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ícone de OBDC

Blue Owl Capital
OBDC

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Jackson Thornton Wealth Management
201
Jackson Thornton Wealth Management
Alabama
US$ 569 mil +US$ 585 mil +52.323 Nova
Mackenzie Financial
202
Mackenzie Financial
Ontario, Canada
US$ 561 mil +US$ 16,1 mil +1.437 +3%
Argentarii
203
Argentarii
Ohio
US$ 561 mil – – –
Evercore Wealth Management
204
Evercore Wealth Management
New York
US$ 541 mil – – –
Foundations Investment Advisors
205
Foundations Investment Advisors
Arizona
US$ 534 mil -US$ 115 mil -10.272 -17%
Ethos Financial Group
206
Ethos Financial Group
Pennsylvania
US$ 532 mil -US$ 59,7 mil -5.334 -10%
Cidel Asset Management
207
Cidel Asset Management
Ontario, Canada
US$ 531 mil +US$ 546 mil +48.830 Nova
Brevan Howard Capital Management
208
Brevan Howard Capital Management
Jersey
US$ 530 mil +US$ 308 mil +27.496 +129%
Trust Investment Advisors
209
Trust Investment Advisors
Indiana
US$ 529 mil -US$ 32,3 mil -2.887 -6%
Brown Advisory
210
Brown Advisory
Maryland
US$ 522 mil +US$ 222 mil +19.822 +70%
Haven Private
211
Haven Private
Florida
US$ 517 mil +US$ 24,8 mil +2.219 +5%
William Blair & Company
212
William Blair & Company
Illinois
US$ 504 mil +US$ 6,34 mil +567 +1%
DCM
213
Dudley Capital Management
Virginia
US$ 500 mil -US$ 3,36 mil -300 -0,6%
Laurel Oak Wealth Management
214
Laurel Oak Wealth Management
New Jersey
US$ 499 mil -US$ 138 mil -12.380 -21%
Wealth Enhancement Advisory Services
215
Wealth Enhancement Advisory Services
Minnesota
US$ 497 mil +US$ 21,5 mil +1.925 +4%
Joel Isaacson & Co
216
Joel Isaacson & Co
New York
US$ 487 mil – – –
WESPAC Advisors
217
WESPAC Advisors
California
US$ 485 mil -US$ 70 mil -6.260 -12%
Concurrent Investment Advisors
218
Concurrent Investment Advisors
Florida
US$ 481 mil -US$ 68 mil -6.075 -12%
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
US$ 475 mil +US$ 358 mil +32.020 +274%
Manulife (Manufacturers Life Insurance)
220
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$ 450 mil +US$ 297 mil +26.530 +178%
BNP Paribas Financial Markets
221
BNP Paribas Financial Markets
France
US$ 449 mil -US$ 457 mil -40.851 -50%
Simplex Trading
222
Simplex Trading
Illinois
US$ 447 mil -US$ 1,07 mi -95.551 -70%
Summit Financial
223
Summit Financial
New Jersey
US$ 442 mil -US$ 26,4 mil -2.361 -6%
Turtle Creek Wealth Advisors
224
Turtle Creek Wealth Advisors
Texas
US$ 415 mil – – –
Sterneck Capital Management
225
Sterneck Capital Management
Missouri
US$ 412 mil – – –
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