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Blue Owl Capital
OBDC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
351
Pioneer Family Office
Florida
$114K – – –
EFG
352
Everest Financial Group
Minnesota
$113K -$7K -626 -6%
E3F
353
Eight 31 Financial
Texas
$112K +$3.68K +329 +3%
BP
354
BBR Partners
New York
$112K – – –
CA
355
Clearstead Advisors
Ohio
$112K +$7.8K +697 +7%
SWP
356
Sagespring Wealth Partners
Tennessee
$110K +$114K +10,162 New
FDCDDQ
357
Federation des caisses Desjardins du Quebec
Quebec, Canada
$110K -$20.3K -1,813 -15%
OCPWS
358
One Charles Private Wealth Services
Massachusetts
$109K – – –
OC
359
Oarsman Capital
Wisconsin
$109K -$14K -1,250 -11%
AC
360
Attessa Capital
Arizona
$109K +$112K +10,000 New
NF
361
Napier Financial
Massachusetts
$107K – – –
POIA
362
Pin Oak Investment Advisors
Texas
$96K +$98.7K +8,818 New
APFP
363
Action Point Financial Planning
Michigan
$86.7K +$89.2K +7,974 New
HIMS
364
Hager Investment Management Services
New Hampshire
$82.9K – – –
SS
365
SBI Securities
Japan
$76.9K -$7.23K -646 -8%
WA
366
Westfuller Advisors
New York
$71.2K -$1.58K -141 -2%
BTI
367
Blue Trust Inc
Georgia
$70.6K -$15.8K -1,408 -18%
PA
368
Parallel Advisors
California
$62.7K -$1.88K -168 -3%
SC
369
SouthState Corp
Florida
$52.6K +$54.1K +4,840 New
VFM
370
Vision Financial Markets
Connecticut
$52.3K +$42.5K +3,800 +374%
CA
371
Crewe Advisors
Utah
$48.2K -$179K -16,000 -78%
BC
372
Bayforest Capital
United Kingdom
$46.7K -$37.5K -3,349 -44%
PTC
373
Private Trust Company
Ohio
$43.5K – – –
ZBNA
374
Zions Bancorporation, National Association
Utah
$43.5K – – –
AF
375
Allworth Financial
California
$42.2K -$16.6K -1,487 -28%
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15
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