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Blue Owl Capital

Name Holding Trade Value Shares
Change
Change in
Stake
YIH
176
Y-Intercept (HK)
Hong Kong
$333K -$47.1K -3,213 -12%
Brown Advisory
177
Brown Advisory
Maryland
$330K +$37.8K +2,580 +13%
SWA
178
Strategies Wealth Advisors
Michigan
$328K +$6.79K +463 +2%
TI
179
Trexquant Investment
Connecticut
$326K +$323K +22,038 New
GC
180
Guggenheim Capital
Illinois
$314K +$27.9K +1,901 +10%
NFC
181
Northeast Financial Consultants
Connecticut
$309K +$306K +20,900 New
MYIA
182
Mount Yale Investment Advisors
Colorado
$299K +$296K +20,205 New
ACM
183
Alamar Capital Management
California
$296K +$58.6K +4,000 +25%
APA
184
American Portfolios Advisors
New York
$290K +$43.7K +2,984 +18%
LFA
185
Legacy Financial Advisors
Kentucky
$289K +$287K +19,552 New
QC
186
Quantedge Capital
Singapore
$284K – – –
BPA
187
Beacon Pointe Advisors
California
$272K +$270K +18,418 New
AAS
188
Avantax Advisory Services
Texas
$256K +$4.56K +311 +2%
PW
189
Peninsula Wealth
California
$251K +$5.2K +355 +2%
FAN
190
Financial Advisors Network
California
$248K -$198K -13,500 -45%
KA
191
Kovack Advisors
Florida
$247K -$21.8K -1,489 -8%
CIBC Asset Management
192
CIBC Asset Management
Ontario, Canada
$241K – – –
CIBC Private Wealth Group
193
CIBC Private Wealth Group
Georgia
$241K – – –
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$239K – – –
AWM
195
Apollon Wealth Management
South Carolina
$238K -$28K -1,910 -11%
CPA
196
Capital Performance Advisors
California
$231K +$4.79K +327 +2%
APW
197
Austin Private Wealth
Texas
$217K – – –
KFGK
198
Keystone Financial Group (Kentucky)
Kentucky
$216K – – –
AWS
199
AJ Wealth Strategies
New York
$211K +$3.17K +216 +2%
PFA
200
Peak Financial Advisors
Colorado
$208K +$15.8K +1,078 +8%