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Dutch Bros

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
326
Prelude Capital Management
New York
$402K -$387K -6,744 -55%
SA
327
Sanctuary Advisors
Indiana
$395K +$316K +5,501 New
BC
328
Bridgefront Capital
Texas
$394K -$766K -13,352 -71%
DI
329
Diligent Investors
California
$389K -$27.8K -485 -8%
BWFA
330
Baltimore-Washington Financial Advisors
Maryland
$388K – – –
MLL
331
Moody Lynn & Lieberson
Massachusetts
$387K +$8.09K +141 +3%
FI
332
FIDELIS iM
Oregon
$385K – – –
SSA
333
Schonfeld Strategic Advisors
New York
$381K -$6.57M -114,429 -96%
AI
334
Accredited Investors
Minnesota
$366K – – –
WPC
335
Wedmont Private Capital
Pennsylvania
$366K +$78.4K +1,367 +34%
EWP
336
Evergreen Wealth Partners
Montana
$363K +$1.15K +20 +0.4%
ProShare Advisors
337
ProShare Advisors
Maryland
$361K -$3.62K -63 -1%
MMPW
338
Mitchell McLeod Pugh & Williams
Alabama
$359K – – –
MCM
339
Mengis Capital Management
Oregon
$354K -$8.61K -150 -3%
AF
340
Allworth Financial
California
$354K -$24.6K -428 -8%
VFA
341
Valeo Financial Advisors
Indiana
$353K +$5.05K +88 +2%
NA
342
NewEdge Advisors
Louisiana
$345K +$30.3K +528 +12%
CWM
343
Connecticut Wealth Management
Connecticut
$338K – – –
NFSG
344
Newbridge Financial Services Group
Florida
$338K – – –
NFG
345
Nations Financial Group
Iowa
$336K -$45.9K -800 -15%
AI
346
Atria Investments
North Carolina
$331K +$264K +4,607 New
NG
347
Norden Group
Utah
$320K +$256K +4,462 New
SWM
348
Spire Wealth Management
Virginia
$320K -$516 -9 -0.2%
FCH
349
Freestone Capital Holdings
Washington
$307K +$246K +4,279 New
NSAM
350
North Star Asset Management
Wisconsin
$302K – – –