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Live Oak Bancshares

Name Holding Trade Value Shares
Change
Change in
Stake
VI
151
Versor Investments
New York
$222K +$279K +4,361 New
Envestnet Asset Management
152
Envestnet Asset Management
Illinois
$213K +$267K +4,177 New
LAI
153
Legal Advantage Investments
California
$212K -$299K -4,675 -53%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$210K -$73.1K -1,142 -22%
Osaic Holdings
155
Osaic Holdings
Arizona
$209K +$768 +12 +0.3%
AWS
156
Atria Wealth Solutions
New York
$204K +$257K +4,015 New
OWM
157
OneAscent Wealth Management
Alabama
$203K +$255K +3,983 New
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$187K -$5.89K -92 -2%
US Bancorp
159
US Bancorp
Minnesota
$160K
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$156K +$1.09K +17 +0.6%
PHK
161
Point72 Hong Kong
Hong Kong
$142K +$80.8K +1,262 +83%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$137K -$3.14M -49,049 -95%
AIP
163
Ameritas Investment Partners
Nebraska
$127K
GWM
164
Geneos Wealth Management
Colorado
$122K
CLOS
165
Compagnie Lombard Odier SCmA
Switzerland
$102K +$128K +2,000 New
MLICM
166
Metropolitan Life Insurance Company (MetLife)
New York
$101K -$408K -6,380 -76%
Canada Life
167
Canada Life
Manitoba, Canada
$98K
LWANC
168
Laurel Wealth Advisors (North Carolina)
North Carolina
$81K
GWS
169
Glassman Wealth Services
Virginia
$76K +$96K +1,500 New
CBT
170
Central Bank & Trust
Kentucky
$62K
Ensign Peak Advisors
171
Ensign Peak Advisors
Utah
$60K
SLWA
172
San Luis Wealth Advisors
California
$52K +$37.9K +593 New
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$51K
BWP
174
Baldwin Wealth Partners
Massachusetts
$41K +$3.2K +50 +7%
ACM
175
Aquatic Capital Management
Illinois
$41K +$6.4K +100 +14%