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Blue Owl Capital
OBDC

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
301
Alamar Capital Management
California
$256K – – –
PSCM
302
Per Stirling Capital Management
Texas
$256K +$7.39K +581 +3%
OFG
303
Oxford Financial Group
Indiana
$255K – – –
FFG
304
Fortem Financial Group
California
$251K -$289K -22,713 -53%
SAM
305
Summit Asset Management
Tennessee
$249K – – –
GC
306
GatePass Capital
Ohio
$248K -$26.4K -2,080 -9%
WG
307
Welch Group
Alabama
$246K +$6.94K +546 +3%
MT
308
Midwest Trust
Kansas
$239K – – –
APW
309
Austin Private Wealth
Texas
$236K +$19.3K +1,515 +9%
S
310
SignatureFD
Georgia
$236K -$24.3K -1,911 -9%
BPA
311
Beacon Pointe Advisors
California
$232K – – –
AWA
312
Amplius Wealth Advisors
Pennsylvania
$231K +$36.4K +2,861 +18%
CIG
313
Cascade Investment Group
Colorado
$229K -$33.7K -2,650 -13%
PPW
314
Pasadena Private Wealth
California
$228K +$69.5K +5,469 +42%
KFA
315
Kelleher Financial Advisors
New York
$225K +$230K +18,071 New
NP
316
NorthRock Partners
Minnesota
$221K -$25K -1,970 -10%
OCPWS
317
One Charles Private Wealth Services
Massachusetts
$217K – – –
LBWM
318
Left Brain Wealth Management
Illinois
$216K +$221K +17,400 New
CWP
319
Core Wealth Partners
California
$214K – – –
ACM
320
Anfield Capital Management
California
$214K – – –
OCM
321
Osbon Capital Management
Massachusetts
$207K +$212K +16,668 New
GC
322
Gilbert & Cook
Iowa
$206K -$1.97M -155,196 -90%
LA
323
LVW Advisors
New York
$204K +$209K +16,447 New
IA
324
IFC Advisors
California
$199K – – –
IWC
325
Integrated Wealth Concepts
Massachusetts
$198K +$8.99K +707 +5%
11 12
13
14 15