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CAVA Group
CAVA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
376
CarsonAllaria Wealth Management
Illinois
$23.3K – – –
CT
377
Colonial Trust
South Carolina
$20.4K – – –
PCM
378
Peregrine Capital Management
Minnesota
$19.8K – – –
WT
379
Whittier Trust
California
$19.4K – – –
CB
380
CNB Bank
Pennsylvania
$18.9K +$15.6K +153 New
PFBT
381
Parkside Financial Bank & Trust
Missouri
$18.8K +$1.32K +13 +9%
BIG
382
Brooklyn Investment Group
New York
$18.6K +$15.2K +150 New
SHIM
383
Stone House Investment Management
Pennsylvania
$17.8K +$14.6K +144 New
WTC
384
WhitTier Trust Company
Nevada
$16.3K +$13.4K +132 New
MA
385
MCF Advisors
Kentucky
$16K -$3.15K -31 -19%
LC
386
Lindbrook Capital
California
$15K +$6.61K +65 +116%
PS
387
Principal Securities
Iowa
$14.9K -$33.5K -330 -73%
CPA
388
Capital Performance Advisors
California
$14.7K +$12.1K +119 New
SC
389
SouthState Corp
Florida
$13.6K – – –
TFA
390
Toth Financial Advisory
Virginia
$13.3K -$50.7K -499 -82%
CWP
391
Concord Wealth Partners
Virginia
$13K – – –
HIA
392
Harbor Investment Advisory
Maryland
$12.4K – – –
TCPG
393
Trivant Custom Portfolio Group
California
$12.4K – – –
APC
394
Aspire Private Capital
North Carolina
$12.4K +$10.2K +100 New
NA
395
Nordwand Advisors
Pennsylvania
$12.4K +$10.2K +100 New
PFG
396
Prosperity Financial Group
California
$12.4K +$10.2K +100 New
HF
397
Halpern Financial
Virginia
$12.3K – – –
NSIM
398
North Star Investment Management
Illinois
$12.1K +$9.96K +98 New
MTC
399
Matrix Trust Company
Colorado
$12K +$9.86K +97 New
WTA
400
Washington Trust Advisors
Massachusetts
$11.5K – – –
14 15
16
17 18