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CAVA Group

Name Holding Trade Value Shares
Change
Change in
Stake
NWMG
276
National Wealth Management Group
Ohio
$457K
SMC
277
Smith, Moore & Co
Missouri
$447K +$61K +600 +20%
NL
278
NWAM LLC
Washington
$417K +$8.64K +85 +3%
CIBC Asset Management
279
CIBC Asset Management
Ontario, Canada
$407K +$11.2K +110 +3%
Mercer Global Advisors
280
Mercer Global Advisors
Colorado
$397K +$47.5K +467 +17%
HCM
281
Hollencrest Capital Management
California
$394K +$229K +2,250 +241%
IFG
282
Independent Financial Group
California
$393K +$53.8K +529 +20%
CIP
283
Convergence Investment Partners
Florida
$388K +$90.9K +894 +40%
FAIM
284
Financial Advocates Investment Management
Washington
$387K +$35.5K +349 +13%
OIA
285
OneDigital Investment Advisors
Kansas
$377K +$56.9K +560 +23%
RPWA
286
Regent Peak Wealth Advisors
Georgia
$369K -$203 -2 -0.1%
LSA
287
Lansing Street Advisors
Pennsylvania
$367K +$302K +2,967 New
JIC
288
Johnson Investment Counsel
Ohio
$364K
IC
289
IEQ Capital
California
$339K +$278K +2,737 New
Pathstone Holdings
290
Pathstone Holdings
New Jersey
$339K -$1.36M -13,426 -83%
Brown Advisory
291
Brown Advisory
Maryland
$337K -$20.3K -200 -7%
BRWA
292
B. Riley Wealth Advisors
Florida
$327K -$135K -1,333 -34%
ARC
293
Advisor Resource Council
Texas
$326K +$267K +2,630 New
SW
294
SkyOak Wealth
Michigan
$323K -$101K -993 -28%
BWFA
295
Baltimore-Washington Financial Advisors
Maryland
$322K
EW
296
Evoke Wealth
California
$318K +$261K +2,564 New
OAM
297
Oxford Asset Management
United Kingdom
$310K +$255K +2,506 New
HIP
298
HUB Investment Partners
Texas
$310K -$55.4K -545 -18%
TCM
299
Traynor Capital Management
Pennsylvania
$308K -$42.5K -418 -14%
CIA
300
Concurrent Investment Advisors
Florida
$301K +$247K +2,434 New