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Dutch Bros
BROS

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
501
Sawyer & Company
Massachusetts
$3.95K – – –
MWM
502
Mosley Wealth Management
California
$3.59K – – –
TLA
503
Tanglewood Legacy Advisors
Texas
$3.59K – – –
CT
504
Clearstead Trust
Maine
$3.38K +$1.21K +21 +81%
MFP
505
Meramec Financial Planners
Missouri
$3.29K -$5.97K -104 -68%
FFO
506
Fortitude Family Office
Arizona
$3.23K +$688 +12 +36%
QC
507
Quent Capital
New York
$3.23K +$2.58K +45 New
KCM
508
Key Capital Management
Tennessee
$3.16K – – –
MG
509
Mather Group
Illinois
$3.09K – – –
PCFFS
510
Pacific Center for Financial Services
California
$2.94K – – –
CH
511
Cromwell Holdings
Wyoming
$2.87K +$1.09K +19 +90%
CIA
512
Cape Investment Advisory
Georgia
$2.58K +$2.06K +36 New
BCWM
513
Bartlett & Co Wealth Management
Ohio
$2.49K – – –
JWA
514
JFS Wealth Advisors
Pennsylvania
$2.15K +$57 +1 +3%
SJIM
515
St. Johns Investment Management
Florida
$2.15K – – –
PWA
516
Physician Wealth Advisors
Utah
$2.01K -$402 -7 -20%
KFAS
517
Keating Financial Advisory Services
Kansas
$2.01K -$229 -4 -13%
SRCM
518
Signature Resources Capital Management
California
$2.01K +$1.61K +28 New
TPCW
519
TD Private Client Wealth
New York
$1.79K – – –
FNWA
520
Financial Network Wealth Advisors
Utah
$1.79K +$1.43K +25 New
CPG
521
Cornerstone Planning Group
New Jersey
$1.75K – – –
MPWT
522
MassMutual Private Wealth & Trust
Connecticut
$1.72K -$402 -7 -23%
CFP
523
Comprehensive Financial Planning
Pennsylvania
$1.44K – – –
IAS
524
IMA Advisory Services
Colorado
$1.44K +$1.15K +20 New
NSIM
525
North Star Investment Management
Illinois
$1.36K +$1.09K +19 New
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