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Bain Capital Specialty

Name Holding Trade Value Shares
Change
Change in
Stake
PMEF
126
Point72 Middle East FZE
United Arab Emirates
$7.58K +$7.65K +503 New
FDCDDQ
127
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.54K
W
128
WealthCollab
Washington
$6.87K +$6.94K +456 New
HIM
129
Hillsdale Investment Management
Ontario, Canada
$5.58K +$5.63K +370 New
RL
130
Rogco LP
Oklahoma
$5.12K
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.87K +320 New
IPW
132
Impact Partnership Wealth
Georgia
$2.08K +$2.1K +138 New
HI
133
Harbour Investments
Wisconsin
$1.3K
GI
134
GAMMA Investing
California
$820 +$822 +54 New
DWA
135
Dougherty Wealth Advisers
Minnesota
$754
Invesco
136
Invesco
Georgia
-$10.4M -679,573 Closed
HAC
137
Harbor Advisory Corp
New Hampshire
-$3.19M -208,391 Closed
GA
138
GraniteShares Advisors
New York
-$1.69M -110,182 Closed
IAMOG
139
Investors Asset Management of Georgia
Georgia
-$410K -41,463 Closed
Mackenzie Financial
140
Mackenzie Financial
Ontario, Canada
-$600K -40,208 Closed
SPC
141
Sigma Planning Corp
Michigan
-$425K -27,730 Closed
SG Americas Securities
142
SG Americas Securities
New York
-$311K -20,343 Closed
LAS
143
Lloyd Advisory Services
Georgia
-$193K -12,612 Closed
SWM
144
SeaCrest Wealth Management
New York
-$191K -12,500 Closed
VF
145
Virtu Financial
New York
-$185K -12,106 Closed
DC
146
Davenport & Co
Virginia
-$160K -10,455 Closed
PWG
147
Portside Wealth Group
Utah
-$157K -10,336 Closed
PP
148
PrairieView Partners
Minnesota
-$7K -500 Closed