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Dutch Bros
BROS

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
476
MassMutual Private Wealth & Trust
Connecticut
$1.59K -$1.59K -28 -52%
ZBNA
477
Zions Bancorporation, National Association
Utah
$1.59K +$1.48K +26 New
CPG
478
Cornerstone Planning Group
New Jersey
$1.55K -$95K -1,673 -98%
KFAS
479
Keating Financial Advisory Services
Kansas
$1.53K +$1.42K +25 New
CFP
480
Comprehensive Financial Planning
Pennsylvania
$1.22K +$1.14K +20 New
UB
481
UMB Bank
Missouri
$1.1K +$1.02K +18 New
GWM
482
Geneos Wealth Management
Colorado
$1.04K -$8.52K -150 -90%
HFS
483
Hantz Financial Services
Michigan
$1K -$398 -7 -24%
CT
484
Clearstead Trust
Maine
$735 -$2.04K -36 -75%
RIL
485
Rothschild Investment LLC
Illinois
$673 +$568 +10 +1,000%
GF
486
GGM Financials
Ohio
$551 – – –
EW
487
Elyxium Wealth
California
$551 +$511 +9 New
MAM
488
Marquette Asset Management
Minnesota
$551 +$511 +9 New
HI
489
Horizon Investments
North Carolina
$490 -$227 -4 -33%
DPW
490
DiNuzzo Private Wealth
Pennsylvania
$429 +$57 +1 +17%
SIC
491
SJS Investment Consulting
Ohio
$429 +$170 +3 +75%
CTC
492
Central Trust Company
Missouri
$429 +$398 +7 New
CH
493
Cromwell Holdings
Wyoming
$367 – – –
OC
494
Optima Capital
Oregon
$367 +$341 +6 New
UFPG
495
United Financial Planning Group
New York
$367 +$341 +6 New
FC
496
Financial Consulate
Maryland
$307 – – –
ACM
497
Anfield Capital Management
California
$306 – – –
BHWM
498
Bay Harbor Wealth Management
Maryland
$306 +$57 +1 +25%
TFA
499
Transamerica Financial Advisors
Florida
$306 +$284 +5 New
RWM
500
Rialto Wealth Management
New York
$245 – – –
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