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Bain Capital Specialty

Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
76
Foster Victor Wealth Advisors
South Carolina
$348K
AO
77
Advisor OS
Illinois
$342K +$8.05K +476 +3%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$338K -$54.7K -3,234 -14%
MIC
79
Meridian Investment Counsel
California
$324K -$10.6K -625 -3%
MML Investors Services
80
MML Investors Services
Massachusetts
$316K +$305K +18,048 New
CIA
81
Concurrent Investment Advisors
Florida
$304K +$1.94K +115 +0.7%
Focus Partners Wealth
82
Focus Partners Wealth
Massachusetts
$302K -$1.81K -107 -0.6%
Comerica Bank
83
Comerica Bank
Texas
$298K +$21.8K +1,292 +8%
FFA
84
Farther Finance Advisors
California
$275K +$80.3K +4,750 +43%
NG
85
Norden Group
Utah
$274K -$6.48K -383 -2%
PC
86
Prairiewood Capital
North Dakota
$266K +$20.3K +1,201 +9%
CFG
87
Cooper Financial Group
California
$264K +$17.8K +1,053 +8%
MA
88
Mutual Advisors
Nebraska
$261K +$3.6K +213 +1%
Corient Private Wealth
89
Corient Private Wealth
Florida
$258K +$85 +5 +0%
KF
90
KKM Financial
Illinois
$245K
SAM
91
Seelaus Asset Management
New Jersey
$229K
GEM
92
Global Endowment Management
North Carolina
$219K
PIA
93
Perennial Investment Advisors
California
$219K
William Blair & Company
94
William Blair & Company
Illinois
$216K -$291K -17,231 -58%
ASN
95
Advisory Services Network
Georgia
$215K +$29K +1,715 +16%
MCCA
96
Mill Creek Capital Advisors
Pennsylvania
$212K
XT
97
XTX Topco
Cayman Islands
$197K +$190K +11,228 New
KP
98
Keel Point
Alabama
$189K
OCPWS
99
One Charles Private Wealth Services
Massachusetts
$187K +$4.67K +276 +3%
BF
100
BOK Financial
Oklahoma
$165K