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Blue Owl Capital

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
276
Accurate Wealth Management
Florida
$341K +$386K +25,706 New
S
277
SignatureFD
Georgia
$331K +$90 +6 +0%
CG
278
CFO4Life Group
Texas
$327K +$127K +8,450 +61%
DFS
279
Dixon Fnancial Services
California
$312K – – –
TWM
280
TCFG Wealth Management
California
$310K +$69.9K +4,657 +28%
CIG
281
Cascade Investment Group
Colorado
$309K -$9.39K -625 -3%
TFA
282
Teamwork Financial Advisors
Texas
$305K -$13.5K -896 -4%
ACM
283
Alamar Capital Management
California
$301K – – –
OFG
284
Oxford Financial Group
Indiana
$300K +$308K +20,487 New
BF
285
BOK Financial
Oklahoma
$300K – – –
DWT
286
Dorsey & Whitney Trust
South Dakota
$292K +$58.7K +3,910 +24%
SWA
287
Stratos Wealth Advisors
Ohio
$292K -$15.6K -1,041 -5%
FWP
288
Family Wealth Partners
North Carolina
$285K +$292K +19,425 New
FPAS
289
Focus Partners Advisor Solutions
Missouri
$285K +$292K +19,425 New
CWM
290
Castle Wealth Management
Florida
$284K +$284K +18,905 New
SCA
291
Snowden Capital Advisors
New York
$283K +$676 +45 +0.2%
FCI
292
Financial Counselors Inc
Kansas
$282K +$289K +19,253 New
WAP
293
Wealthcare Advisory Partners
Pennsylvania
$277K +$5.15K +343 +2%
WG
294
Welch Group
Alabama
$275K +$6.56K +437 +2%
NP
295
NorthRock Partners
Minnesota
$273K +$60 +4 +0%
TCWM
296
Total Clarity Wealth Management
Illinois
$270K – – –
NPT
297
National Philanthropic Trust
Pennsylvania
$270K -$868K -57,800 -76%
AQR Capital Management
298
AQR Capital Management
Connecticut
$269K -$85.6K -5,699 -24%
Mercer Global Advisors
299
Mercer Global Advisors
Colorado
$269K +$111K +7,389 +67%
MW
300
MBL Wealth
North Carolina
$264K -$30K -2,000 -10%