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Blue Owl Capital

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
176
Visionary Wealth Advisors
Illinois
$340K -$33.8K -2,815 -9%
BP
177
Ballentine Partners
Massachusetts
$339K – – –
BRWA
178
B. Riley Wealth Advisors
Florida
$335K -$11.4K -948 -3%
AA
179
Ancora Advisors
Ohio
$324K +$48K +4,000 +17%
S
180
SignatureFD
Georgia
$322K +$89.9K +7,500 +37%
AWA
181
Arete Wealth Advisors
Illinois
$322K +$334K +27,872 New
BFM
182
Boothbay Fund Management
New York
$322K +$157K +13,135 +89%
Brown Advisory
183
Brown Advisory
Maryland
$319K – – –
GC
184
Guggenheim Capital
Illinois
$312K +$43.5K +3,632 +16%
CG
185
Caprock Group
Idaho
$303K -$36K -3,000 -11%
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$299K +$162K +13,552 +110%
TFA
187
Teamwork Financial Advisors
Texas
$292K +$7.61K +635 +3%
Point72 Asset Management
188
Point72 Asset Management
Connecticut
$289K – – –
CC
189
Claybrook Capital
Massachusetts
$285K – – –
William Blair & Company
190
William Blair & Company
Illinois
$278K +$1.81K +151 +0.6%
SWA
191
Strategies Wealth Advisors
Michigan
$275K +$285K +23,810 New
CWM
192
Catalyst Wealth Management
Georgia
$271K +$282K +23,485 New
FRM
193
Fox Run Management
Connecticut
$271K +$102K +8,504 +57%
KA
194
Kovack Advisors
Florida
$269K -$22.8K -1,899 -8%
GTCM
195
Gyon Technologies Capital Management
New Jersey
$266K +$276K +23,036 New
AWS
196
Atria Wealth Solutions
New York
$266K -$12.2K -1,017 -4%
Bank of New York Mellon
197
Bank of New York Mellon
New York
$266K +$276 +23 +0.1%
GAM
198
Gotham Asset Management
New York
$257K +$267K +22,235 New
TRCT
199
Tower Research Capital (TRC)
New York
$237K +$203K +16,937 +475%
AI
200
Accredited Investors
Minnesota
$237K – – –