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Live Oak Bancshares

Name Holding Trade Value Shares
Change
Change in
Stake
RIL
201
Rothschild Investment LLC
Illinois
$1.47K +$332 +10 +22%
AWM
202
Abound Wealth Management
Tennessee
$1.07K
WT
203
Whittier Trust
California
$1.01K
HFS
204
Hantz Financial Services
Michigan
$1K
PWA
205
Physician Wealth Advisors
Utah
$987 +$1.23K +37 New
FFO
206
Fortitude Family Office
Arizona
$986
PFBT
207
Parkside Financial Bank & Trust
Missouri
$800 +$997 +30 New
JWA
208
JFS Wealth Advisors
Pennsylvania
$667
HFS
209
Hughes Financial Services
Virginia
$456 +$565 +17 New
MTIC
210
Missouri Trust & Investment Company
Missouri
$427
CA
211
CoreCap Advisors
Michigan
$427 +$532 +16 New
SC
212
Stephens Consulting
Michigan
$400 +$499 +15 New
AF
213
Allworth Financial
California
$344 +$166 +5 +63%
WCM
214
WealthTrak Capital Management
Virginia
$267 +$332 +10 New
SIC
215
SJS Investment Consulting
Ohio
$187 -$33 -1 -13%
DPW
216
DiNuzzo Private Wealth
Pennsylvania
$160
EWA
217
EverSource Wealth Advisors
Alabama
$160 +$33 +1 +20%
GFPC
218
Global Financial Private Client
Florida
$160 +$133 +4 +200%
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$107 -$864 -26 -87%
PWM
220
Parkworth Wealth Management
California
$27
HIA
221
HFM Investment Advisors
New Jersey
$27 +$33 +1 New
BHWM
222
Bay Harbor Wealth Management
Maryland
$26 +$33 +1 New
Capital International Investors
223
Capital International Investors
California
-$80.7M -2,041,706 Closed
Aberdeen Group
224
Aberdeen Group
United Kingdom
-$13.3M -336,721 Closed
TAM
225
Trillium Asset Management
Massachusetts
-$5.31M -134,273 Closed