We are live on ! Find out more
LOB icon

Live Oak Bancshares

Name Holding Trade Value Shares
Change
Change in
Stake
WPA
226
West Paces Advisors
Georgia
$776 +$710 +19 New
TWD
227
True Wealth Design
Ohio
$572
SC
228
Swan Capital
Florida
$527
CIAM
229
Caitong International Asset Management
Hong Kong
$449 -$75 -2 -15%
PA
230
Parallel Advisors
California
$204
SHIM
231
Stone House Investment Management
Pennsylvania
$204 +$187 +5 New
JWA
232
JFS Wealth Advisors
Pennsylvania
$123
SGFG
233
Silver Grove Financial Group
New York
$123 +$112 +3 New
DPW
234
DiNuzzo Private Wealth
Pennsylvania
$82
APFP
235
Action Point Financial Planning
Michigan
$82 +$75 +2 New
JWM
236
JPL Wealth Management
Colorado
$82 +$75 +2 New
GIA
237
GHP Investment Advisors
Colorado
$41
KFAS
238
Keating Financial Advisory Services
Kansas
$41
KG
239
Kilter Group
New York
$41
MFWM
240
Motley Fool Wealth Management
Virginia
-$6.93M -209,559 Closed
BHCM
241
Brevan Howard Capital Management
Jersey
-$4.13M -125,000 Closed
PWC
242
Pathfinder Wealth Consulting
North Carolina
-$2.6M -78,483 Closed
BFM
243
Boothbay Fund Management
New York
-$2.22M -67,117 Closed
N
244
Numerai
California
-$1.6M -48,305 Closed
SPS
245
Susquehanna Portfolio Strategies
Pennsylvania
-$984K -29,767 Closed
PFO
246
PMC FIG Opportunities
Israel
-$804K -24,307 Closed
ET
247
Equitable Trust
Tennessee
-$487K -14,722 Closed
PAP
248
Persistent Asset Partners
Hong Kong
-$317K -9,595 Closed
Ohio Public Employees Retirement System (OPERS)
249
Ohio Public Employees Retirement System (OPERS)
Ohio
-$247K -7,481 Closed
PIMG
250
Patriot Investment Management Group
Tennessee
-$221K -6,689 Closed