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Dave Inc

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$400K -$393K -2,493 -63%
PCM
177
Prelude Capital Management
New York
$396K +$232K +1,474 New
M1FG
178
Mach-1 Financial Group
Arkansas
$385K +$226K +1,436 New
Cerity Partners
179
Cerity Partners
New York
$379K +$223K +1,412 New
Teacher Retirement System of Texas
180
Teacher Retirement System of Texas
Texas
$377K +$221K +1,405 New
CFP
181
Comprehensive Financial Planning
Pennsylvania
$359K +$211K +1,339 New
SCM
182
Semanteon Capital Management
Massachusetts
$358K +$210K +1,333 New
AWA
183
Arete Wealth Advisors
Illinois
$337K +$198K +1,257 New
TRCT
184
Tower Research Capital (TRC)
New York
$333K -$275K -1,745 -58%
Pictet Asset Management
185
Pictet Asset Management
Switzerland
$332K +$195K +1,237 New
Prudential Financial
186
Prudential Financial
New Jersey
$324K +$190K +1,206 New
WVP
187
Worth Venture Partners
New Jersey
$309K +$181K +1,150 New
CWM
188
CIBC World Markets
New York
$307K +$180K +1,143 New
PD
189
Point72 (DIFC)
United Arab Emirates
$291K +$171K +1,086 New
EC
190
EntryPoint Capital
New York
$282K -$325K -2,064 -66%
FCM
191
FJ Capital Management
Virginia
$281K +$165K +1,046 New
Mercer Global Advisors
192
Mercer Global Advisors
Colorado
$271K +$159K +1,009 New
PAG
193
Private Advisor Group
New Jersey
$268K +$158K +1,000 New
DTL
194
Dynamic Technology Lab
Singapore
$266K -$977K -6,200 -86%
HSBC Holdings
195
HSBC Holdings
United Kingdom
$260K +$148K +941 New
LGF
196
LGT Group Foundation
Liechtenstein
$258K +$151K +960 New
AIP
197
Ameritas Investment Partners
Nebraska
$254K +$28.5K +181 +24%
AIM
198
Aigen Investment Management
New York
$231K +$136K +862 New
WLPWM
199
Walled Lake Planning & Wealth Management
Illinois
$230K +$135K +856 New
IA
200
Inspire Advisors
Idaho
$229K +$135K +854 New