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Blue Owl Capital
OBDC

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
401
MPWM Advisory Solutions
Georgia
$82K – – –
WA
402
Westfuller Advisors
New York
$81K +$2.28K +179 +3%
FHA
403
Flagship Harbor Advisors
Massachusetts
$79.6K -$98.2K -7,727 -55%
HIMS
404
Hager Investment Management Services
New Hampshire
$73.4K -$16.5K -1,300 -18%
GRP
405
Global Retirement Partners
California
$70.2K -$26.9K -2,115 -27%
PFBT
406
Parkside Financial Bank & Trust
Missouri
$69.7K -$64.2K -5,048 -47%
FFO
407
Fortitude Family Office
Arizona
$62.1K +$63.6K +5,000 New
FGAM
408
Financial Gravity Asset Management
Texas
$51.9K – – –
CFO
409
CVA Family Office
Colorado
$51K – – –
EWA
410
EverSource Wealth Advisors
Alabama
$50K -$3.12K -245 -6%
ZBNA
411
Zions Bancorporation, National Association
Utah
$49.7K – – –
PTC
412
Private Trust Company
Ohio
$49.7K +$2.48K +195 +5%
CFM
413
Cornerstone Financial Management
Massachusetts
$49.7K +$50.9K +4,000 New
SWM
414
Spire Wealth Management
Virginia
$45.7K +$10.6K +830 +29%
FIA
415
FNY Investment Advisers
New York
$44K +$45.8K +3,600 New
IA
416
IFP Advisors
Florida
$42.2K +$16.6K +1,305 +62%
CIAM
417
Caitong International Asset Management
Hong Kong
$39.9K +$13.9K +1,093 +52%
RDFA
418
Ritter Daniher Financial Advisory
Ohio
$38.9K +$39.8K +3,128 New
AIM
419
Anchor Investment Management
South Carolina
$37.3K – – –
NFSG
420
Newbridge Financial Services Group
Florida
$35.6K +$470 +37 +1%
BAMF
421
BI Asset Management Fondsmaeglerselskab
Denmark
$32K – – –
EP
422
Essential Partners
California
$30.7K +$31.4K +2,466 New
CSPIA
423
Cary Street Partners Investment Advisory
Virginia
$29.9K -$104K -8,200 -77%
HWA
424
Heritage Wealth Advisors
Virginia
$29.8K – – –
AUB
425
Atlantic Union Bankshares
Virginia
$27.4K +$38 +3 +0.1%
15 16
17
18 19