K
SSA
52
Schonfeld Strategic Advisors
New York
$324K +$314K +16,712 New
MCM
53
MAI Capital Management
Ohio
$317K
FA
54
FCG Advisors
New Jersey
$307K +$4.89K +260 +2%
JP Morgan Chase
55
JP Morgan Chase
New York
$297K +$179K +9,541 +165%
IC
56
Inscription Capital
Texas
$278K
Canada Life
57
Canada Life
Manitoba, Canada
$277K +$271K +14,396 New
PAMG
58
Patton Albertson Miller Group
Tennessee
$272K -$354K -18,803 -57%
TA
59
TCG Advisors
Texas
$268K +$260K +13,807 New
AWA
60
Arete Wealth Advisors
Illinois
$266K
QC
61
Quadrature Capital
United Kingdom
$253K +$246K +13,069 New
Neuberger Berman Group
62
Neuberger Berman Group
New York
$241K +$234K +12,424 New
SW
63
SVB Wealth
Massachusetts
$228K -$316K -16,824 -59%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$178K +$142K +7,543 +464%
PCG
65
Private Capital Group
Connecticut
$175K
PCM
66
Prelude Capital Management
New York
$128K
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$92K +$38.3K +2,038 +75%
Simplex Trading
68
Simplex Trading
Illinois
$92K +$89.9K +4,782 New
SPIA
69
Steward Partners Investment Advisory
New York
$41K +$40.4K +2,150 New
AG
70
Advisor Group
Arizona
$24K +$1.92K +102 +9%
ASN
71
Advisory Services Network
Georgia
$22K +$15.3K +815 +246%
FWM
72
FSA Wealth Management
Massachusetts
$16K +$15.3K +815 New
RMC
73
Resources Management Corp
Connecticut
$12K +$11.5K +611 New
WEC
74
Winslow Evans & Crocker
Massachusetts
$8K
AIM
75
Aigen Investment Management
New York
$3K +$2.61K +139 New