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Bain Capital Specialty

Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Mutual Advisors
Nebraska
$348K +$72.7K +4,708 +27%
AA
77
ALPS Advisors
Colorado
$344K +$339K +21,960 New
YIH
78
Y-Intercept (HK)
Hong Kong
$333K +$53K +3,429 +19%
FVWA
79
Foster Victor Wealth Advisors
South Carolina
$315K +$15.4K +1,000 +5%
EGA
80
Eagle Global Advisors
Texas
$312K
SA
81
Strategic Advocates
Utah
$309K +$304K +19,703 New
AO
82
Advisor OS
Illinois
$291K +$287K +18,564 New
Koshinski Asset Management
83
Koshinski Asset Management
Illinois
$273K -$164K -10,616 -38%
Focus Partners Wealth
84
Focus Partners Wealth
Massachusetts
$270K
DAS
85
Diversify Advisory Services
Utah
$259K +$258K +16,694 New
CIM
86
Cambria Investment Management
California
$259K +$255K +16,514 New
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$237K
FAFN
88
First Affirmative Financial Network
Colorado
$237K +$3.07K +199 +1%
VIA
89
Virtus Investment Advisers
Connecticut
$236K +$47.1K +3,048 +25%
Comerica Bank
90
Comerica Bank
Texas
$232K +$7.57K +490 +3%
XT
91
XTX Topco
Cayman Islands
$231K -$72.2K -4,676 -24%
NG
92
Norden Group
Utah
$228K +$36.6K +2,371 +19%
PC
93
Prairiewood Capital
North Dakota
$220K
KWA
94
Kingswood Wealth Advisors
California
$210K -$1.76K -114 -0.8%
SAM
95
Seelaus Asset Management
New Jersey
$205K +$39.4K +2,550 +24%
PIA
96
Perennial Investment Advisors
California
$196K
Lazard Asset Management
97
Lazard Asset Management
New York
$194K +$70.8K +4,581 +59%
AIM
98
Aigen Investment Management
New York
$191K +$188K +12,160 New
MCCA
99
Mill Creek Capital Advisors
Pennsylvania
$190K
AWM
100
Avior Wealth Management
Nebraska
$184K +$118K +7,614 +184%