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Blue Owl Capital

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
101
Tradition Wealth Management
Minnesota
$1M +$228K +15,899 +29%
CL
102
CPWM LLC
Washington
$990K +$275K +19,165 +38%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$984K +$106K +7,379 +12%
Creative Planning
104
Creative Planning
Kansas
$963K +$737K +51,292 +316%
BA
105
Bard Associates
Illinois
$938K +$179K +12,465 +23%
EGA
106
Eagle Global Advisors
Texas
$932K -$15.2K -1,060 -2%
GI
107
Glovista Investments
New Jersey
$897K -$527K -36,680 -37%
Victory Capital Management
108
Victory Capital Management
Texas
$854K +$860K +59,824 New
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$849K +$233K +16,186 +37%
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$829K +$6.48K +451 +0.8%
IIA
111
IPG Investment Advisors
California
$816K -$918K -63,866 -53%
AWA
112
Arkadios Wealth Advisors
Georgia
$789K +$53.8K +3,746 +7%
SWP
113
Stratos Wealth Partners
Ohio
$768K +$141K +9,794 +22%
Russell Investments Group
114
Russell Investments Group
United Kingdom
$744K -$509K -35,448 -40%
Goldman Sachs
115
Goldman Sachs
New York
$744K +$521K +36,231 +227%
FNT
116
First National Trust
Pennsylvania
$704K
BCM
117
Brookstone Capital Management
Illinois
$700K +$18.8K +1,309 +3%
LC
118
Lindbrook Capital
California
$698K
SPIA
119
Steward Partners Investment Advisory
New York
$675K +$108K +7,548 +19%
AWM
120
AE Wealth Management
Kansas
$674K +$678K +47,208 New
TFA
121
Teamwork Financial Advisors
Texas
$662K +$667K +46,395 New
ECG
122
EPIQ Capital Group
California
$618K +$13.5K +939 +2%
WA
123
WESPAC Advisors
California
$591K +$595K +41,389 New
AA
124
Ancora Advisors
Ohio
$589K -$37.4K -2,600 -6%
CWM
125
Cornerstone Wealth Management
Missouri
$568K +$153K +10,633 +36%