We are live on ! Find out more
LOB icon

Live Oak Bancshares

Name Holding Trade Value Shares
Change
Change in
Stake
PIP
126
Peachtree Investment Partners
Florida
$298K +$220K +6,548 New
RJFSA
127
Raymond James Financial Services Advisors
Florida
$284K +$210K +6,252 New
Creative Planning
128
Creative Planning
Kansas
$280K +$207K +6,159 New
HCPC
129
Hamilton Capital Partners (Canada)
$257K -$42.5K -1,266 -18%
ProShare Advisors
130
ProShare Advisors
Maryland
$254K +$187K +5,572 New
SF
131
Synovus Financial
Georgia
$250K +$185K +5,500 New
DA
132
Duality Advisers
Florida
$249K +$184K +5,478 New
CA
133
Cetera Advisors
Colorado
$246K +$181K +5,406 New
Public Employees Retirement Association of Colorado
134
Public Employees Retirement Association of Colorado
Colorado
$237K
TFS
135
Thoroughbred Financial Services
Tennessee
$236K +$174K +5,187 New
DC
136
Davenport & Co
Virginia
$228K +$168K +5,000 New
Fuller & Thaler Asset Management
137
Fuller & Thaler Asset Management
California
$221K -$893K -26,618 -85%
AWM
138
Apollon Wealth Management
South Carolina
$216K +$160K +4,756 New
AIA
139
Arbor Investment Advisors
North Carolina
$211K +$155K +4,630 New
US Bancorp
140
US Bancorp
Minnesota
$209K -$436 -13 -0.3%
Mariner
141
Mariner
Kansas
$209K +$154K +4,590 New
Pathstone Holdings
142
Pathstone Holdings
New Jersey
$208K +$153K +4,573 New
ECG
143
Edge Capital Group
Georgia
$201K +$149K +4,425 New
Osaic Holdings
144
Osaic Holdings
Arizona
$185K -$373K -11,112 -73%
Fidelity Investments
145
Fidelity Investments
Massachusetts
$162K +$6.34K +189 +6%
AIP
146
Ameritas Investment Partners
Nebraska
$152K
CWP
147
Concord Wealth Partners
Virginia
$147K -$940 -28 -0.9%
TFA
148
Toth Financial Advisory
Virginia
$137K +$26K +775 +35%
AB
149
Amalgamated Bank
New York
$134K -$11.4K -341 -10%
Canada Life
150
Canada Life
Manitoba, Canada
$132K