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CAVA Group

Name Holding Trade Value Shares
Change
Change in
Stake
CWMGO
601
Capstone Wealth Management Group (Oregon)
Oregon
-$234K -2,075 Closed
DekaBank Deutsche Girozentrale
602
DekaBank Deutsche Girozentrale
Germany
-$140K -2,055 Closed
FFM
603
Forum Financial Management
Illinois
-$230K -2,035 Closed
VWA
604
Visionary Wealth Advisors
Illinois
-$230K -2,035 Closed
TD Asset Management
605
TD Asset Management
Ontario, Canada
-$226K -2,004 Closed
FNT
606
First National Trust
Pennsylvania
-$226K -2,000 Closed
PRS
607
Pinkerton Retirement Specialists
Idaho
-$222K -1,968 Closed
AWA
608
Arete Wealth Advisors
Illinois
-$220K -1,940 Closed
EWA
609
EP Wealth Advisors
California
-$215K -1,907 Closed
WP
610
WealthShield Partners
North Carolina
-$210K -1,864 Closed
Lazard Asset Management
611
Lazard Asset Management
New York
-$205K -1,832 Closed
CFP
612
Cypress Financial Planning
New Jersey
-$203K -1,800 Closed
LSWP
613
Liberty Square Wealth Partners
Pennsylvania
-$236K -1,800 Closed
AIM
614
Aigen Investment Management
New York
-$201K -1,782 Closed
HFM
615
Harvest Fund Management
China
-$160K -1,422 Closed
KI
616
Kapitalo Investimentos
Brazil
-$139K -1,234 Closed
FFA
617
Fairfield Financial Advisors
Massachusetts
-$76.9K -682 Closed
AWM
618
Avior Wealth Management
Nebraska
-$68.2K -605 Closed
CMBA
619
C.M. Bidwell & Associates
Hawaii
-$64.5K -572 Closed
GWP
620
Gen-Wealth Partners
Michigan
-$61.5K -545 Closed
RS
621
R Squared
Hong Kong
-$48.5K -430 Closed
SIC
622
SJS Investment Consulting
Ohio
-$43.4K -385 Closed
AIM
623
Arcadia Investment Management
Michigan
-$25.3K -224 Closed
CJ
624
Caitlin John
Michigan
-$22.6K -200 Closed
VWM
625
Venturi Wealth Management
Texas
-$13K -115 Closed