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Live Oak Bancshares

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
126
Valeo Financial Advisors
Indiana
$171K -$28.9K -550 -18%
TRCT
127
Tower Research Capital (TRC)
New York
$171K +$42K +800 +47%
AIP
128
Ameritas Investment Partners
Nebraska
$161K
GWM
129
Geneos Wealth Management
Colorado
$156K +$2.62K +50 +2%
Canada Life
130
Canada Life
Manitoba, Canada
$123K -$62.5K -1,192 -40%
LWANC
131
Laurel Wealth Advisors (North Carolina)
North Carolina
$110K
BFC
132
Banc Funds Company
Illinois
$103K +$78.7K +1,500 New
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$84K -$178K -3,401 -74%
Macquarie Group
134
Macquarie Group
Australia
$75K -$27.4K -522 -32%
CBT
135
Central Bank & Trust
Kentucky
$68K
GCM
136
Gables Capital Management
Florida
$55K +$15.7K +300 +60%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
137
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$44K +$33.5K +639 New
Lazard Asset Management
138
Lazard Asset Management
New York
$37K +$29.1K +554 New
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$36K +$1.26K +24 +5%
APA
140
American Portfolios Advisors
New York
$34.2K
CFFP
141
Center for Financial Planning
Michigan
$34K
DOA
142
D'Orazio & Associates
Virginia
$34K
BWP
143
Baldwin Wealth Partners
Massachusetts
$34K +$26.2K +500 New
WAM
144
Wolverine Asset Management
Illinois
$33K +$25.9K +494 New
SPIA
145
Steward Partners Investment Advisory
New York
$18.4K +$14.1K +269 New
LC
146
Lindbrook Capital
California
$17K +$6.56K +125 +100%
TCWM
147
Total Clarity Wealth Management
Illinois
$17K +$13.1K +250 New
CFA
148
Carroll Financial Associates
North Carolina
$16K
EP
149
Eudaimonia Partners
Tennessee
$16K +$12.3K +235 New
WAS
150
Winch Advisory Services
Wisconsin
$15K -$682 -13 -6%