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Bain Capital Specialty

Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
101
Tower Research Capital (TRC)
New York
$50K +$20.4K +1,605 +61%
AWM
102
Avior Wealth Management
Nebraska
$44K +$1.25K +98 +3%
PA
103
Parallel Advisors
California
$29.8K +$31.8K +2,500 New
SPIA
104
Steward Partners Investment Advisory
New York
$27.3K +$343 +27 +1%
BCMLT
105
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.8K
Lazard Asset Management
106
Lazard Asset Management
New York
$22K
CWM
107
Cedar Wealth Management
California
$18.8K -$25.4K -2,000 -56%
BFA
108
BBJS Financial Advisors
Washington
$15.5K +$16.5K +1,300 New
QL
109
Quarry LP
New York
$12K +$12.8K +1,006 New
RMC
110
Resources Management Corp
Connecticut
$11K
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$8.69K
TSWM
112
Tyler-Stone Wealth Management
Ohio
$8K +$216 +17 +3%
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.95K
FFA
114
Farther Finance Advisors
California
$5.95K +$6.36K +500 New
S
115
SignatureFD
Georgia
$3.58K +$3.81K +300 +30,000%
BAM
116
Belpointe Asset Management
Nevada
$2.1K +$2.24K +176 New
HI
117
Harbour Investments
Wisconsin
$1.03K
DWA
118
Dougherty Wealth Advisers
Minnesota
$595 +$636 +50 New
FA
119
Fiduciary Alliance
South Carolina
$571 +$610 +48 New
NA
120
NewEdge Advisors
Louisiana
$12 +$12.7K +1,000 New
PC
121
Prairiewood Capital
North Dakota
-$243K -20,282 Closed
PP
122
PDT Partners
New York
-$228K -19,027 Closed
Creative Planning
123
Creative Planning
Kansas
-$128K -10,682 Closed
WWMSC
124
Wagner Wealth Management (South Carolina)
South Carolina
-$35K -2,886 Closed
IAMOG
125
Investors Asset Management of Georgia
Georgia
-$26K -2,186 Closed