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Blue Owl Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CG
226
CFO4Life Group
Texas
$148K +$147K +10,014 New
CFD
227
Creative Financial Designs
Indiana
$136K +$135K +9,200 New
GRP
228
Global Retirement Partners
California
$121K +$139K +9,500 New
CFGS
229
Concourse Financial Group Securities
Alabama
$119K -$1.67K -114 -1%
Barclays
230
Barclays
United Kingdom
$112K +$112K +7,609 New
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$103K – – –
PCC
232
Park Circle Company
Maryland
$93K – – –
BWA
233
BDO Wealth Advisors
Florida
$89K +$41.1K +2,803 +88%
QT
234
Quantbot Technologies
New York
$88K +$87.9K +6,000 New
GWMIA
235
Global Wealth Management Investment Advisory
Florida
$77K – – –
APC
236
Aspire Private Capital
North Carolina
$75K +$1.57K +107 +2%
GWM
237
Geneos Wealth Management
Colorado
$73K -$3.59K -245 -5%
VNA
238
Valley National Advisers
Pennsylvania
$70K – – –
SIS
239
Sound Income Strategies
Florida
$42K +$3.63K +248 +10%
PFBT
240
Parkside Financial Bank & Trust
Missouri
$42K +$41.2K +2,813 New
GWSG
241
GPS Wealth Strategies Group
Colorado
$41K – – –
AIL
242
AGF Investments LLC
Ontario, Canada
$38K +$37.3K +2,547 New
Citigroup
243
Citigroup
New York
$38K +$38K +2,594 New
WAM
244
Worth Asset Management
Texas
$38K +$43.2K +2,950 New
IA
245
IFP Advisors
Florida
$36K +$34.4K +2,347 New
NWM
246
Nauset Wealth Management
Connecticut
$34K +$33.7K +2,300 New
LPP
247
Life Planning Partners
Florida
$24K – – –
US Bancorp
248
US Bancorp
Minnesota
$22K +$22K +1,500 New
CWM
249
Cedar Wealth Management
California
$21K – – –
AF
250
Allworth Financial
California
$15K +$14.7K +1,000 New