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Live Oak Bancshares

Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
151
Macquarie Group
Australia
$15K
TCWM
152
Total Clarity Wealth Management
Illinois
$15K +$17.8K +430 New
JWA
153
JFS Wealth Advisors
Pennsylvania
$8K +$1.07K +26 +13%
HNB
154
Huntington National Bank
Ohio
$7K
PCA
155
Providence Capital Advisors
North Carolina
$7K
SFA
156
Semmax Financial Advisors
North Carolina
$6K
RA
157
Rise Advisors
New York
$4K
VVP
158
Venture Visionary Partners
Ohio
$3.9K +$4.75K +115 New
TFA
159
Toth Financial Advisory
Virginia
$3K
PAI
160
Pittenger & Anderson Inc
Nebraska
$3K +$1.45K +35 +70%
QCG
161
Quadrant Capital Group
Ohio
$2K
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.86K +45 +500%
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.9K +46 New
CA
164
Clearstead Advisors
Ohio
$1K
MTIC
165
Missouri Trust & Investment Company
Missouri
$1K
SWM
166
Sugarloaf Wealth Management
Georgia
$1K
EI
167
Ellevest Inc
New York
$1K +$661 +16 New
MCM
168
Manchester Capital Management
Vermont
$1K +$1.07K +26 New
Capital Research Global Investors
169
Capital Research Global Investors
California
-$47.1M -925,872 Closed
DCM
170
Driehaus Capital Management
Illinois
-$21.9M -429,694 Closed
Capital International Investors
171
Capital International Investors
California
-$20.4M -400,900 Closed
ADIM
172
Alpha DNA Investment Management
Maryland
-$1.21M -23,714 Closed
Jane Street
173
Jane Street
New York
-$875K -21,180 Closed
Balyasny Asset Management
174
Balyasny Asset Management
Illinois
-$1.05M -20,576 Closed
AWM
175
AE Wealth Management
Kansas
-$1.01M -19,823 Closed