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Blue Owl Capital

Name Holding Trade Value Shares
Change
Change in
Stake
HP
251
Haven Private
Florida
$427K +$436K +34,324 New
PCG
252
Prosperity Consulting Group
Maryland
$420K – – –
WAP
253
Wealthcare Advisory Partners
Pennsylvania
$413K -$495K -38,904 -54%
SFS
254
Sowell Financial Services
Arkansas
$413K +$56.2K +4,422 +15%
PCA
255
Pallas Capital Advisors
Massachusetts
$405K -$521 -41 -0.1%
VWA
256
Visionary Wealth Advisors
Illinois
$397K -$14.1K -1,110 -3%
AI
257
Accredited Investors
Minnesota
$393K – – –
TCM
258
Triumph Capital Management
Colorado
$392K -$575K -45,246 -59%
LAM
259
Lewis Asset Management
California
$392K +$400K +31,500 New
APP
260
Avantax Planning Partners
Iowa
$390K -$459K -36,118 -53%
EFS
261
Essex Financial Services
Connecticut
$389K – – –
PWM
262
Perigon Wealth Management
California
$387K +$14K +1,099 +4%
VWM
263
Venturi Wealth Management
Texas
$379K +$243K +19,100 +168%
CWM
264
Cornerstone Wealth Management
Missouri
$376K -$83.3K -6,556 -18%
MP
265
McDonald Partners
Ohio
$373K – – –
TCWA
266
Turtle Creek Wealth Advisors
Texas
$372K – – –
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$368K +$300K +23,619 +394%
BRWA
268
B. Riley Wealth Advisors
Florida
$367K -$65.5K -5,151 -15%
MW
269
Maia Wealth
Colorado
$366K +$393K +30,874 New
BP
270
Ballentine Partners
Massachusetts
$365K – – –
Wealthfront Advisers
271
Wealthfront Advisers
California
$359K -$954 -75 -0.3%
TWP
272
Tyche Wealth Partners
Texas
$356K +$364K +28,632 New
PEAK6
273
PEAK6
Illinois
$355K +$91.7K +7,214 +34%
ACM
274
Aquatic Capital Management
Illinois
$354K -$2.26M -177,763 -86%
MCA
275
Millennium Capital Advisors
Arkansas
$349K – – –