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Blue Owl Capital
OBDC

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
451
ClearAlpha Technologies
Connecticut
– -$299K -27,000 Closed
MOS
452
MGO One Seven
Ohio
– -$286K -25,888 Closed
CWM
453
Cornerstone Wealth Management
Missouri
– -$275K -24,833 Closed
KPF
454
K2 Principal Fund
Ontario, Canada
– -$249K -22,500 Closed
OFG
455
Oxford Financial Group
Indiana
– -$227K -20,487 Closed
IAS
456
Insigneo Advisory Services
Florida
– -$215K -19,442 Closed
FRM
457
Fox Run Management
Connecticut
– -$210K -19,238 Closed
KCM
458
Kathmere Capital Management
Pennsylvania
– -$200K -18,093 Closed
VF
459
Virtu Financial
New York
– -$197K -17,793 Closed
KCPG
460
Kavar Capital Partners Group
Kansas
– -$182K -16,465 Closed
ECM
461
ExodusPoint Capital Management
New York
– -$175K -15,795 Closed
RWA
462
Redhawk Wealth Advisors
Minnesota
– -$172K -15,565 Closed
BCM
463
Bluefin Capital Management
New York
– -$170K -15,200 Closed
EPW
464
Evolve Private Wealth
California
– -$149K -13,461 Closed
SC
465
Savant Capital
Illinois
– -$148K -13,377 Closed
ACA
466
American Capital Advisory
Idaho
– -$144K -12,988 Closed
VCA
467
Verdence Capital Advisors
Maryland
– -$140K -12,680 Closed
IF
468
Integrity Financial
Wyoming
– -$145K -12,676 Closed
EFS
469
Essex Financial Services
Connecticut
– -$133K -11,995 Closed
TAM
470
Townsend Asset Management
North Carolina
– -$131K -11,883 Closed
SFS
471
Sowell Financial Services
Arkansas
– -$127K -11,453 Closed
KPWS
472
Kestra Private Wealth Services
Texas
– -$125K -11,314 Closed
PAWC
473
P.A.W. Capital
Connecticut
– -$119K -11,100 Closed
SCA
474
Snowden Capital Advisors
New York
– -$125K -10,970 Closed
FWA
475
Fulcrum Wealth Advisors
Washington
– -$114K -10,351 Closed
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19
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