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CAVA Group
CAVA

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
476
Kelleher Financial Advisors
New York
$4.71K – – –
CT
477
Clearstead Trust
Maine
$4.55K – – –
EP
478
Essential Partners
California
$4.47K +$4.78K +57 New
SIC
479
SJS Investment Consulting
Ohio
$4.4K +$252 +3 +6%
MBFW
480
Morton Brown Family Wealth
Pennsylvania
$3.92K – – –
TFA
481
Toth Financial Advisory
Virginia
$3.92K – – –
FWA
482
Flagship Wealth Advisors
Massachusetts
$3.92K +$4.19K +50 New
SWIM
483
Smallwood Wealth Investment Management
New Jersey
$3.77K – – –
BTI
484
Blue Trust Inc
Georgia
$3.45K -$1.51K -18 -29%
BIA
485
Bell Investment Advisors
California
$3.38K – – –
SWA
486
SOA Wealth Advisors
New York
$3.14K -$838 -10 -20%
CVM
487
Cheviot Value Management
California
$3.14K – – –
FMP
488
Financial Management Professionals
Texas
$3.14K – – –
HWA
489
Heritage Wealth Advisors
Virginia
$3.14K – – –
MNA
490
Manning & Napier Advisors
New York
$2.87K +$2.94K +35 New
PWMG
491
Private Wealth Management Group
New Jersey
$2.75K – – –
MAM
492
Meeder Asset Management
Ohio
$2.67K -$2.43K -29 -46%
CH
493
Cromwell Holdings
Wyoming
$2.67K +$1.34K +16 +89%
OCWP
494
Owl Creek Wealth Partners
Colorado
$2.35K – – –
EWP
495
Elevation Wealth Partners
California
$2.35K +$2.52K +30 New
CIAM
496
Caitong International Asset Management
Hong Kong
$2.35K -$22K -262 -90%
NB
497
NBT Bank
New York
$2.35K -$1.09K -13 -30%
JWM
498
JPL Wealth Management
Colorado
$2.2K – – –
CFB
499
Cullen/Frost Bankers
Texas
$2.2K -$6.79K -81 -74%
CAL
500
Capital Advisors Ltd
Ohio
$2K – – –
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