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Bain Capital Specialty

Name Holding Trade Value Shares
Change
Change in
Stake
NG
51
Norden Group
Utah
$871K -$73.3K -5,598 -7%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$769K -$471K -36,002 -37%
Canada Life
53
Canada Life
Manitoba, Canada
$714K -$141K -10,759 -16%
DTL
54
Dynamic Technology Lab
Singapore
$698K +$736K +56,253 New
Lido Advisors
55
Lido Advisors
California
$673K +$36.8K +2,813 +5%
IFG
56
Independent Financial Group
California
$654K -$32.7K -2,500 -5%
Balyasny Asset Management
57
Balyasny Asset Management
Illinois
$637K +$673K +51,375 New
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$625K -$2.62K -200 -0.4%
Invesco
59
Invesco
Georgia
$600K +$44.2K +3,373 +7%
SWASL
60
Spartan Wealth Advisory Services LLC
Michigan
$598K +$631K +48,227 New
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$589K +$405K +30,948 +187%
AF
62
Allworth Financial
California
$549K -$144K -11,003 -20%
VIA
63
Virtus Investment Advisers
Connecticut
$527K -$67.4K -5,149 -11%
EFG
64
Ethos Financial Group
Pennsylvania
$513K
DWM
65
Diversify Wealth Management
Utah
$507K +$497K +37,978 New
BFA
66
Beaumont Financial Advisors
Massachusetts
$488K -$134K -10,209 -21%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$431K +$455K +34,755 New
FFA
68
Farther Finance Advisors
California
$425K +$56.7K +4,330 +14%
P
69
&Partners
Tennessee
$421K +$31K +2,367 +7%
CG
70
CFO4Life Group
Texas
$420K +$14.7K +1,120 +3%
FVWA
71
Foster Victor Wealth Advisors
South Carolina
$420K +$39.3K +3,000 +10%
Citadel Advisors
72
Citadel Advisors
Florida
$341K +$360K +27,533 New
TCA
73
Transcend Capital Advisors
New Jersey
$332K -$53K -4,045 -13%
USCWA
74
U.S. Capital Wealth Advisors
Texas
$331K +$131K +10,000 +60%
SWM
75
SeaCrest Wealth Management
New York
$306K -$49.1K -3,750 -13%