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Blue Owl Capital

Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
301
Per Stirling Capital Management
Texas
$256K +$7.39K +581 +3%
OFG
302
Oxford Financial Group
Indiana
$255K
FFG
303
Fortem Financial Group
California
$251K -$289K -22,713 -53%
SAM
304
Summit Asset Management
Tennessee
$249K
GC
305
GatePass Capital
Ohio
$248K -$26.4K -2,080 -9%
WG
306
Welch Group
Alabama
$246K +$6.94K +546 +3%
MT
307
Midwest Trust
Kansas
$239K
APW
308
Austin Private Wealth
Texas
$236K +$19.3K +1,515 +9%
S
309
SignatureFD
Georgia
$236K -$24.3K -1,911 -9%
BPA
310
Beacon Pointe Advisors
California
$232K
AWA
311
Amplius Wealth Advisors
Pennsylvania
$231K +$36.4K +2,861 +18%
CIG
312
Cascade Investment Group
Colorado
$229K -$33.7K -2,650 -13%
PPW
313
Pasadena Private Wealth
California
$228K +$69.5K +5,469 +42%
KFA
314
Kelleher Financial Advisors
New York
$225K +$230K +18,071 New
NP
315
NorthRock Partners
Minnesota
$221K -$25K -1,970 -10%
OCPWS
316
One Charles Private Wealth Services
Massachusetts
$217K
LBWM
317
Left Brain Wealth Management
Illinois
$216K +$221K +17,400 New
CWP
318
Core Wealth Partners
California
$214K
ACM
319
Anfield Capital Management
California
$214K
OCM
320
Osbon Capital Management
Massachusetts
$207K +$212K +16,668 New
GC
321
Gilbert & Cook
Iowa
$206K -$1.97M -155,196 -90%
LA
322
LVW Advisors
New York
$204K +$209K +16,447 New
IA
323
IFC Advisors
California
$199K
IWC
324
Integrated Wealth Concepts
Massachusetts
$198K +$8.99K +707 +5%
CIBC Private Wealth Group
325
CIBC Private Wealth Group
Georgia
$197K -$43.7K -3,441 -18%