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Blue Owl Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
176
Cornerstone Wealth Management
Missouri
$636K -$360K -25,310 -37%
NC
177
NewSquare Capital
Pennsylvania
$599K +$577K +40,586 New
IIA
178
IPG Investment Advisors
California
$585K -$94.7K -6,662 -15%
USCWA
179
U.S. Capital Wealth Advisors
Texas
$585K +$14.2K +1,000 +3%
GSEP
180
Golden State Equity Partners
California
$580K
KA
181
Kovack Advisors
Florida
$576K +$39.5K +2,776 +8%
OBWG
182
Onyx Bridge Wealth Group
New York
$560K
NAS
183
NWF Advisory Services
California
$550K +$22.8K +1,602 +4%
Lido Advisors
184
Lido Advisors
California
$550K +$517K +36,403 New
DFG
185
Demars Financial Group
Washington
$544K -$1.55M -109,069 -75%
RWA
186
Redhawk Wealth Advisors
Minnesota
$529K +$510K +35,866 New
TCM
187
Triumph Capital Management
Colorado
$517K -$318K -22,407 -40%
SG Americas Securities
188
SG Americas Securities
New York
$514K -$786K -55,309 -61%
BMO
189
Beck Mack & Oliver
New York
$502K +$483K +34,000 New
GC
190
Guggenheim Capital
Illinois
$499K +$18.6K +1,310 +4%
MWM
191
Meridian Wealth Management
Kentucky
$496K +$478K +33,623 New
BRWA
192
B. Riley Wealth Advisors
Florida
$496K +$42.3K +2,979 +10%
NW
193
NewEdge Wealth
Pennsylvania
$478K +$460K +32,394 New
AAS
194
Avantax Advisory Services
Texas
$474K +$41.5K +2,921 +10%
AWA
195
Arete Wealth Advisors
Illinois
$472K +$52.1K +3,664 +13%
CIC
196
Chilton Investment Company
Connecticut
$471K +$454K +31,912 New
AAA
197
Adams Asset Advisors
Texas
$459K -$306K -21,560 -41%
MP
198
McDonald Partners
Ohio
$443K
William Blair & Company
199
William Blair & Company
Illinois
$440K +$5K +352 +1%
BP
200
Ballentine Partners
Massachusetts
$433K