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OTF

Blue Owl Technology Finance Corp

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.29M +$1.25M +83,285 +851%
WIA
27
World Investment Advisors
California
$1.25M +$897K +59,830 +194%
NW
28
NewEdge Wealth
Pennsylvania
$974K +$665K +44,353 +190%
GF
29
Gries Financial
Ohio
$910K +$697K +46,452 +248%
UBS Group
30
UBS Group
Switzerland
$902K +$940K +62,673 +2,430%
JP Morgan Chase
31
JP Morgan Chase
New York
$756K +$785K +52,345 +2,188%
HighTower Advisors
32
HighTower Advisors
Illinois
$753K +$545K +36,331 +200%
FT
33
Fiduciary Trust
Massachusetts
$735K +$532K +35,455 +200%
BTI
34
Blue Trust Inc
Georgia
$726K +$543K +36,183 +221%
SA
35
Sanctuary Advisors
Indiana
$699K +$758K +50,565 New
SCM
36
SCS Capital Management
Massachusetts
$661K +$717K +47,838 New
DAS
37
Diversify Advisory Services
Utah
$595K +$398K +26,555 +173%
Northern Trust
38
Northern Trust
Illinois
$544K +$372K +24,816 +171%
AWA
39
Adapt Wealth Advisors
Georgia
$485K +$315K +21,024 +149%
Pathstone Holdings
40
Pathstone Holdings
New Jersey
$462K +$333K +22,177 +200%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$460K +$413K +27,530 +479%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$435K +$467K +31,104 New
Macquarie Group
43
Macquarie Group
Australia
$407K +$442K +29,443 New
HF
44
HRT Financial
New York
$402K +$218K +14,513 +99%
RWM
45
Ritholtz Wealth Management
New York
$375K +$407K +27,159 New
AGM
46
Alpine Global Management
New York
$346K +$375K +25,000 New
SPIA
47
Steward Partners Investment Advisory
New York
$339K +$128K +8,520 +53%
PIA
48
Perennial Investment Advisors
California
$316K +$343K +22,890 New
CL
49
Choreo LLC
Illinois
$308K +$333K +22,184 New
GIC
50
Generali Investments CEE
Czech Republic
$303K +$329K +21,916 New