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Bain Capital Specialty

Name Holding Trade Value Shares
Change
Change in
Stake
CG
76
CFO4Life Group
Texas
$353K -$73.9K -5,669 -17%
IAIM
77
International Assets Investment Management
Florida
$352K +$93.3K +7,150 +34%
TCA
78
Transcend Capital Advisors
New Jersey
$336K
PP
79
PDT Partners
New York
$326K +$153K +11,754 +82%
AF
80
Allworth Financial
California
$316K -$247K -18,970 -43%
MEAC
81
M.E. Allison & Co
Texas
$308K +$991 +76 +0.3%
OBWG
82
Onyx Bridge Wealth Group
New York
$306K +$117 +9 +0%
AO
83
Advisor OS
Illinois
$298K +$10.1K +777 +3%
CAG
84
Crestwood Advisors Group
Massachusetts
$298K +$311K +23,825 New
DA
85
Denali Advisors
California
$276K -$26.5K -2,033 -8%
BHCM
86
Brevan Howard Capital Management
Jersey
$257K +$267K +20,501 New
MIC
87
Meridian Investment Counsel
California
$219K -$27.3K -2,090 -11%
SWM
88
SeaCrest Wealth Management
New York
$214K -$98.1K -7,525 -31%
CSA
89
Cottage Street Advisors
Massachusetts
$213K
ASN
90
Advisory Services Network
Georgia
$193K +$157 +12 +0.1%
SFC
91
Strategic Financial Concepts
Texas
$192K +$4.8K +368 +2%
AC
92
Almitas Capital
California
$188K
FAM
93
Formidable Asset Management
Ohio
$177K -$13K -1,000 -7%
ERSOT
94
Employees Retirement System of Texas
Texas
$176K
BPAMU
95
BTG Pactual Asset Management US
New York
$169K -$37K -2,835 -17%
VC
96
VarCov Co
Connecticut
$165K +$172K +13,165 New
Northern Trust
97
Northern Trust
Illinois
$160K -$18.8K -1,438 -10%
Creative Planning
98
Creative Planning
Kansas
$160K -$52.2K -4,000 -24%
PIA
99
Perennial Investment Advisors
California
$157K
Nomura Holdings
100
Nomura Holdings
Japan
$150K +$157K +12,000 New