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Dutch Bros

Name Holding Trade Value Shares
Change
Change in
Stake
JF
251
Joule Financial
Kentucky
$724K +$691K +10,586 New
YMRC
252
Yorktown Management & Research Company
Virginia
$704K
JSSH
253
J. Safra Sarasin Holding
$683K
KMWM
254
Keudell/Morrison Wealth Management
Oregon
$671K -$17K -260 -3%
LCM
255
Legato Capital Management
California
$655K +$625K +9,580 New
Wealth Enhancement Advisory Services
256
Wealth Enhancement Advisory Services
Minnesota
$641K -$929K -14,243 -60%
SWP
257
Stratos Wealth Partners
Ohio
$613K +$66.3K +1,017 +13%
AWA
258
Arete Wealth Advisors
Illinois
$608K +$580K +8,886 New
TI
259
Tidal Investments
Wisconsin
$598K -$1.32M -20,200 -70%
JIP
260
Jaffetilchin Investment Partners
Florida
$588K +$137K +2,104 +32%
AB
261
Amalgamated Bank
New York
$583K +$140K +2,143 +34%
EFS
262
Econ Financial Services
Pennsylvania
$577K +$551K +8,442 New
GRP
263
Global Retirement Partners
California
$570K +$544K +8,334 New
GCM
264
Graham Capital Management
Connecticut
$569K -$3.43M -52,643 -86%
QCM
265
Quantinno Capital Management
New York
$559K +$224K +3,429 +72%
PCM
266
Prelude Capital Management
New York
$558K -$83.4K -1,278 -14%
MAG
267
MRA Advisory Group
New Jersey
$548K +$522K +8,009 New
BAM
268
Bullseye Asset Management
Colorado
$547K
LFAS
269
Level Four Advisory Services
Texas
$546K +$33K +506 +7%
SXL
270
Summit X LLC
Missouri
$538K -$32.4K -496 -6%
CFM
271
Catalyst Funds Management
Australia
$531K +$168K +2,570 +49%
FFA
272
Farther Finance Advisors
California
$515K +$43.7K +670 +10%
FWCM
273
Ferguson Wellman Capital Management
Oregon
$503K
SOW
274
State of Wyoming
Wyoming
$498K +$158K +2,415 +50%
AC
275
AlphaCore Capital
California
$496K +$62.6K +960 +15%