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Dutch Bros
BROS

Name Holding Trade Value Shares
Change 		Change in
Stake
MI
501
Markowski Investments
Florida
$4.31K +$3.44K +60 New
ACA
502
Atlas Capital Advisors
Wyoming
$4.24K – – –
IPS
503
Investors Portfolio Services
Washington
$4.09K – – –
HHCP
504
Hilton Head Capital Partners
South Carolina
$4.02K +$3.21K +56 New
SC
505
Sawyer & Company
Massachusetts
$3.95K – – –
MWM
506
Mosley Wealth Management
California
$3.59K – – –
TLA
507
Tanglewood Legacy Advisors
Texas
$3.59K – – –
CT
508
Clearstead Trust
Maine
$3.38K +$1.21K +21 +81%
MFP
509
Meramec Financial Planners
Missouri
$3.29K -$5.97K -104 -68%
FFO
510
Fortitude Family Office
Arizona
$3.23K +$688 +12 +36%
QC
511
Quent Capital
New York
$3.23K +$2.58K +45 New
KCM
512
Key Capital Management
Tennessee
$3.16K – – –
MG
513
Mather Group
Illinois
$3.09K – – –
PCFFS
514
Pacific Center for Financial Services
California
$2.94K – – –
CH
515
Cromwell Holdings
Wyoming
$2.87K +$1.09K +19 +90%
CIA
516
Cape Investment Advisory
Georgia
$2.58K +$2.06K +36 New
BCWM
517
Bartlett & Co Wealth Management
Ohio
$2.49K – – –
JWA
518
JFS Wealth Advisors
Pennsylvania
$2.15K +$57 +1 +3%
SJIM
519
St. Johns Investment Management
Florida
$2.15K – – –
PWA
520
Physician Wealth Advisors
Utah
$2.01K -$402 -7 -20%
KFAS
521
Keating Financial Advisory Services
Kansas
$2.01K -$229 -4 -13%
SRCM
522
Signature Resources Capital Management
California
$2.01K +$1.61K +28 New
TPCW
523
TD Private Client Wealth
New York
$1.79K – – –
FNWA
524
Financial Network Wealth Advisors
Utah
$1.79K +$1.43K +25 New
CPG
525
Cornerstone Planning Group
New Jersey
$1.75K – – –
19 20
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