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CAVA Group

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
351
Everence Capital Management
Indiana
$271K +$320K +2,400 New
SC
352
Sepio Capital
Utah
$260K
KWA
353
Kingswood Wealth Advisors
California
$260K +$307K +2,306 New
TWM
354
Tradition Wealth Management
Minnesota
$258K +$36K +270 +13%
HGA
355
Hobbs Group Advisors
South Carolina
$256K +$302K +2,268 New
HWM
356
Horizon Wealth Management
Illinois
$254K
MOS
357
MGO One Seven
Ohio
$251K +$7.87K +59 +3%
DP
358
Dearborn Partners
Illinois
$250K
WMA
359
West Michigan Advisors
Michigan
$249K +$294K +2,205 New
RI
360
Ridgewood Investments
New Jersey
$248K -$26.7K -200 -8%
TCM
361
Tufton Capital Management
Maryland
$240K -$20K -150 -7%
LSWP
362
Liberty Square Wealth Partners
Pennsylvania
$236K +$240K +1,800 New
FFA
363
Farther Finance Advisors
California
$235K +$22K +165 +9%
CWMGO
364
Capstone Wealth Management Group (Oregon)
Oregon
$234K +$277K +2,075 New
Vanguard Personalized Indexing Management
365
Vanguard Personalized Indexing Management
California
$232K +$16.9K +127 +7%
Thrivent Financial for Lutherans
366
Thrivent Financial for Lutherans
Minnesota
$232K -$306K -2,293 -53%
VWA
367
Visionary Wealth Advisors
Illinois
$230K +$27.3K +205 +11%
FFM
368
Forum Financial Management
Illinois
$230K +$271K +2,035 New
SS
369
SBI Securities
Japan
$226K +$267K +2,005 New
TD Asset Management
370
TD Asset Management
Ontario, Canada
$226K -$1.89M -14,200 -88%
FNT
371
First National Trust
Pennsylvania
$226K
PRS
372
Pinkerton Retirement Specialists
Idaho
$222K +$262K +1,968 New
CIAM
373
Caitong International Asset Management
Hong Kong
$221K +$261K +1,961 New
AWA
374
Arete Wealth Advisors
Illinois
$220K +$259K +1,940 New
CWM
375
Centurion Wealth Management
Virginia
$216K +$20.5K +154 +9%