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OTF

Blue Owl Technology Finance Corp

Name Holding Trade Value Shares
Change
Change in
Stake
WA
126
Wealth Architects
California
$325K +$111K +9,944 +46%
William Blair & Company
127
William Blair & Company
Illinois
$323K +$95.6K +8,597 +38%
CIM
128
Confluence Investment Management
Missouri
$322K +$346K +31,100 New
EGM
129
Engineers Gate Manager
New York
$320K +$344K +30,931 New
PWM
130
Perigon Wealth Management
California
$320K +$75.7K +6,804 +28%
FFA
131
Founders Financial Alliance
North Carolina
$314K -$14.1K -1,266 -4%
Mariner
132
Mariner
Kansas
$308K +$64.6K +5,809 +24%
FA
133
Forefront Analytics
Pennsylvania
$307K
AWM
134
Activest Wealth Management
Florida
$297K -$126K -11,362 -28%
NG
135
Norden Group
Utah
$293K +$189K +16,992 +150%
Creative Planning
136
Creative Planning
Kansas
$289K -$22.9K -2,059 -7%
Cambridge Investment Research Advisors
137
Cambridge Investment Research Advisors
Iowa
$288K +$160K +14,346 +106%
Verition Fund Management
138
Verition Fund Management
Connecticut
$268K +$288K +25,883 New
BMCM
139
Black Maple Capital Management
Wisconsin
$259K +$278K +25,000 New
ATS
140
Ashton Thomas Securities
New York
$253K +$92.2K +8,294 +51%
EWM
141
Endowment Wealth Management
Wisconsin
$251K +$85.2K +7,657 +46%
WT
142
Whittier Trust
California
$242K -$452K -40,625 -64%
Lido Advisors
143
Lido Advisors
California
$238K -$27.7K -2,490 -10%
DWP
144
Destiny Wealth Partners
Florida
$232K -$305K -27,390 -54%
SG
145
StoneX Group
New York
$229K +$228K +20,479 New
IWM
146
IHT Wealth Management
Illinois
$224K +$73.5K +6,608 +44%
GWMR
147
GC Wealth Management RIA
Massachusetts
$222K +$239K +21,454 New
Squarepoint
148
Squarepoint
New York
$220K -$32.7K -2,939 -12%
TI
149
tru Independence
Oregon
$211K +$79.4K +7,141 +54%
AAM
150
Advisors Asset Management
Colorado
$206K +$222K +19,946 New