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Dave Inc

Name Holding Trade Value Shares
Change
Change in
Stake
Inspire Advisors
226
Inspire Advisors
Idaho
$464K +$324K +1,245 New
Swiss Life Asset Management
227
Swiss Life Asset Management
$456K -$69.7K -268 -18%
Wolverine Asset Management
228
Wolverine Asset Management
Illinois
$456K +$318K +1,225 New
Winton Group
229
Winton Group
United Kingdom
$447K +$312K +1,200 New
Mutual of America Capital Management
230
Mutual of America Capital Management
New York
$443K +$309K +1,189 New
Focus Partners Wealth
231
Focus Partners Wealth
Massachusetts
$442K +$309K +1,187 New
Quantitative Investment Management
232
Quantitative Investment Management
Virginia
$426K +$297K +1,144 New
EntryPoint Capital
233
EntryPoint Capital
New York
$425K +$296K +1,140 New
Whittier Trust
234
Whittier Trust
California
$396K – – –
Private Advisor Group
235
Private Advisor Group
New Jersey
$392K +$273K +1,051 New
Spire Wealth Management
236
Spire Wealth Management
Virginia
$385K – – –
Xponance
237
Xponance
Pennsylvania
$374K +$261K +1,005 New
Prelude Capital Management
238
Prelude Capital Management
New York
$371K -$276K -1,062 -52%
Net Worth Advisory Group
239
Net Worth Advisory Group
Utah
$359K +$250K +963 New
Mangrove Partners
240
Mangrove Partners
Connecticut
$354K -$589K -2,266 -70%
Global Retirement Partners
241
Global Retirement Partners
California
$350K +$244K +939 New
Walleye Capital
242
Walleye Capital
New York
$349K +$243K +936 New
Ameritas Investment Partners
243
Ameritas Investment Partners
Nebraska
$347K +$23.4K +90 +11%
Acadian Asset Management
244
Acadian Asset Management
Massachusetts
$342K +$97.2K +374 +69%
Cornerstone Investment Partners
245
Cornerstone Investment Partners
Georgia
$338K +$236K +908 New
Summit Global Investments
246
Summit Global Investments
Utah
$329K +$230K +883 New
Mitsubishi UFJ Trust & Banking
247
Mitsubishi UFJ Trust & Banking
Japan
$322K +$225K +864 New
Walled Lake Planning & Wealth Management
248
Walled Lake Planning & Wealth Management
Illinois
$319K +$223K +856 New
Garde Capital
249
Garde Capital
Washington
$309K +$216K +830 New
Pallas Capital Advisors
250
Pallas Capital Advisors
Massachusetts
$308K +$215K +827 New