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Dutch Bros
BROS

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
476
JFS Wealth Advisors
Pennsylvania
$1.47K -$383 -7 -19%
CA
477
Clearstead Advisors
Ohio
$1.32K -$76K -1,389 -98%
CT
478
Clearstead Trust
Maine
$1.32K +$766 +14 +117%
CA
479
CoreCap Advisors
Michigan
$1.32K +$1.37K +25 +2,500%
TPCW
480
TD Private Client Wealth
New York
$1.27K -$602 -11 -31%
CH
481
Cromwell Holdings
Wyoming
$1.06K +$820 +15 +250%
CFP
482
Comprehensive Financial Planning
Pennsylvania
$1.01K – – –
HI
483
Horizon Investments
North Carolina
$1.01K +$656 +12 +150%
GWM
484
Geneos Wealth Management
Colorado
$861 – – –
BFS
485
Bare Financial Services
Pennsylvania
$811 -$820 -15 -48%
SIC
486
SJS Investment Consulting
Ohio
$558 +$219 +4 +57%
GCP
487
Gill Capital Partners
Colorado
$557 +$602 +11 New
BWA
488
Basecamp Wealth Advisors
Washington
$507 -$4.38K -80 -89%
GF
489
GGM Financials
Ohio
$456 – – –
SIS
490
Sound Income Strategies
Florida
$455 +$492 +9 New
PWA
491
Principia Wealth Advisory
Texas
$405 +$437 +8 New
CTC
492
Central Trust Company
Missouri
$355 – – –
DPW
493
DiNuzzo Private Wealth
Pennsylvania
$355 – – –
TPWA
494
Twin Peaks Wealth Advisors
California
$304 +$328 +6 New
RIL
495
Rothschild Investment LLC
Illinois
$253 -$328 -6 -55%
BHWM
496
Bay Harbor Wealth Management
Maryland
$253 – – –
HIA
497
HFM Investment Advisors
New Jersey
$203 – – –
TFA
498
Transamerica Financial Advisors
Florida
$202 -$55 -1 -20%
DF
499
Dunhill Financial
United Kingdom
$163 +$55 +1 +50%
RWM
500
Rialto Wealth Management
New York
$152 -$55 -1 -25%
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