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Blue Owl Technology Finance Corp
OTF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wealth Architects
126
Wealth Architects
California
USD 325 k +USD 111 k +9,944 +46%
William Blair & Company
127
William Blair & Company
Illinois
USD 323 k +USD 95.6 k +8,597 +38%
Confluence Investment Management
128
Confluence Investment Management
Missouri
USD 322 k +USD 346 k +31,100 Nuevas
Engineers Gate Manager
129
Engineers Gate Manager
New York
USD 320 k +USD 344 k +30,931 Nuevas
Perigon Wealth Management
130
Perigon Wealth Management
California
USD 320 k +USD 75.7 k +6,804 +28%
Founders Financial Alliance
131
Founders Financial Alliance
North Carolina
USD 314 k -USD 14.1 k -1,266 -4%
Mariner
132
Mariner
Kansas
USD 308 k +USD 64.6 k +5,809 +24%
Forefront Analytics
133
Forefront Analytics
Pennsylvania
USD 307 k – – –
Activest Wealth Management
134
Activest Wealth Management
Florida
USD 297 k -USD 126 k -11,362 -28%
Norden Group
135
Norden Group
Utah
USD 293 k +USD 189 k +16,992 +150%
Creative Planning
136
Creative Planning
Kansas
USD 289 k -USD 22.9 k -2,059 -7%
Cambridge Investment Research Advisors
137
Cambridge Investment Research Advisors
Iowa
USD 288 k +USD 160 k +14,346 +106%
Verition Fund Management
138
Verition Fund Management
Connecticut
USD 268 k +USD 288 k +25,883 Nuevas
Black Maple Capital Management
139
Black Maple Capital Management
Wisconsin
USD 259 k +USD 278 k +25,000 Nuevas
Ashton Thomas Securities
140
Ashton Thomas Securities
New York
USD 253 k +USD 92.2 k +8,294 +51%
Endowment Wealth Management
141
Endowment Wealth Management
Wisconsin
USD 251 k +USD 85.2 k +7,657 +46%
Whittier Trust
142
Whittier Trust
California
USD 242 k -USD 452 k -40,625 -64%
Lido Advisors
143
Lido Advisors
California
USD 238 k -USD 27.7 k -2,490 -10%
Destiny Wealth Partners
144
Destiny Wealth Partners
Florida
USD 232 k -USD 305 k -27,390 -54%
StoneX Group
145
StoneX Group
New York
USD 229 k +USD 228 k +20,479 Nuevas
IHT Wealth Management
146
IHT Wealth Management
Illinois
USD 224 k +USD 73.5 k +6,608 +44%
GC Wealth Management RIA
147
GC Wealth Management RIA
Massachusetts
USD 222 k +USD 239 k +21,454 Nuevas
Squarepoint
148
Squarepoint
New York
USD 220 k -USD 32.7 k -2,939 -12%
tru Independence
149
tru Independence
Oregon
USD 211 k +USD 79.4 k +7,141 +54%
Advisors Asset Management
150
Advisors Asset Management
Colorado
USD 206 k +USD 222 k +19,946 Nuevas
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