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Blue Owl Capital

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
201
Avantax Advisory Services
Texas
$550K +$74.7K +4,960 +16%
CWM
202
Cornerstone Wealth Management
Missouri
$548K +$27.6K +1,832 +5%
AG
203
AmeriFlex Group
Nevada
$541K +$539K +35,773 New
VWA
204
Visionary Wealth Advisors
Illinois
$539K +$116K +7,710 +28%
Nomura Asset Management
205
Nomura Asset Management
Japan
$525K +$331K +21,983 +173%
PCA
206
Pallas Capital Advisors
Massachusetts
$522K -$239K -15,862 -31%
PPW
207
Pasadena Private Wealth
California
$520K +$230K +15,244 +80%
WS
208
Wedbush Securities
California
$519K +$81.2K +5,390 +19%
SWA
209
Strategies Wealth Advisors
Michigan
$490K +$23.4K +1,550 +5%
GC
210
GatePass Capital
Ohio
$484K +$482K +32,000 New
BWP
211
BlueStem Wealth Partners
Minnesota
$483K +$482K +31,957 New
AWA
212
Arete Wealth Advisors
Illinois
$479K +$88.2K +5,850 +23%
KWM
213
Kingsview Wealth Management
Oregon
$465K -$56.5K -3,750 -11%
MCP
214
Mirador Capital Partners
California
$461K +$33K +2,187 +8%
DFG
215
Demars Financial Group
Washington
$459K +$29.7K +1,973 +7%
EFS
216
Essex Financial Services
Connecticut
$458K – – –
Citigroup
217
Citigroup
New York
$454K +$111K +7,336 +32%
MP
218
McDonald Partners
Ohio
$454K – – –
GF
219
Gabelli Funds
New York
$452K +$451K +29,916 New
ADIM
220
Alpha DNA Investment Management
Maryland
$452K +$25.9K +1,718 +6%
IIA
221
IPG Investment Advisors
California
$446K – – –
BP
222
Ballentine Partners
Massachusetts
$443K – – –
PWM
223
Perigon Wealth Management
California
$433K +$54.5K +3,619 +14%
William Blair & Company
224
William Blair & Company
Illinois
$430K -$223K -14,789 -34%
KAS
225
Kestra Advisory Services
Texas
$424K -$147K -9,758 -26%