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Live Oak Bancshares

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
201
JFS Wealth Advisors
Pennsylvania
$989 – – –
LFG
202
Larson Financial Group
Missouri
$870 +$990 +22 New
MTIC
203
Missouri Trust & Investment Company
Missouri
$633 – – –
BIG
204
Brooklyn Investment Group
New York
$516 +$630 +14 New
AF
205
Allworth Financial
California
$327 – – –
SIC
206
SJS Investment Consulting
Ohio
$317 -$45 -1 -11%
GM
207
GeoWealth Management
Illinois
$316 – – –
DPW
208
DiNuzzo Private Wealth
Pennsylvania
$238 – – –
EWA
209
EverSource Wealth Advisors
Alabama
$198 -$2.21K -49 -91%
GFPC
210
Global Financial Private Client
Florida
$79 +$90 +2 New
IA
211
IFP Advisors
Florida
$79 +$90 +2 New
TFM
212
TFC Financial Management
Massachusetts
$40 – – –
PWM
213
Parkworth Wealth Management
California
$40 +$45 +1 New
BGIM
214
Brandywine Global Investment Management
Pennsylvania
– -$3.24M -67,029 Closed
SFA
215
Sequoia Financial Advisors
Ohio
– -$2.42M -51,027 Closed
Natixis Advisors
216
Natixis Advisors
Massachusetts
– -$987K -20,833 Closed
4WM
217
49 Wealth Management
Texas
– -$484K -10,212 Closed
State of Wisconsin Investment Board
218
State of Wisconsin Investment Board
Wisconsin
– -$429K -9,048 Closed
QC
219
Quent Capital
New York
– -$422K -8,900 Closed
DFCM
220
Dark Forest Capital Management
Puerto Rico
– -$380K -8,016 Closed
State of Tennessee, Department of Treasury
221
State of Tennessee, Department of Treasury
Tennessee
– -$370K -7,818 Closed
HighTower Advisors
222
HighTower Advisors
Illinois
– -$364K -7,672 Closed
ECM
223
ExodusPoint Capital Management
New York
– -$363K -7,665 Closed
Pictet Asset Management
224
Pictet Asset Management
Switzerland
– -$238K -5,020 Closed
AWM
225
Apollon Wealth Management
South Carolina
– -$231K -4,883 Closed