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CAVA Group

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
501
Physician Wealth Advisors
Utah
$809 – – –
SIS
502
Sound Income Strategies
Florida
$801 – – –
GEA
503
Glen Eagle Advisors
New Jersey
$728 – – –
FFA
504
Frazier Financial Advisors
Ohio
$648 – – –
IAS
505
IMA Advisory Services
Colorado
$647 +$583 +8 New
GWS
506
Greykasell Wealth Strategies
California
$566 – – –
QC
507
Quent Capital
New York
$566 +$510 +7 New
DF
508
Dunhill Financial
United Kingdom
$518 +$292 +4 +200%
CFO
509
CVA Family Office
Colorado
$485 +$438 +6 New
GSEP
510
Golden State Equity Partners
California
$485 +$438 +6 New
SEP
511
Signature Equity Partners
Ohio
$405 – – –
Cassaday & Co Wealth Management
512
Cassaday & Co Wealth Management
Virginia
$405 +$365 +5 New
GJIA
513
Glass Jacobson Investment Advisors
Maryland
$405 +$365 +5 New
SNB
514
Security National Bank
Nebraska
$243 – – –
TWM
515
TopTier Wealth Management
Wisconsin
$243 +$219 +3 New
MCM
516
Manchester Capital Management
Vermont
$162 – – –
SWM
517
SHP Wealth Management
Massachusetts
$162 +$146 +2 New
CoreCap Advisors
518
CoreCap Advisors
Michigan
$81 -$26.3K -360 -100%
NS
519
NBC Securities
Alabama
$80 – – –
CCPM
520
Cooper Creek Partners Management
New York
– -$67.4M -1,149,188 Closed
Norges Bank
521
Norges Bank
Norway
– -$50.3M -856,676 Closed
Natixis
522
Natixis
France
– -$17.8M -302,987 Closed
Tudor Investment Corp
523
Tudor Investment Corp
Connecticut
– -$13.6M -187,000 Closed
NI
524
Nepsis Inc
Minnesota
– -$10.4M -176,694 Closed
IP
525
Interval Partners
New York
– -$8.22M -140,000 Closed