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Blue Owl Capital

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