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Live Oak Bancshares

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
151
Valeo Financial Advisors
Indiana
$291K +$278K +3,339 New
SC
152
Slow Capital
California
$288K +$275K +3,303 New
US Bancorp
153
US Bancorp
Minnesota
$274K
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
$269K +$256K +3,077 New
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$266K +$2.42K +29 +1%
AGA
156
Accuvest Global Advisors
Utah
$262K +$250K +3,000 New
IC
157
IEQ Capital
California
$262K +$250K +3,000 New
IAA
158
Ironsides Asset Advisors
North Carolina
$262K +$250K +3,000 New
VFA
159
Values First Advisors
Tennessee
$257K +$246K +2,949 New
Balyasny Asset Management
160
Balyasny Asset Management
Illinois
$255K -$269K -3,229 -52%
OFS
161
OneAscent Financial Services
Alabama
$253K +$241K +2,899 New
CCIA
162
Cherry Creek Investment Advisors
Colorado
$248K +$236K +2,837 New
EM
163
Excalibur Management
Massachusetts
$237K +$226K +2,710 New
GAM
164
Griffin Asset Management
New York
$236K +$225K +2,707 New
HSBC Holdings
165
HSBC Holdings
United Kingdom
$233K +$221K +2,653 New
ACM
166
AlphaCrest Capital Management
New York
$229K +$219K +2,625 New
AIP
167
Ameritas Investment Partners
Nebraska
$218K
Prudential Financial
168
Prudential Financial
New Jersey
$216K +$206K +2,480 New
GWM
169
Geneos Wealth Management
Colorado
$209K
TRCT
170
Tower Research Capital (TRC)
New York
$194K -$18.7K -225 -9%
Canada Life
171
Canada Life
Manitoba, Canada
$157K
LWANC
172
Laurel Wealth Advisors (North Carolina)
North Carolina
$140K
PHK
173
Point72 Hong Kong
Hong Kong
$133K -$87.3K -1,048 -41%
CBT
174
Central Bank & Trust
Kentucky
$107K +$4K +48 +4%
Ensign Peak Advisors
175
Ensign Peak Advisors
Utah
$103K +$98.3K +1,180 New