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Live Oak Bancshares

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
201
JFS Wealth Advisors
Pennsylvania
$1.19K +$42 +1 +4%
MTIC
202
Missouri Trust & Investment Company
Missouri
$758 – – –
SIC
203
SJS Investment Consulting
Ohio
$427 -$42 -1 -10%
AF
204
Allworth Financial
California
$379 – – –
GM
205
GeoWealth Management
Illinois
$379 +$335 +8 New
DPW
206
DiNuzzo Private Wealth
Pennsylvania
$285 – – –
CPA
207
Capital Performance Advisors
California
$95 +$84 +2 New
CA
208
Claris Advisors
Missouri
$95 +$84 +2 New
TFM
209
TFC Financial Management
Massachusetts
$48 – – –
NRCM
210
North Reef Capital Management
California
– -$10.5M -300,012 Closed
JAM
211
Jupiter Asset Management
United Kingdom
– -$5.4M -154,149 Closed
VA
212
Vident Advisory
Georgia
– -$2.43M -69,228 Closed
RA
213
Royce & Associates
New York
– -$1.08M -30,900 Closed
MCA
214
Mendon Capital Advisors
Florida
– -$1.7M -30,000 Closed
PA
215
Pinnacle Associates
New York
– -$641K -18,270 Closed
Two Sigma Investments
216
Two Sigma Investments
New York
– -$578K -16,493 Closed
Squarepoint
217
Squarepoint
New York
– -$521K -14,848 Closed
CC
218
Centiva Capital
New York
– -$342K -9,745 Closed
QT
219
Quantbot Technologies
New York
– -$238K -6,793 Closed
EC
220
EntryPoint Capital
New York
– -$89.8K -2,561 Closed
Allspring Global Investments
221
Allspring Global Investments
North Carolina
– -$81.4K -2,323 Closed
CBT
222
Central Bank & Trust
Kentucky
– -$35K -1,000 Closed
ADL
223
Asset Dedication LLC
California
– -$18.3K -521 Closed
Jones Financial Companies
224
Jones Financial Companies
Missouri
– -$1.19K -34 Closed
IC
225
Innealta Capital
Texas
– -$421 -12 Closed