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Live Oak Bancshares

Name Holding Trade Value Shares
Change
Change in
Stake
MG
176
Mather Group
Illinois
$6.05K +$5.29K +133 New
HMS
177
Hanseatic Management Services
New Mexico
$5.52K +$5.29K +133 New
SFA
178
Semmax Financial Advisors
North Carolina
$5.36K
Allspring Global Investments
179
Allspring Global Investments
North Carolina
$4.86K +$4.66K +117 New
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$4K
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$3.58K
GJWM
182
Gilliland Jeter Wealth Management
Arkansas
$3.07K +$2.95K +74 New
MPWT
183
MassMutual Private Wealth & Trust
Connecticut
$2.78K +$2.67K +67 New
HFS
184
Hantz Financial Services
Michigan
$2K
FPB
185
First PREMIER Bank
South Dakota
$2K +$1.87K +47 New
AWM
186
Abound Wealth Management
Tennessee
$1.66K
WT
187
Whittier Trust
California
$1.58K
FFO
188
Fortitude Family Office
Arizona
$1.54K
LC
189
Lindbrook Capital
California
$1.25K
JWA
190
JFS Wealth Advisors
Pennsylvania
$997
MTIC
191
Missouri Trust & Investment Company
Missouri
$664
FCAS
192
First Command Advisory Services
Texas
$623 +$597 +15 New
SIC
193
SJS Investment Consulting
Ohio
$457
PS
194
Principal Securities
Iowa
$374
AF
195
Allworth Financial
California
$333
AWM
196
Avior Wealth Management
Nebraska
$290 +$279 +7 New
DPW
197
DiNuzzo Private Wealth
Pennsylvania
$208 -$40 -1 -17%
RIL
198
Rothschild Investment LLC
Illinois
$208 +$199 +5 New
FFA
199
Farther Finance Advisors
California
$122
EI
200
EAM Investors
California
-$3.72M -81,832 Closed