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CAVA Group

Name Holding Trade Value Shares
Change
Change in
Stake
QWM
251
Quadcap Wealth Management
Texas
$755K +$10.6K +124 +1%
NIM
252
Nicollet Investment Management
Minnesota
$747K -$35.2K -413 -4%
Public Employees Retirement Association of Colorado
253
Public Employees Retirement Association of Colorado
Colorado
$745K
LOIM
254
Liberty One Investment Management
Illinois
$718K +$93.2K +1,093 +15%
RPGK
255
Retirement Planning Group (Kansas)
Kansas
$709K +$512 +6 +0.1%
MMA
256
Miracle Mile Advisors
California
$698K +$3.15K +37 +0.4%
PCP
257
Perbak Capital Partners
United Kingdom
$690K +$698K +8,189 New
PNC Financial Services Group
258
PNC Financial Services Group
Pennsylvania
$681K +$224K +2,631 +48%
MC
259
Maverick Capital
Texas
$670K -$4.6M -53,988 -87%
OFS
260
OneAscent Financial Services
Alabama
$660K +$669K +7,840 New
LGF
261
LGT Group Foundation
Liechtenstein
$656K -$144K -1,684 -18%
DT
262
Diversified Trust
Tennessee
$652K +$341K +4,000 +107%
SC
263
Scotia Capital
Ontario, Canada
$652K +$330K +3,868 +100%
DC
264
Defender Capital
North Carolina
$649K +$657K +7,700 New
PI
265
Parkside Investments
Illinois
$632K
Mercer Global Advisors
266
Mercer Global Advisors
Colorado
$601K +$375K +4,392 +160%
AWS
267
Atria Wealth Solutions
New York
$598K +$343K +4,024 +137%
SB
268
Strategic Blueprint
Georgia
$586K +$50.8K +596 +9%
IWC
269
Integrated Wealth Concepts
Massachusetts
$586K -$187K -2,187 -24%
CFO
270
Callan Family Office
Pennsylvania
$584K +$592K +6,938 New
CAPTRUST Financial Advisors
271
CAPTRUST Financial Advisors
North Carolina
$584K -$146K -1,716 -20%
CGH
272
Crossmark Global Holdings
Texas
$580K +$333K +3,904 +131%
Jacobs Levy Equity Management
273
Jacobs Levy Equity Management
New Jersey
$571K +$578K +6,776 New
SFS
274
Sowell Financial Services
Arkansas
$563K -$100K -1,176 -15%
SF
275
Synovus Financial
Georgia
$561K -$512 -6 -0.1%