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Live Oak Bancshares
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FPAS
201
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| – | -$259K | -8,476 | Closed |
|
|
EGM
202
Engineers Gate Manager
New York
| – | -$246K | -8,052 | Closed |
|
|
GAM
203
Gotham Asset Management
New York
| – | -$231K | -7,536 | Closed |
|
204
Ensign Peak Advisors
Salt Lake City,
Utah
| – | -$154K | -5,030 | Closed |
|
|
GWM
205
Geneos Wealth Management
Englewood,
Colorado
| – | -$73K | -2,400 | Closed |
|
|
AIP
206
Almanack Investment Partners
Wayne,
Pennsylvania
| – | -$22K | -706 | Closed |
|
207
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$13K | -158 | Closed |
|
|
SSB
208
Sandy Spring Bank
Olney,
Maryland
| – | -$5K | -151 | Closed |
|
|
SWM
209
Sugarloaf Wealth Management
Duluth,
Georgia
| – | -$2K | -33 | Closed |
|
|
VWM
210
Valley Wealth Managers
Paramus,
New Jersey
| – | -$607 | -19 | Closed |
|
|
C
211
Covestor
London,
United Kingdom
| – | +$192 | +6 | +100% |
|
|
SFG
212
Steward Financial Group
Colleyville,
Texas
| – | +$383 | +12 | New |
|