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Bain Capital Specialty

Name Holding Trade Value Shares
Change
Change in
Stake
NHC
101
Nicholas Hoffman & Company
Georgia
$149K +$157K +12,000 New
CAP
102
Cordoba Advisory Partners
New York
$135K +$142K +10,878 New
BRWA
103
B. Riley Wealth Advisors
Florida
$133K -$120K -9,145 -46%
MML Investors Services
104
MML Investors Services
Massachusetts
$127K -$14.5K -1,108 -10%
PC
105
Prairiewood Capital
North Dakota
$126K +$133K +10,130 New
SA
106
Sanctuary Advisors
Indiana
$126K +$133K +10,130 New
WA
107
Waverly Advisors
Alabama
$124K
CI
108
CAZ Investments
Texas
$124K +$131K +10,000 New
BF
109
BOK Financial
Oklahoma
$121K
TCM
110
Triumph Capital Management
Colorado
$103K -$583K -44,551 -84%
ACM
111
Anfield Capital Management
California
$99.1K
MCM
112
MAI Capital Management
Ohio
$64.2K
RFA
113
Register Financial Advisors
Georgia
$61.7K -$47.8K -3,653 -42%
SNB
114
Security National Bank
Nebraska
$54K
SPIA
115
Steward Partners Investment Advisory
New York
$43.3K +$877 +67 +2%
UBS AM
116
UBS AM
Illinois
$37.2K
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$32.3K -$11.8K -900 -26%
JP Morgan Chase
118
JP Morgan Chase
New York
$25.5K -$416K -31,767 -94%
BH
119
Burk Holdings
Oklahoma
$21.6K +$22.8K +1,740 New
TRCT
120
Tower Research Capital (TRC)
New York
$8.92K -$3.4K -260 -27%
FNWA
121
Financial Network Wealth Advisors
Utah
$6.89K
AF
122
Advisornet Financial
Minnesota
$6.2K
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$4.75K
RL
124
Rogco LP
Oklahoma
$4.22K
W
125
WealthCollab
Washington
$3.97K +$4.19K +320 New