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Blue Owl Capital
OWL

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
426
Avion Wealth
Texas
$2K – – –
CT
427
Clearstead Trust
Maine
$1.98K +$2.23K +99 New
NWM
428
Nova Wealth Management
Florida
$1.82K +$2.05K +91 New
HFS
429
Hughes Financial Services
Virginia
$1.67K +$1.84K +82 New
NC
430
North Capital
Utah
$1.66K +$1.87K +83 New
SS
431
Sunbelt Securities
Texas
$1.53K +$585 +26 +52%
CIAS
432
CBIZ Investment Advisory Services
Ohio
$1.46K +$1.64K +73 New
MSWA
433
Marshall & Sterling Wealth Advisors
New York
$1.4K +$1.57K +70 New
WCM
434
Winthrop Capital Management
Indiana
$1K -$405 -18 -30%
CFD
435
Creative Financial Designs
Indiana
$982 +$1.1K +49 New
PWA
436
Principia Wealth Advisory
Texas
$965 +$1.19K +53 New
RFS
437
Richardson Financial Services
Massachusetts
$782 – – –
CH
438
Cromwell Holdings
Wyoming
$762 +$855 +38 New
BIA
439
Bell Investment Advisors
California
$742 – – –
ACA
440
American Capital Advisory
Idaho
$682 +$765 +34 New
CA
441
CoreCap Advisors
Michigan
$661 +$450 +20 +154%
BFS
442
Bare Financial Services
Pennsylvania
$621 +$697 +31 New
WCM
443
WealthTrak Capital Management
Virginia
$602 +$225 +10 +50%
IHWM
444
Iron Horse Wealth Management
Iowa
$601 +$675 +30 New
JWA
445
JFS Wealth Advisors
Pennsylvania
$481 +$540 +24 New
MCM
446
Manchester Capital Management
Vermont
$461 -$22 -1 -4%
AF
447
Advisornet Financial
Minnesota
$421 +$90 +4 +24%
MCM
448
MV Capital Management
Maryland
$321 +$270 +12 +300%
CPG
449
Cornerstone Planning Group
New Jersey
$300 +$382 +17 New
HWP
450
Highline Wealth Partners
California
$200 +$225 +10 New
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