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Live Oak Bancshares

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$39K -$27.9K -1,433 -51%
ME
102
McIlrath & Eck
Washington
$34K – – –
Federated Hermes
103
Federated Hermes
Pennsylvania
$28K +$21.7K +1,116 New
CBT
104
Central Bank & Trust
Kentucky
$25K – – –
NFG
105
Next Financial Group
Texas
$17K +$13.2K +677 New
CFFP
106
Center for Financial Planning
Michigan
$13K – – –
WCG
107
Weaver Consulting Group
California
$13K – – –
DOA
108
D'Orazio & Associates
Virginia
$13K +$9.74K +500 New
APA
109
American Portfolios Advisors
New York
$12.7K +$9.74K +500 New
SIC
110
Salem Investment Counselors
North Carolina
$7K -$15.3K -785 -73%
SFA
111
Semmax Financial Advisors
North Carolina
$4K – – –
CCM
112
Chiron Capital Management
Florida
$4K +$2.77K +142 New
CWC
113
Carolinas Wealth Consulting
North Carolina
$3K -$62K -3,183 -97%
CFGS
114
Concourse Financial Group Securities
Alabama
$3K – – –
ASN
115
Advisory Services Network
Georgia
$3K +$1.95K +100 New
QCG
116
Quadrant Capital Group
Ohio
$2K – – –
SFS
117
Sowell Financial Services
Arkansas
$1K +$389 +20 New
Wellington Management Group
118
Wellington Management Group
Massachusetts
– -$2.45M -169,005 Closed
APCM
119
Arbiter Partners Capital Management
New York
– -$290K -20,000 Closed
DTL
120
Dynamic Technology Lab
Singapore
– -$223K -15,403 Closed
GCA
121
Greenwood Capital Associates
South Carolina
– -$158K -10,883 Closed
CAN
122
Cetera Advisor Networks
California
– -$80K -5,500 Closed
SF
123
Synovus Financial
Georgia
– -$80K -5,500 Closed
PIMG
124
Patriot Investment Management Group
Tennessee
– -$44.9K -3,091 Closed
AAM
125
Advisors Asset Management
Colorado
– -$42.3K -2,912 Closed