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Live Oak Bancshares
LOB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Concord Wealth Partners
176
Concord Wealth Partners
Virginia
USD 116 k +USD 107 k +2,850 Nuevas
CIS
177
Custom Index Systems
New York
USD 94.1 k +USD 86.1 k +2,304 Nuevas
Jones Financial Companies
178
Jones Financial Companies
Missouri
USD 91.3 k +USD 3.1 k +83 +4%
Tower Research Capital (TRC)
179
Tower Research Capital (TRC)
New York
USD 73.3 k -USD 107 k -2,855 -61%
Larson Financial Group
180
Larson Financial Group
Missouri
USD 60.4 k +USD 2.69 k +72 +5%
Arax Advisory Partners
181
Arax Advisory Partners
Colorado
USD 57.3 k +USD 46.1 k +1,232 +725%
Rockefeller Capital Management
182
Rockefeller Capital Management
New York
USD 55.2 k -USD 21.1 k -565 -29%
Versant Capital Management
183
Versant Capital Management
Arizona
USD 42.7 k – – –
Global Retirement Partners
184
Global Retirement Partners
California
USD 36.3 k +USD 33.2 k +889 Nuevas
GAMMA Investing
185
GAMMA Investing
California
USD 29 k +USD 75 +2 +0.3%
US Bancorp
186
US Bancorp
Minnesota
USD 26.2 k -USD 1.35 k -36 -5%
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
USD 23.8 k +USD 2.06 k +55 +10%
Nykredit A/S
188
Nykredit A/S
Denmark
USD 21.6 k +USD 19.8 k +529 Nuevas
Allworth Financial
189
Allworth Financial
California
USD 21.6 k +USD 8.26 k +221 +72%
Bartlett & Co Wealth Management
190
Bartlett & Co Wealth Management
Ohio
USD 20.4 k – – –
Center for Financial Planning
191
Center for Financial Planning
Michigan
USD 20.4 k – – –
Sterling Capital Management
192
Sterling Capital Management
North Carolina
USD 17.8 k -USD 12.3 k -330 -43%
Transamerica Financial Advisors
193
Transamerica Financial Advisors
Florida
USD 16.4 k -USD 2.13 k -57 -12%
First Horizon Corporation
194
First Horizon Corporation
Tennessee
USD 16.3 k – – –
CoreCap Advisors
195
CoreCap Advisors
Michigan
USD 15.6 k +USD 4.82 k +129 +51%
SouthState Corp
196
SouthState Corp
Florida
USD 10.2 k – – –
CrossGen Wealth
197
CrossGen Wealth
North Carolina
USD 10 k – – –
Harbor Capital Advisors
198
Harbor Capital Advisors
Illinois
USD 10 k – – –
Farther Finance Advisors
199
Farther Finance Advisors
California
USD 9.8 k +USD 3.29 k +88 +58%
Los Angeles Capital Management
200
Los Angeles Capital Management
California
USD 9.11 k – – –
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