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OTF

Blue Owl Technology Finance Corp

Name Holding Trade Value Shares
Change
Change in
Stake
BBWP
101
Beacon Bridge Wealth Partners
Pennsylvania
$255K +$246K +17,545 New
FH
102
FWG Holdings
Florida
$249K +$262K +18,666 New
NA
103
NewEdge Advisors
Louisiana
$248K +$240K +17,078 New
CCG
104
Catalina Capital Group
California
$239K +$230K +16,406 New
CFB
105
Cullen/Frost Bankers
Texas
$226K +$218K +15,530 New
Truist Financial
106
Truist Financial
North Carolina
$224K +$216K +15,418 New
DWM
107
Diversify Wealth Management
Utah
$222K +$225K +16,020 New
Osaic Holdings
108
Osaic Holdings
Arizona
$221K +$164K +11,654 +329%
William Blair & Company
109
William Blair & Company
Illinois
$215K +$60.8K +4,334 +41%
Nomura Holdings
110
Nomura Holdings
Japan
$214K +$206K +14,695 New
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$210K +$203K +14,439 New
TP
112
Tranquility Partners
Tennessee
$210K +$203K +14,439 New
Lido Advisors
113
Lido Advisors
California
$208K +$37.7K +2,683 +23%
LWL
114
Leo Wealth LLC
Texas
$202K +$195K +13,913 New
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$187K -$7.13K -508 -4%
AP
116
Americana Partners
Texas
$174K +$168K +11,982 New
Corient Private Wealth
117
Corient Private Wealth
Florida
$170K +$164K +11,685 New
PI
118
PFG Investments
New York
$170K +$164K +11,682 New
NG
119
Norden Group
Utah
$169K +$163K +11,626 New
QWM
120
QP Wealth Management
New Jersey
$168K +$162K +11,537 New
WA
121
Wealth Architects
California
$167K +$162K +11,512 New
PAG
122
Private Advisor Group
New Jersey
$162K +$156K +11,118 New
OBWG
123
Onyx Bridge Wealth Group
New York
$150K +$144K +10,283 New
CPCM
124
Cornerstone Partners Capital Management
Virginia
$146K +$141K +10,054 New
KAS
125
Kestra Advisory Services
Texas
$128K +$123K +8,798 New