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CAVA Group

Name Holding Trade Value Shares
Change
Change in
Stake
AAG
526
Accordant Advisory Group
Maryland
$864 – – –
CTC
527
Central Trust Company
Missouri
$785 -$419 -5 -33%
FFA
528
Frazier Financial Advisors
Ohio
$628 – – –
IAS
529
IMA Advisory Services
Colorado
$628 – – –
SEP
530
Signature Equity Partners
Ohio
$628 +$252 +3 +60%
MAM
531
Marquette Asset Management
Minnesota
$550 -$503 -6 -46%
BDPWM
532
Barnes Dennig Private Wealth Management
Ohio
$549 +$587 +7 New
DF
533
Dunhill Financial
United Kingdom
$503 – – –
CCWM
534
Cassaday & Co Wealth Management
Virginia
$393 – – –
GJIA
535
Glass Jacobson Investment Advisors
Maryland
$393 – – –
SNB
536
Security National Bank
Nebraska
$235 – – –
MCM
537
Manchester Capital Management
Vermont
$157 – – –
BWS
538
Buck Wealth Strategies
Colorado
$157 +$168 +2 New
HFS
539
Hughes Financial Services
Virginia
$157 +$168 +2 New
WETS
540
Wealth Enhancement Trust Services
South Dakota
$157 +$168 +2 New
AWM
541
Abound Wealth Management
Tennessee
$79 +$84 +1 New
NS
542
NBC Securities
Alabama
$78 – – –
DWM
543
Darwin Wealth Management
Florida
$5 – – –
FGP
544
Freestone Grove Partners
California
– -$13M -161,188 Closed
LCM
545
Landscape Capital Management
New Jersey
– -$9.48M -117,236 Closed
NS
546
Night Squared
New York
– -$7.17M -88,616 Closed
OCM
547
Osterweis Capital Management
California
– -$6.77M -83,695 Closed
TC
548
TwinBeech Capital
New York
– -$5.9M -72,874 Closed
TI
549
Trexquant Investment
Connecticut
– -$4.47M -55,293 Closed
LCG
550
Lisanti Capital Growth
New York
– -$4.09M -50,510 Closed