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Blue Owl Capital

Name Holding Trade Value Shares
Change
Change in
Stake
PS
551
Planning Strategies
Pennsylvania
$1.23K +$1.34K +141 New
MG
552
Mather Group
Illinois
$1.21K – – –
BWL
553
Bogart Wealth LLC
Virginia
$1.01K +$171 +18 +18%
EC
554
Elequin Capital
New York
$893 – – –
SC
555
Swan Capital
Florida
$875 +$950 +100 New
OCWP
556
Owl Creek Wealth Partners
Colorado
$744 -$20.2K -2,130 -96%
Vanguard National Trust
557
Vanguard National Trust
Pennsylvania
$656 – – –
SHIM
558
Stone House Investment Management
Pennsylvania
$613 -$513 -54 -44%
TFA
559
Transamerica Financial Advisors
Florida
$533 +$114 +12 +24%
RWM
560
Rialto Wealth Management
New York
$499 +$95 +10 +21%
DCM
561
Davis Capital Management
Florida
$455 – – –
SGFG
562
Silver Grove Financial Group
New York
$420 +$456 +48 New
SRCM
563
Signature Resources Capital Management
California
$332 – – –
IPS
564
Investors Portfolio Services
Washington
$324 +$352 +37 New
QWM
565
Quaker Wealth Management
New Jersey
$280 +$209 +22 +220%
HIA
566
Harbor Investment Advisory
Maryland
$210 -$1.92K -202 -89%
AF
567
Advisornet Financial
Minnesota
$175 +$190 +20 New
CI
568
Cordant Inc
Oregon
$130 +$143 +15 New
HFS
569
Hughes Financial Services
Virginia
$79 +$29 +3 +50%
3FI
570
3 Factor Indexing
California
$79 +$86 +9 New
TC
571
Truvestments Capital
Florida
$58 -$22K -2,311 -100%
GFA
572
Godfrey Financial Associates
New York
$35 – – –
MCM
573
MV Capital Management
Maryland
$27 -$105 -11 -79%
TFM
574
TFC Financial Management
Massachusetts
$27 – – –
KFG
575
Kingdom Financial Group
Arizona
$19 – – –