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Blue Owl Technology Finance Corp
OTF

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Wealth Architects
126
Wealth Architects
California
US$ 325 mil +US$ 111 mil +9.944 +46%
William Blair & Company
127
William Blair & Company
Illinois
US$ 323 mil +US$ 95,6 mil +8.597 +38%
Confluence Investment Management
128
Confluence Investment Management
Missouri
US$ 322 mil +US$ 346 mil +31.100 Nova
Engineers Gate Manager
129
Engineers Gate Manager
New York
US$ 320 mil +US$ 344 mil +30.931 Nova
Perigon Wealth Management
130
Perigon Wealth Management
California
US$ 320 mil +US$ 75,7 mil +6.804 +28%
Founders Financial Alliance
131
Founders Financial Alliance
North Carolina
US$ 314 mil -US$ 14,1 mil -1.266 -4%
Mariner
132
Mariner
Kansas
US$ 308 mil +US$ 64,6 mil +5.809 +24%
Forefront Analytics
133
Forefront Analytics
Pennsylvania
US$ 307 mil – – –
Activest Wealth Management
134
Activest Wealth Management
Florida
US$ 297 mil -US$ 126 mil -11.362 -28%
Norden Group
135
Norden Group
Utah
US$ 293 mil +US$ 189 mil +16.992 +150%
Creative Planning
136
Creative Planning
Kansas
US$ 289 mil -US$ 22,9 mil -2.059 -7%
Cambridge Investment Research Advisors
137
Cambridge Investment Research Advisors
Iowa
US$ 288 mil +US$ 160 mil +14.346 +106%
Verition Fund Management
138
Verition Fund Management
Connecticut
US$ 268 mil +US$ 288 mil +25.883 Nova
Black Maple Capital Management
139
Black Maple Capital Management
Wisconsin
US$ 259 mil +US$ 278 mil +25.000 Nova
Ashton Thomas Securities
140
Ashton Thomas Securities
New York
US$ 253 mil +US$ 92,2 mil +8.294 +51%
Endowment Wealth Management
141
Endowment Wealth Management
Wisconsin
US$ 251 mil +US$ 85,2 mil +7.657 +46%
Whittier Trust
142
Whittier Trust
California
US$ 242 mil -US$ 452 mil -40.625 -64%
Lido Advisors
143
Lido Advisors
California
US$ 238 mil -US$ 27,7 mil -2.490 -10%
Destiny Wealth Partners
144
Destiny Wealth Partners
Florida
US$ 232 mil -US$ 305 mil -27.390 -54%
StoneX Group
145
StoneX Group
New York
US$ 229 mil +US$ 228 mil +20.479 Nova
IHT Wealth Management
146
IHT Wealth Management
Illinois
US$ 224 mil +US$ 73,5 mil +6.608 +44%
GC Wealth Management RIA
147
GC Wealth Management RIA
Massachusetts
US$ 222 mil +US$ 239 mil +21.454 Nova
Squarepoint
148
Squarepoint
New York
US$ 220 mil -US$ 32,7 mil -2.939 -12%
tru Independence
149
tru Independence
Oregon
US$ 211 mil +US$ 79,4 mil +7.141 +54%
Advisors Asset Management
150
Advisors Asset Management
Colorado
US$ 206 mil +US$ 222 mil +19.946 Nova
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