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Blue Owl Capital

Name Holding Trade Value Shares
Change
Change in
Stake
JTWM
201
Jackson Thornton Wealth Management
Alabama
$569K +$585K +52,323 New
Mackenzie Financial
202
Mackenzie Financial
Ontario, Canada
$561K +$16.1K +1,437 +3%
A
203
Argentarii
Ohio
$561K – – –
EWM
204
Evercore Wealth Management
New York
$541K – – –
FIA
205
Foundations Investment Advisors
Arizona
$534K -$115K -10,272 -17%
EFG
206
Ethos Financial Group
Pennsylvania
$532K -$59.7K -5,334 -10%
CAM
207
Cidel Asset Management
Ontario, Canada
$531K +$546K +48,830 New
BHCM
208
Brevan Howard Capital Management
Jersey
$530K +$308K +27,496 +129%
TIA
209
Trust Investment Advisors
Indiana
$529K -$32.3K -2,887 -6%
Brown Advisory
210
Brown Advisory
Maryland
$522K +$222K +19,822 +70%
HP
211
Haven Private
Florida
$517K +$24.8K +2,219 +5%
William Blair & Company
212
William Blair & Company
Illinois
$504K +$6.34K +567 +1%
DCM
213
Dudley Capital Management
Virginia
$500K -$3.36K -300 -0.6%
LOWM
214
Laurel Oak Wealth Management
New Jersey
$499K -$138K -12,380 -21%
Wealth Enhancement Advisory Services
215
Wealth Enhancement Advisory Services
Minnesota
$497K +$21.5K +1,925 +4%
JIC
216
Joel Isaacson & Co
New York
$487K – – –
WA
217
WESPAC Advisors
California
$485K -$70K -6,260 -12%
CIA
218
Concurrent Investment Advisors
Florida
$481K -$68K -6,075 -12%
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$475K +$358K +32,020 +274%
Manulife (Manufacturers Life Insurance)
220
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$450K +$297K +26,530 +178%
BNP Paribas Financial Markets
221
BNP Paribas Financial Markets
France
$449K -$457K -40,851 -50%
Simplex Trading
222
Simplex Trading
Illinois
$447K -$1.07M -95,551 -70%
SF
223
Summit Financial
New Jersey
$442K -$26.4K -2,361 -6%
TCWA
224
Turtle Creek Wealth Advisors
Texas
$415K – – –
SCM
225
Sterneck Capital Management
Missouri
$412K – – –