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Blue Owl Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
201
Citizens Financial Group
Rhode Island
$736K -$393K -27,634 -32%
EFG
202
Ethos Financial Group
Pennsylvania
$706K +$114K +7,975 +17%
AWE
203
Avidian Wealth Enterprises
Texas
$704K +$17.6K +1,237 +2%
KeyBank National Association
204
KeyBank National Association
Ohio
$699K -$140K -9,808 -15%
PFPT
205
Pinnacle Financial Partners (Tennessee)
Tennessee
$696K
FWP
206
Family Wealth Partners
North Carolina
$695K +$263K +18,493 +51%
CAG
207
Csenge Advisory Group
Florida
$691K +$20.4K +1,434 +3%
WAG
208
Winthrop Advisory Group
Massachusetts
$691K -$17.6K -1,233 -2%
DCM
209
Dudley Capital Management
Virginia
$687K -$85.4K -6,000 -10%
GWMR
210
GC Wealth Management RIA
Massachusetts
$682K +$761K +53,425 New
TYCC
211
Texas Yale Capital Corp
Florida
$664K +$424K +29,750 +134%
Neuberger Berman Group
212
Neuberger Berman Group
New York
$661K
Mackenzie Financial
213
Mackenzie Financial
Ontario, Canada
$634K +$276K +19,386 +64%
BI
214
Bramshill Investments
Florida
$624K -$16.5K -1,162 -2%
Nomura Asset Management
215
Nomura Asset Management
Japan
$616K +$106K +7,463 +18%
WS
216
Wedbush Securities
California
$603K +$5.62K +395 +0.8%
Comerica Bank
217
Comerica Bank
Texas
$591K -$167K -11,696 -20%
GSEP
218
Golden State Equity Partners
California
$582K
IAS
219
Insigneo Advisory Services
Florida
$568K -$93.1K -6,540 -13%
SW
220
SteelPeak Wealth
California
$562K -$141K -9,900 -19%
FFG
221
Fortem Financial Group
California
$548K -$2.08M -146,307 -77%
TA
222
TruWealth Advisors
Louisiana
$547K
AIM
223
AXA Investment Managers
France
$546K +$609K +42,754 New
LWA
224
Lantern Wealth Advisors
New York
$540K
SG Americas Securities
225
SG Americas Securities
New York
$539K +$601K +42,237 New