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Live Oak Bancshares

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
201
Envestnet Asset Management
Illinois
– -$213K -4,177 Closed
LAI
202
Legal Advantage Investments
California
– -$212K -4,175 Closed
AWS
203
Atria Wealth Solutions
New York
– -$204K -4,015 Closed
OWM
204
OneAscent Wealth Management
Alabama
– -$203K -3,983 Closed
PHK
205
Point72 Hong Kong
Hong Kong
– -$142K -2,785 Closed
CLOS
206
Compagnie Lombard Odier SCmA
Switzerland
– -$102K -2,000 Closed
ACM
207
Aquatic Capital Management
Illinois
– -$41K -800 Closed
SLWA
208
San Luis Wealth Advisors
California
– -$52K -593 Closed
MIM
209
Macroview Investment Management
Maryland
– -$14K -282 Closed
MPWT
210
MassMutual Private Wealth & Trust
Connecticut
– -$8K -150 Closed
GIA
211
GHP Investment Advisors
Colorado
– -$5K -91 Closed
TWA
212
TCI Wealth Advisors
Arizona
– -$3K -63 Closed
MFA
213
McClarren Financial Advisors
Pennsylvania
– -$2K -54 Closed
LC
214
Lindbrook Capital
California
– -$1.32K -32 -84%
CI
215
Cordant Inc
Oregon
– -$1K -11 Closed
C
216
Covestor
United Kingdom
– -$289 -7 -58%
AF
217
Allworth Financial
California
– +$248 +6 New
SC
218
Schubert & Co
Texas
– +$331 +8 +133%
SFG
219
Steward Financial Group
Texas
– +$579 +14 New