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CAVA Group

Name Holding Trade Value Shares
Change
Change in
Stake
UB
376
UMB Bank
Missouri
$140K +$16K +220 +15%
C
377
Covestor
United Kingdom
$134K -$137K -1,877 -53%
IA
378
IFP Advisors
Florida
$133K -$41.1K -563 -26%
BWL
379
Bogart Wealth LLC
Virginia
$122K +$21.9K +300 +25%
TCM
380
Triumph Capital Management
Colorado
$112K +$3.06K +42 +3%
Carson Wealth (CWM LLC)
381
Carson Wealth (CWM LLC)
Nebraska
$112K +$7.58K +104 +8%
AF
382
Allworth Financial
California
$104K +$46.2K +634 +98%
CA
383
Clearstead Advisors
Ohio
$103K -$21K -288 -18%
LFG
384
Larson Financial Group
Missouri
$97.6K -$33.7K -462 -28%
CWMS
385
CFG Wealth Management Services
Indiana
$94.4K -$14.1K -193 -14%
RA
386
RiverPark Advisors
New York
$92.1K +$83.1K +1,139 New
PA
387
Parallel Advisors
California
$92K +$50.1K +687 +153%
SS
388
Sunbelt Securities
Texas
$89K
EWA
389
EverSource Wealth Advisors
Alabama
$84.1K +$28.7K +393 +61%
HFM
390
Harvest Fund Management
China
$84K +$75.7K +1,038 New
WPA
391
Wealth Preservation Advisors
Tennessee
$80.9K
TFGT
392
TS Financial Group (TSFG)
Illinois
$73K
PPC
393
Park Place Capital
Alabama
$67.8K +$7.8K +107 +15%
VCM
394
Versant Capital Management
Arizona
$66.5K
WPWM
395
Western Pacific Wealth Management
Illinois
$66.5K +$6.78K +93 +13%
SWP
396
Strategic Wealth Partners
Ohio
$63.1K +$56.9K +780 New
SCM
397
Sterling Capital Management
North Carolina
$57.6K -$146 -2 -0.3%
AAM
398
Advisors Asset Management
Colorado
$56K -$146 -2 -0.3%
SA
399
Scarborough Advisors
Maryland
$54.2K +$48.9K +670 New
TPCW
400
TD Private Client Wealth
New York
$51.9K +$3.06K +42 +7%