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Blue Owl Capital

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
526
Manchester Capital Management
Vermont
$630 +$157 +13 +23%
MAM
527
Marquette Asset Management
Minnesota
$521 +$689 +57 New
DCM
528
Davis Capital Management
Florida
$475 +$278 +23 +79%
TFA
529
Transamerica Financial Advisors
Florida
$447 -$290 -24 -33%
EWP
530
Elevation Wealth Partners
California
$430 +$568 +47 New
RWM
531
Rialto Wealth Management
New York
$430 +$568 +47 New
SC
532
SouthState Corp
Florida
$411 +$363 +30 +200%
FFO
533
Fortitude Family Office
Arizona
$411 +$544 +45 New
PWA
534
Principia Wealth Advisory
Texas
$356 +$109 +9 +30%
SRCM
535
Signature Resources Capital Management
California
$347 – – –
SWM
536
SHP Wealth Management
Massachusetts
$219 +$290 +24 New
TWM
537
TopTier Wealth Management
Wisconsin
$210 +$278 +23 New
TC
538
Trust Company
Kansas
$168 – – –
MCM
539
MV Capital Management
Maryland
$128 +$169 +14 New
QWM
540
Quaker Wealth Management
New Jersey
$92 +$121 +10 New
DF
541
Dunhill Financial
United Kingdom
$64 – – –
HFS
542
Hughes Financial Services
Virginia
$55 +$73 +6 New
GFA
543
Godfrey Financial Associates
New York
$37 – – –
TFM
544
TFC Financial Management
Massachusetts
$28 +$36 +3 New
KFG
545
Kingdom Financial Group
Arizona
$19 – – –
LAS
546
Lloyd Advisory Services
Georgia
$19 +$24 +2 New
Boston Partners
547
Boston Partners
Massachusetts
– -$211M -14,123,877 Closed
Norges Bank
548
Norges Bank
Norway
– -$141M -9,413,871 Closed
William Blair Investment Management
549
William Blair Investment Management
Illinois
– -$114M -7,615,956 Closed
Federated Hermes
550
Federated Hermes
Pennsylvania
– -$67M -4,481,555 Closed