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Blue Owl Capital

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
176
Next Capital Management
New York
$585K
AWA
177
Amplius Wealth Advisors
Pennsylvania
$583K -$57.5K -3,826 -9%
Bank of New York Mellon
178
Bank of New York Mellon
New York
$574K -$14.2K -946 -2%
Wealth Enhancement Advisory Services
179
Wealth Enhancement Advisory Services
Minnesota
$570K +$155K +10,298 +36%
MLIC
180
Mandatum Life Insurance Company
Finland
$564K +$195K +12,978 +50%
VF
181
Virtu Financial
New York
$556K -$146K -9,713 -20%
OBWG
182
Onyx Bridge Wealth Group
New York
$553K
KAS
183
Kestra Advisory Services
Texas
$551K +$91.9K +6,123 +19%
Brown Advisory
184
Brown Advisory
Maryland
$540K +$130K +8,644 +30%
SW
185
SteelPeak Wealth
California
$538K -$72.8K -4,851 -12%
GC
186
Guggenheim Capital
Illinois
$505K +$6.77K +451 +1%
KWM
187
Kingsview Wealth Management
Oregon
$502K -$33K -2,195 -6%
CWM
188
Cornerstone Wealth Management
Missouri
$501K +$33.9K +2,256 +7%
NAS
189
NWF Advisory Services
California
$492K -$330 -22 -0.1%
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$487K -$5.29K -352 -1%
EFS
191
Essex Financial Services
Connecticut
$461K +$300K +20,000 +194%
AAS
192
Avantax Advisory Services
Texas
$458K +$72.6K +4,834 +18%
KA
193
Kovack Advisors
Florida
$458K -$80.1K -5,332 -15%
Susquehanna International Group
194
Susquehanna International Group
Pennsylvania
$456K -$431K -28,716 -48%
SWA
195
Strategies Wealth Advisors
Michigan
$451K +$40.1K +2,670 +9%
MP
196
McDonald Partners
Ohio
$437K
IIA
197
IPG Investment Advisors
California
$431K -$24.4K -1,627 -5%
CG
198
Caprock Group
Idaho
$430K +$4.12K +274 +1%
IMC Chicago
199
IMC Chicago
Illinois
$428K +$441K +29,399 New
BP
200
Ballentine Partners
Massachusetts
$427K