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Blue Owl Capital

Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
201
U.S. Capital Wealth Advisors
Texas
$647K +$24K +1,500 +4%
SW
202
SteelPeak Wealth
California
$643K +$334K +20,875 +104%
GRP
203
Global Retirement Partners
California
$639K +$479K +29,937 +257%
Bank of New York Mellon
204
Bank of New York Mellon
New York
$619K +$177K +11,041 +38%
NCM
205
Next Capital Management
New York
$616K -$19.4M -1,214,118 -97%
William Blair & Company
206
William Blair & Company
Illinois
$598K +$140K +8,759 +29%
OBWG
207
Onyx Bridge Wealth Group
New York
$583K
AWA
208
Arete Wealth Advisors
Illinois
$571K +$70.5K +4,409 +13%
KA
209
Kovack Advisors
Florida
$564K -$30.7K -1,922 -5%
KWM
210
Kingsview Wealth Management
Oregon
$563K +$55.6K +3,475 +10%
GC
211
Guggenheim Capital
Illinois
$526K +$24.1K +1,505 +5%
NAS
212
NWF Advisory Services
California
$519K -$65.4K -4,089 -11%
YIH
213
Y-Intercept (HK)
Hong Kong
$518K -$263K -16,425 -33%
OSAM
214
O'Shaughnessy Asset Management
Connecticut
$505K +$526K +32,881 New
WS
215
Wedbush Securities
California
$502K +$61K +3,813 +13%
CWM
216
Cornerstone Wealth Management
Missouri
$493K -$42.2K -2,641 -8%
Connor, Clark & Lunn Investment Management (CC&L)
217
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$492K +$512K +32,034 New
KAS
218
Kestra Advisory Services
Texas
$487K +$42K +2,626 +9%
FRM
219
Fox Run Management
Connecticut
$481K -$402K -25,173 -45%
IIA
220
IPG Investment Advisors
California
$479K -$86.6K -5,416 -15%
MWPCG
221
Measured Wealth Private Client Group
New Hampshire
$479K +$173K +10,831 +53%
AAA
222
Adams Asset Advisors
Texas
$478K
MP
223
McDonald Partners
Ohio
$461K
EGM
224
Engineers Gate Manager
New York
$460K +$48.6K +3,038 +11%
BP
225
Ballentine Partners
Massachusetts
$450K