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Live Oak Bancshares

Name Holding Trade Value Shares
Change
Change in
Stake
TWD
226
True Wealth Design
Ohio
$572 – – –
SC
227
Swan Capital
Florida
$527 – – –
CIAM
228
Caitong International Asset Management
Hong Kong
$449 -$75 -2 -15%
PA
229
Parallel Advisors
California
$204 – – –
SHIM
230
Stone House Investment Management
Pennsylvania
$204 +$187 +5 New
JWA
231
JFS Wealth Advisors
Pennsylvania
$123 – – –
SGFG
232
Silver Grove Financial Group
New York
$123 +$112 +3 New
DPW
233
DiNuzzo Private Wealth
Pennsylvania
$82 – – –
APFP
234
Action Point Financial Planning
Michigan
$82 +$75 +2 New
JWM
235
JPL Wealth Management
Colorado
$82 +$75 +2 New
GIA
236
GHP Investment Advisors
Colorado
$41 – – –
KFAS
237
Keating Financial Advisory Services
Kansas
$41 – – –
KG
238
Kilter Group
New York
$41 – – –
MFWM
239
Motley Fool Wealth Management
Virginia
– -$6.93M -209,559 Closed
BHCM
240
Brevan Howard Capital Management
Jersey
– -$4.13M -125,000 Closed
PWC
241
Pathfinder Wealth Consulting
North Carolina
– -$2.6M -78,483 Closed
BFM
242
Boothbay Fund Management
New York
– -$2.22M -67,117 Closed
N
243
Numerai
California
– -$1.6M -48,305 Closed
SPS
244
Susquehanna Portfolio Strategies
Pennsylvania
– -$984K -29,767 Closed
PFO
245
PMC FIG Opportunities
Israel
– -$804K -24,307 Closed
ET
246
Equitable Trust
Tennessee
– -$487K -14,722 Closed
PAP
247
Persistent Asset Partners
Hong Kong
– -$317K -9,595 Closed
Ohio Public Employees Retirement System (OPERS)
248
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$247K -7,481 Closed
PIMG
249
Patriot Investment Management Group
Tennessee
– -$221K -6,689 Closed
Simplex Trading
250
Simplex Trading
Illinois
– -$72.9K -2,204 Closed