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Blue Owl Capital

Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
226
Turtle Creek Wealth Advisors
Texas
$422K +$96.6K +8,233 +27%
SCM
227
Sterneck Capital Management
Missouri
$419K +$15.9K +1,352 +4%
KeyBank National Association
228
KeyBank National Association
Ohio
$406K -$183K -15,629 -30%
CW
229
Channel Wealth
California
$406K +$751 +64 +0.2%
BWP
230
BlueStem Wealth Partners
Minnesota
$403K +$12.1K +1,032 +3%
TA
231
TruWealth Advisors
Louisiana
$401K -$76.5K -6,517 -15%
TYCC
232
Texas Yale Capital Corp
Florida
$400K -$296K -25,235 -41%
DWT
233
Dorsey & Whitney Trust
South Dakota
$400K – – –
AQR Capital Management
234
AQR Capital Management
Connecticut
$379K -$63.3K -5,392 -14%
TI
235
TrueMark Investments
Illinois
$379K +$402K +34,248 New
PWM
236
Perigon Wealth Management
California
$377K +$34.3K +2,925 +9%
AG
237
AmeriFlex Group
Nevada
$364K -$48.1K -4,096 -11%
SM
238
Sweeney & Michel
California
$362K +$389K +33,130 New
VWA
239
Visionary Wealth Advisors
Illinois
$352K -$1.7K -145 -0.5%
FCM
240
Fieldview Capital Management
Michigan
$348K -$45.7K -3,896 -11%
JWCA
241
J.W. Cole Advisors
Florida
$345K +$47.9K +4,085 +15%
MW
242
Maia Wealth
Colorado
$341K – – –
MP
243
McDonald Partners
Ohio
$332K – – –
PCA
244
Pallas Capital Advisors
Massachusetts
$326K -$36.3K -3,091 -9%
BP
245
Ballentine Partners
Massachusetts
$324K – – –
TI
246
Tidal Investments
Wisconsin
$323K +$343K +29,180 New
VCP
247
Verus Capital Partners
Arizona
$320K -$266K -22,698 -44%
APP
248
Avantax Planning Partners
Iowa
$319K -$30.4K -2,591 -8%
TWP
249
Tyche Wealth Partners
Texas
$317K – – –
Brown Advisory
250
Brown Advisory
Maryland
$311K -$87.3K -7,434 -21%