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Blue Owl Capital
OWL

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
526
Harbour Investments
Wisconsin
$3.54K -$9.5K -1,000 -71%
SEP
527
Signature Equity Partners
Ohio
$3.44K +$950 +100 +34%
BFS
528
Bare Financial Services
Pennsylvania
$3.26K +$770 +81 +28%
RWS
529
Retirement Wealth Solutions
Wisconsin
$2.91K +$1.36K +143 +75%
S
530
Sachetta
Massachusetts
$2.86K +$789 +83 +34%
DWS
531
Dynamic Wealth Strategies
California
$2.65K +$2.88K +303 New
SIC
532
Salem Investment Counselors
North Carolina
$2.44K +$1.81K +191 +217%
HHCP
533
Hilton Head Capital Partners
South Carolina
$2.31K – – –
SAM
534
Smartleaf Asset Management
Massachusetts
$2.28K – – –
CFM
535
Cornerstone Financial Management
Massachusetts
$2.25K -$1.31K -138 -35%
NF
536
Napier Financial
Massachusetts
$2.16K – – –
IFWM
537
Institute for Wealth Management
Colorado
$1.97K +$2.14K +225 New
PIP
538
Philadelphia Investment Partners
New Jersey
$1.92K -$71K -7,469 -97%
JWM
539
JPL Wealth Management
Colorado
$1.8K +$1.05K +111 +117%
FCAS
540
First Command Advisory Services
Texas
$1.79K +$1.95K +205 New
IRAG
541
Investment Research & Advisory Group
Georgia
$1.75K – – –
ADL
542
Asset Dedication LLC
California
$1.72K +$1.86K +196 New
CPG
543
Cornerstone Planning Group
New Jersey
$1.5K -$143 -15 -8%
MGI
544
Miller Global Investments
Texas
$1.49K – – –
RF
545
Rossby Financial
Florida
$1.48K -$447 -47 -22%
CH
546
Cromwell Holdings
Wyoming
$1.39K +$1.51K +159 New
BW
547
Basepoint Wealth
Iowa
$1.31K +$1.43K +150 New
MAM
548
Marquette Asset Management
Minnesota
$1.29K +$865 +91 +160%
PS
549
Planning Strategies
Pennsylvania
$1.23K +$1.34K +141 New
MG
550
Mather Group
Illinois
$1.21K – – –
20 21
22
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