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CAVA Group

Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
226
M&T Bank
New York
$783K +$276K +2,712 +75%
SO
227
STRS Ohio
Ohio
$776K -$153K -1,506 -19%
Creative Planning
228
Creative Planning
Kansas
$766K +$116K +1,139 +23%
Lazard Asset Management
229
Lazard Asset Management
New York
$764K -$28.2K -277 -4%
HFS
230
Howard Financial Services
Texas
$754K
Bank of Montreal
231
Bank of Montreal
Ontario, Canada
$751K -$412K -4,053 -40%
JIP
232
Jaffetilchin Investment Partners
Florida
$751K -$86K -846 -12%
GIA
233
Gladstone Institutional Advisory
Florida
$750K +$392K +3,861 +176%
SWP
234
Stratos Wealth Partners
Ohio
$748K -$181K -1,776 -23%
LGF
235
LGT Group Foundation
Liechtenstein
$748K +$618K +6,085 New
JFG
236
Jefferies Financial Group
New York
$724K -$764K -7,512 -56%
TWC
237
TD Waterhouse Canada
Ontario, Canada
$710K -$64.6K -636 -10%
CCS
238
Concentric Capital Strategies
Connecticut
$703K +$577K +5,677 New
ASN
239
Advisory Services Network
Georgia
$696K
BCM
240
Bayesian Capital Management
New York
$681K +$559K +5,500 New
GWCM
241
Godshalk Welsh Capital Management
Pennsylvania
$666K
RWM
242
Rockline Wealth Management
New York
$655K +$14K +138 +3%
NWM
243
Napa Wealth Management
California
$644K +$119K +1,172 +29%
KCFA
244
Key Client Fiduciary Advisors
New Jersey
$638K -$15.2K -150 -3%
FDCDDQ
245
Federation des caisses Desjardins du Quebec
Quebec, Canada
$637K -$564K -5,548 -52%
MFG
246
Magnus Financial Group
New York
$631K +$74.8K +736 +17%
LAM
247
LECAP Asset Management
United Kingdom
$629K +$516K +5,080 New
AB
248
Amalgamated Bank
New York
$624K -$6.3K -62 -1%
PI
249
Parkside Investments
Illinois
$619K -$305K -3,000 -38%
TC
250
Torno Capital
Massachusetts
$619K +$508K +5,000 New