We are live on ! Find out more
OBDC icon

Blue Owl Capital

Name Holding Trade Value Shares
Change
Change in
Stake
OCPWS
376
One Charles Private Wealth Services
Massachusetts
$111K -$87.4K -7,450 -43%
E3F
377
Eight 31 Financial
Texas
$111K +$118K +10,016 New
LBWM
378
Left Brain Wealth Management
Illinois
$111K -$86.9K -7,400 -43%
PWAM
379
Papamarkou Wellner Asset Management
New York
$111K – – –
MAS
380
MPWM Advisory Solutions
Georgia
$111K +$39.9K +3,400 +52%
NF
381
Napier Financial
Massachusetts
$109K +$116K +9,873 New
IP
382
Ignite Planners
California
$106K +$119K +10,155 New
CA
383
Clearstead Advisors
Ohio
$106K -$28.4K -2,416 -20%
CI
384
Corient IA
Florida
$98.8K -$12.6K -1,070 -11%
CCA
385
Catalyst Capital Advisors
New York
$96.2K +$102K +8,700 New
EWA
386
EverSource Wealth Advisors
Alabama
$90.2K +$48.5K +4,134 +103%
BTI
387
Blue Trust Inc
Georgia
$87.5K -$4.17K -355 -4%
SS
388
SBI Securities
Japan
$85.4K -$15K -1,277 -14%
BC
389
Bayforest Capital
United Kingdom
$84.5K +$11.5K +976 +15%
HIMS
390
Hager Investment Management Services
New Hampshire
$84.3K +$20.2K +1,720 +29%
TY
391
Titiun Yejiel
$77.4K – – –
WA
392
Westfuller Advisors
New York
$74.5K +$2.18K +186 +3%
Nomura Asset Management
393
Nomura Asset Management
Japan
$72.6K -$15.4K -1,312 -17%
PA
394
Parallel Advisors
California
$65.7K -$47K -4,000 -40%
AF
395
Allworth Financial
California
$59.4K -$16.4K -1,397 -21%
FFO
396
Fortitude Family Office
Arizona
$55.3K – – –
KCM
397
Key Capital Management
Tennessee
$54.6K -$60.2K -5,132 -51%
Citigroup
398
Citigroup
New York
$45.6K -$52.4K -4,461 -52%
CFM
399
Cornerstone Financial Management
Massachusetts
$44.2K – – –
PTC
400
Private Trust Company
Ohio
$44.2K – – –