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Blue Owl Capital

Name Holding Trade Value Shares
Change
Change in
Stake
IMC Chicago
226
IMC Chicago
Illinois
$410K +$230K +20,517 +119%
CWM
227
Castle Wealth Management
Florida
$410K +$4.34K +388 +1%
BWP
228
BlueStem Wealth Partners
Minnesota
$409K +$13.1K +1,169 +3%
PFPG
229
Pinnacle Financial Partners (Georgia)
Georgia
$400K -$246K -21,945 -37%
FM
230
Family Management
New York
$397K -$634K -56,636 -61%
Group One Trading
231
Group One Trading
Illinois
$393K -$1.69M -151,044 -81%
DWT
232
Dorsey & Whitney Trust
South Dakota
$386K -$6.8K -608 -2%
MM
233
MQS Management
New York
$383K +$394K +35,201 New
TYCC
234
Texas Yale Capital Corp
Florida
$369K -$25.2K -2,250 -6%
CW
235
Channel Wealth
California
$366K -$34K -3,039 -8%
SM
236
Sweeney & Michel
California
$349K -$35K -3,130 -9%
KeyBank National Association
237
KeyBank National Association
Ohio
$346K -$54.4K -4,860 -13%
WA
238
Waverly Advisors
Alabama
$344K +$354K +31,673 New
AG
239
AmeriFlex Group
Nevada
$335K -$23.5K -2,100 -6%
PWM
240
Perigon Wealth Management
California
$333K -$38.8K -3,471 -10%
TI
241
TrueMark Investments
Illinois
$331K -$42.9K -3,835 -11%
HA
242
Hyposwiss Advisors
$330K +$167K +14,970 +97%
TWP
243
Tyche Wealth Partners
Texas
$327K +$16.1K +1,441 +5%
MP
244
McDonald Partners
Ohio
$326K – – –
PAS
245
Park Avenue Securities
New York
$321K +$331K +29,575 New
BP
246
Ballentine Partners
Massachusetts
$319K – – –
CA
247
COFG Advisors
Illinois
$318K +$18.2K +1,627 +6%
JFG
248
Jefferies Financial Group
New York
$317K -$336K -30,014 -51%
TI
249
Tidal Investments
Wisconsin
$317K – – –
VWA
250
Visionary Wealth Advisors
Illinois
$314K -$33.2K -2,970 -9%