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Live Oak Bancshares

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
151
Anchor Investment Management
South Carolina
$2.44K – – –
TFA
152
Toth Financial Advisory
Virginia
$2.44K – – –
PAI
153
Pittenger & Anderson Inc
Nebraska
$2.07K – – –
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.76K +56 +207%
MCM
155
Manchester Capital Management
Vermont
$1.63K +$2.1K +67 New
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$1.41K -$23.6K -752 -93%
BWP
157
Baldwin Wealth Partners
Massachusetts
$1.22K – – –
MFA
158
McClarren Financial Advisors
Pennsylvania
$1K – – –
EI
159
Ellevest Inc
New York
$999 -$10.1K -322 -89%
AWM
160
Abound Wealth Management
Tennessee
$976 – – –
CA
161
Clearstead Advisors
Ohio
$859 – – –
NSG
162
Nalls Sherbakoff Group
Tennessee
$753 +$972 +31 New
CWP
163
Concord Wealth Partners
Virginia
$682 -$95.7K -3,052 -99%
AF
164
Allworth Financial
California
$610 -$125 -4 -14%
CTA
165
Colonial Trust Advisors
South Carolina
$539 – – –
CYG
166
Clean Yield Group
Vermont
$390 – – –
MTIC
167
Missouri Trust & Investment Company
Missouri
$390 – – –
LC
168
Lindbrook Capital
California
$195 -$3.36K -107 -93%
SC
169
Schubert & Co
Texas
$49 -$220 -7 -78%
SIC
170
SJS Investment Consulting
Ohio
$25 -$2.07K -66 -99%
NC
171
NewSquare Capital
Pennsylvania
$1 – – –
Artisan Partners
172
Artisan Partners
Wisconsin
– -$23M -762,754 Closed
DC
173
Davenport & Co
Virginia
– -$4.58M -151,505 Closed
TM
174
Tiger Management
New York
– -$4.53M -150,000 Closed
VIM
175
VELA Investment Management
Ohio
– -$3.18M -105,388 Closed