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Live Oak Bancshares

Name Holding Trade Value Shares
Change
Change in
Stake
EP
201
Essential Partners
California
$2.68K
FFO
202
Fortitude Family Office
Arizona
$2.68K
MCM
203
MAI Capital Management
Ohio
$2.64K -$1.07K -31 -29%
RIL
204
Rothschild Investment LLC
Illinois
$2.46K -$517 -15 -18%
GSWM
205
Golden State Wealth Management
California
$2.29K +$2.24K +65 New
HFS
206
Hantz Financial Services
Michigan
$2K
AF
207
Allworth Financial
California
$1.8K +$965 +28 +122%
AWM
208
Abound Wealth Management
Tennessee
$1.41K
PA
209
Parallel Advisors
California
$1.34K
RA
210
Rise Advisors
New York
$1.34K
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$1.06K +$1.03K +30 New
C
212
Covestor
United Kingdom
$1K -$517 -15 -29%
IA
213
IFP Advisors
Florida
$775 +$758 +22 New
MTIC
214
Missouri Trust & Investment Company
Missouri
$564
PFBT
215
Parkside Financial Bank & Trust
Missouri
$529 +$517 +15 New
TWD
216
True Wealth Design
Ohio
$494
EWA
217
EverSource Wealth Advisors
Alabama
$493
CA
218
Clearstead Advisors
Ohio
$423 +$413 +12 New
SA
219
Strategic Advocates
Utah
$211 +$207 +6 New
SIC
220
SJS Investment Consulting
Ohio
$141
RFP
221
Root Financial Partners
California
$141 +$138 +4 New
JWA
222
JFS Wealth Advisors
Pennsylvania
$106
DPW
223
DiNuzzo Private Wealth
Pennsylvania
$78
GCP
224
GSA Capital Partners
United Kingdom
-$643K -21,586 Closed
ACP
225
Arcus Capital Partners
Georgia
-$596K -20,000 Closed