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Blue Owl Capital

Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
226
Golden State Equity Partners
California
$577K +$10.6K +836 +2%
WS
227
Wedbush Securities
California
$565K -$23K -1,812 -4%
CAP
228
Cordoba Advisory Partners
New York
$565K +$562K +44,188 New
William Blair & Company
229
William Blair & Company
Illinois
$560K -$192K -15,071 -25%
JIC
230
Joel Isaacson & Co
New York
$557K +$318K +25,000 +126%
VFA
231
Valeo Financial Advisors
Indiana
$549K +$108K +8,496 +24%
MIA
232
MMBG Investment Advisors
Florida
$545K +$541K +42,558 New
GC
233
Guggenheim Capital
Illinois
$541K +$39.2K +3,083 +8%
TA
234
TruWealth Advisors
Louisiana
$532K – – –
WAG
235
Winthrop Advisory Group
Massachusetts
$520K -$152K -11,932 -23%
FIA
236
Foundations Investment Advisors
Arizona
$500K +$216K +16,956 +73%
EWM
237
Evercore Wealth Management
New York
$495K – – –
AQR Capital Management
238
AQR Capital Management
Connecticut
$493K +$304K +23,896 +151%
Twin Tree Management
239
Twin Tree Management
Texas
$486K +$497K +39,075 New
STA
240
Summit Trail Advisors
New York
$484K +$481K +37,834 New
CWM
241
Castle Wealth Management
Florida
$478K +$103K +8,134 +28%
CA
242
COFG Advisors
Illinois
$474K +$485K +38,123 New
AG
243
AmeriFlex Group
Nevada
$460K -$321K -25,256 -41%
CW
244
Channel Wealth
California
$455K -$12.6K -989 -3%
SCM
245
Sterneck Capital Management
Missouri
$454K +$127K +10,019 +38%
DWT
246
Dorsey & Whitney Trust
South Dakota
$449K +$206K +16,219 +81%
Brown Advisory
247
Brown Advisory
Maryland
$442K -$18.2K -1,432 -4%
BWP
248
BlueStem Wealth Partners
Minnesota
$441K +$12.4K +978 +3%
FCM
249
Fieldview Capital Management
Michigan
$439K -$783K -61,557 -64%
SWP
250
Stratos Wealth Partners
Ohio
$432K +$16K +1,262 +4%