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Dave Inc

Name Holding Trade Value Shares
Change
Change in
Stake
Cedar Mountain Advisors
301
Cedar Mountain Advisors
Oregon
$14.2K – – –
Sterling Capital Management
302
Sterling Capital Management
North Carolina
$13.4K -$8.06K -31 -46%
Toronto Dominion Bank
303
Toronto Dominion Bank
Ontario, Canada
$13.4K +$9.36K +36 New
Smartleaf Asset Management
304
Smartleaf Asset Management
Massachusetts
$13.4K – – –
Steward Partners Investment Advisory
305
Steward Partners Investment Advisory
New York
$11.6K – – –
Parallel Advisors
306
Parallel Advisors
California
$11.2K +$4.42K +17 +131%
UMB Bank
307
UMB Bank
Missouri
$10.4K +$7.28K +28 New
Fortitude Family Office
308
Fortitude Family Office
Arizona
$10.1K +$4.42K +17 +170%
IFP Advisors
309
IFP Advisors
Florida
$9.32K – – –
Torren Management
310
Torren Management
California
$8.57K – – –
Rothschild Investment LLC
311
Rothschild Investment LLC
Illinois
$6.33K +$260 +1 +6%
Brown Brothers Harriman & Co
312
Brown Brothers Harriman & Co
New York
$5.96K +$4.16K +16 New
Golden State Wealth Management
313
Golden State Wealth Management
California
$5.59K – – –
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
$5.59K +$3.9K +15 New
Clearstead Advisors
315
Clearstead Advisors
Ohio
$5.22K +$520 +2 +17%
Strategic Wealth Partners
316
Strategic Wealth Partners
Ohio
$3.73K +$2.6K +10 New
Huntington National Bank
317
Huntington National Bank
Ohio
$3.35K – – –
MassMutual Private Wealth & Trust
318
MassMutual Private Wealth & Trust
Connecticut
$3.35K +$2.34K +9 New
Quarry LP
319
Quarry LP
New York
$3.35K +$2.34K +9 New
Hantz Financial Services
320
Hantz Financial Services
Michigan
$3K +$2.34K +9 New
Farther Finance Advisors
321
Farther Finance Advisors
California
$2.61K +$520 +2 +40%
Truvestments Capital
322
Truvestments Capital
Florida
$2.24K – – –
Keating Financial Advisory Services
323
Keating Financial Advisory Services
Kansas
$2.24K +$260 +1 +20%
AmeriFlex Group
324
AmeriFlex Group
Nevada
$2.24K +$1.56K +6 New
Parkside Financial Bank & Trust
325
Parkside Financial Bank & Trust
Missouri
$1.86K +$260 +1 +25%