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Blue Owl Capital

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
201
Sowell Financial Services
Arkansas
$252K +$28.1K +2,183 +12%
JFG
202
Jefferies Financial Group
New York
$250K – – –
AAS
203
Avantax Advisory Services
Texas
$250K +$26K +2,019 +11%
AMC
204
Asset Management Corp
Illinois
$245K +$3.53K +274 +1%
MA
205
MAS Advisors
Florida
$244K -$4.52K -351 -2%
SM
206
Sciencast Management
New Jersey
$238K +$240K +18,675 New
CC
207
Copperleaf Capital
North Carolina
$231K +$99.6K +7,736 +73%
PW
208
Peninsula Wealth
California
$230K – – –
WS
209
Wedbush Securities
California
$227K +$68.7K +5,336 +42%
CPA
210
Capital Performance Advisors
California
$218K +$6.37K +495 +3%
CWP
211
Core Wealth Partners
California
$218K – – –
NW
212
Naviter Wealth
Arkansas
$218K +$216K +16,809 New
CIG
213
Cascade Investment Group
Colorado
$214K +$218K +16,950 New
AFC
214
AFT Forsyth & Company
Florida
$210K +$215K +16,690 New
CWS
215
Cypress Wealth Services
California
$210K +$215K +16,675 New
BPA
216
Beacon Pointe Advisors
California
$202K +$76.1K +5,910 +58%
CFGS
217
Concourse Financial Group Securities
Alabama
$202K +$10.3K +800 +5%
IWP
218
Icon Wealth Partners
Texas
$198K +$202K +15,699 New
APW
219
Austin Private Wealth
Texas
$195K +$2.35K +183 +1%
KAS
220
Kestra Advisory Services
Texas
$195K +$65.6K +5,099 +49%
Mirae Asset Global Investments
221
Mirae Asset Global Investments
South Korea
$188K +$192K +14,921 New
MWM
222
Mission Wealth Management
California
$185K +$12.9K +1,000 +7%
SWM
223
SeaCrest Wealth Management
New York
$185K – – –
CC
224
Cipher Capital
New York
$180K -$815K -63,363 -82%
HT
225
Heritage Trust
Oklahoma
$175K – – –