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Dutch Bros
BROS

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
526
MassMutual Private Wealth & Trust
Connecticut
$1.72K -$402 -7 -23%
CFP
527
Comprehensive Financial Planning
Pennsylvania
$1.44K – – –
IAS
528
IMA Advisory Services
Colorado
$1.44K +$1.15K +20 New
NSIM
529
North Star Investment Management
Illinois
$1.36K +$1.09K +19 New
GWM
530
Geneos Wealth Management
Colorado
$1.22K – – –
BFS
531
Bare Financial Services
Pennsylvania
$1.15K – – –
CAL
532
Capital Advisors Ltd
Ohio
$1K – – –
AW
533
Avion Wealth
Texas
$1K +$918 +16 New
BHWM
534
Bay Harbor Wealth Management
Maryland
$934 +$459 +8 +160%
SIC
535
SJS Investment Consulting
Ohio
$790 – – –
MAM
536
Marquette Asset Management
Minnesota
$719 +$574 +10 New
HI
537
Horizon Investments
North Carolina
$718 -$574 -10 -50%
MWM
538
Mascoma Wealth Management
New Hampshire
$718 +$574 +10 New
GF
539
GGM Financials
Ohio
$646 – – –
RWM
540
Rialto Wealth Management
New York
$575 +$287 +5 +167%
PWA
541
Principia Wealth Advisory
Texas
$574 – – –
AWM
542
Activest Wealth Management
Florida
$503 +$402 +7 New
SGFG
543
Silver Grove Financial Group
New York
$503 +$402 +7 New
HIA
544
HFM Investment Advisors
New Jersey
$431 +$115 +2 +50%
HFS
545
Hughes Financial Services
Virginia
$431 +$172 +3 +100%
CCMI
546
Creative Capital Management Investments
California
$431 +$344 +6 New
PS
547
Planning Strategies
Pennsylvania
$431 +$344 +6 New
DPW
548
DiNuzzo Private Wealth
Pennsylvania
$360 -$115 -2 -29%
CIAM
549
Caitong International Asset Management
Hong Kong
$359 +$287 +5 New
TFA
550
Transamerica Financial Advisors
Florida
$287 – – –
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