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Liberty Live Group Series C

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
201
Venturi Wealth Management
Texas
$5.29K +$4.12K +103 New
BTI
202
Blue Trust Inc
Georgia
$5.09K +$240 +6 +5%
FFA
203
Farther Finance Advisors
California
$4.64K -$400 -10 -10%
BIC
204
Beach Investment Counsel
Pennsylvania
$4K -$27.5K -689 -89%
AssetMark Inc
205
AssetMark Inc
California
$3.75K – – –
CWC
206
Carolinas Wealth Consulting
North Carolina
$3.65K – – –
PMFA
207
Plante Moran Financial Advisors
Michigan
$3.64K – – –
LC
208
Lindbrook Capital
California
$3.44K – – –
AF
209
Allworth Financial
California
$3.13K -$720 -18 -23%
SPIA
210
Steward Partners Investment Advisory
New York
$3.13K +$2.2K +55 +917%
HI
211
Harbour Investments
Wisconsin
$2.87K – – –
FGA
212
Fortis Group Advisors
New Jersey
$2.67K – – –
OIA
213
Optimum Investment Advisors
Illinois
$2.67K – – –
SAM
214
Smartleaf Asset Management
Massachusetts
$2K +$1.36K +34 +567%
BIG
215
Brooklyn Investment Group
New York
$2K +$1.56K +39 New
CAL
216
Capital Advisors Ltd
Ohio
$2K – – –
VWA
217
Valued Wealth Advisors
Utah
$1.85K – – –
JWA
218
JFS Wealth Advisors
Pennsylvania
$1.75K – – –
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$1.69K -$80 -2 -6%
BIA
220
Bell Investment Advisors
California
$1.69K – – –
CFO
221
CVA Family Office
Colorado
$1.64K – – –
KB
222
Kimelman & Baird
New York
$1.64K – – –
PWMG
223
Private Wealth Management Group
New Jersey
$1.59K – – –
Kayne Anderson Rudnick Investment Management
224
Kayne Anderson Rudnick Investment Management
California
$1.59K – – –
WPWM
225
Western Pacific Wealth Management
Illinois
$1.49K – – –