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CAVA Group
CAVA

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
451
Bellevue Asset Management
Washington
$2.66K +$606 +8 +22%
BIA
452
Bell Investment Advisors
California
$2.6K -$1.36K -18 -30%
AFG
453
Albion Financial Group
Utah
$2.54K +$3.18K +42 New
NL
454
NVWM LLC
Pennsylvania
$2.54K -$142K -1,873 -98%
AWM
455
Activest Wealth Management
Florida
$2.54K +$3.18K +42 New
CWM
456
Crowley Wealth Management
Delaware
$2.42K – – –
HWA
457
Heritage Wealth Advisors
Virginia
$2.42K – – –
FMP
458
Financial Management Professionals
Texas
$2.42K +$985 +13 +48%
ECM
459
Estabrook Capital Management
New York
$2.42K +$3.03K +40 New
NWM
460
Nova Wealth Management
Florida
$2.42K +$3.03K +40 New
CT
461
Clearstead Trust
Maine
$2.24K +$2.8K +37 New
SWIM
462
Smallwood Wealth Investment Management
New Jersey
$2.11K +$682 +9 +35%
AG
463
AmeriFlex Group
Nevada
$2.05K +$2.58K +34 New
PFBT
464
Parkside Financial Bank & Trust
Missouri
$1.93K -$1.97K -26 -45%
JWM
465
JPL Wealth Management
Colorado
$1.69K +$2.12K +28 New
AEPWM
466
Atlantic Edge Private Wealth Management
Florida
$1.51K +$1.89K +25 New
MPWT
467
MassMutual Private Wealth & Trust
Connecticut
$1.39K -$4.47K -59 -72%
MAS
468
MPWM Advisory Solutions
Georgia
$1.39K +$1.74K +23 New
HWA
469
HHM Wealth Advisors
Tennessee
$1.21K -$1.44K -19 -49%
NC
470
North Capital
Utah
$1.15K +$76 +1 +6%
RMC
471
Resources Management Corp
Connecticut
$1K +$455 +6 +100%
SAM
472
Smartleaf Asset Management
Massachusetts
$998 – – –
RFP
473
Root Financial Partners
California
$967 +$1.21K +16 New
QWM
474
Quaker Wealth Management
New Jersey
$907 – – –
CFO
475
CVA Family Office
Colorado
$906 – – –
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19
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