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Dave Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
201
Pallas Capital Advisors
Massachusetts
$227K +$133K +845 New
IFG
202
Independent Financial Group
California
$225K +$132K +838 New
SO
203
STRS Ohio
Ohio
$215K +$47.3K +300 +60%
CIP
204
Cornerstone Investment Partners
Georgia
$213K +$125K +793 New
GC
205
Garde Capital
Washington
$212K -$15.8K -100 -11%
KWA
206
Kingswood Wealth Advisors
California
$208K +$122K +775 New
New York State Teachers Retirement System (NYSTRS)
207
New York State Teachers Retirement System (NYSTRS)
New York
$192K
SOW
208
State of Wyoming
Wyoming
$154K -$302K -1,919 -77%
NS
209
NBC Securities
Alabama
$143K +$84K +533 New
CCA
210
Catalyst Capital Advisors
New York
$141K +$82.7K +525 New
US Bancorp
211
US Bancorp
Minnesota
$117K +$51.5K +327 +300%
ACA
212
Atlas Capital Advisors
Wyoming
$102K
GRP
213
Global Retirement Partners
California
$97.2K +$57.1K +362 New
KBC Group
214
KBC Group
Belgium
$85K +$50K +317 New
AB
215
Amalgamated Bank
New York
$73K
Nisa Investment Advisors
216
Nisa Investment Advisors
Missouri
$40.5K +$23.3K +148 +4,933%
MMCM
217
Murphy & Mullick Capital Management
New York
$38.6K +$23.6K +150 New
Comerica Bank
218
Comerica Bank
Texas
$31.4K +$3.31K +21 +22%
W
219
WealthCollab
Washington
$29.5K +$17.3K +110 New
GI
220
GAMMA Investing
California
$27.9K +$315 +2 +2%
EP
221
Essential Partners
California
$26.8K +$15.8K +100 New
CA
222
Clearstead Advisors
Ohio
$26.3K +$15.4K +98 New
TWD
223
True Wealth Design
Ohio
$23.9K
BNP Paribas Asset Management
224
BNP Paribas Asset Management
France
$23K +$13.4K +85 New
EWA
225
EverSource Wealth Advisors
Alabama
$14.5K +$8.51K +54 New