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CAVA Group

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
326
Johnson Investment Counsel
Ohio
$350K +$22K +165 +6%
RPWA
327
Regent Peak Wealth Advisors
Georgia
$336K
PCM
328
Prelude Capital Management
New York
$336K +$397K +2,976 New
Robeco Institutional Asset Management
329
Robeco Institutional Asset Management
Netherlands
$334K +$395K +2,963 New
OIA
330
OneDigital Investment Advisors
Kansas
$332K -$12.7K -95 -3%
SIM
331
Sentry Investment Management
Wisconsin
$330K -$260K -1,949 -40%
SOW
332
State of Wyoming
Wyoming
$322K +$157K +1,181 +71%
CIA
333
Concurrent Investment Advisors
Florida
$319K +$52.5K +394 +16%
PIA
334
Prakash Investment Advisors
Massachusetts
$313K +$370K +2,775 New
CIBC World Market
335
CIBC World Market
Ontario, Canada
$313K +$370K +2,773 New
Brown Advisory
336
Brown Advisory
Maryland
$306K
Pathstone Holdings
337
Pathstone Holdings
New Jersey
$302K -$8K -60 -2%
BWFA
338
Baltimore-Washington Financial Advisors
Maryland
$300K +$8K +60 +2%
Wolverine Trading
339
Wolverine Trading
Illinois
$298K +$356K +2,670 New
Calamos Advisors
340
Calamos Advisors
Illinois
$296K -$730K -5,473 -68%
VIA
341
Victrix Investment Advisors
Florida
$293K +$346K +2,598 New
Carson Wealth (CWM LLC)
342
Carson Wealth (CWM LLC)
Nebraska
$292K +$98.1K +736 +40%
BPW
343
Bingham Private Wealth
California
$288K +$340K +2,550 New
YCG
344
Yeomans Consulting Group
Georgia
$287K -$298K -2,232 -47%
SPA
345
Sherbrooke Park Advisers
New York
$282K +$334K +2,503 New
HIP
346
HUB Investment Partners
Texas
$282K
TCM
347
Traynor Capital Management
Pennsylvania
$277K -$4.67K -35 -1%
PNC Financial Services Group
348
PNC Financial Services Group
Pennsylvania
$276K +$38.5K +289 +13%
Kovitz Investment Group Partners
349
Kovitz Investment Group Partners
Illinois
$275K +$21.9K +164 +7%
AIP
350
Arrowpoint Investment Partners
Singapore
$274K +$324K +2,430 New