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Dutch Bros

Name Holding Trade Value Shares
Change
Change in
Stake
PPA
76
Parametric Portfolio Associates
Washington
$284K +$311K +6,546 New
KMWM
77
Keudell/Morrison Wealth Management
Oregon
$271K +$297K +6,245 New
CF
78
CNA Financial
Illinois
$265K +$291K +6,126 New
IA
79
Insight Advisors
Pennsylvania
$222K +$151K +3,180 New
M&T Bank
80
M&T Bank
New York
$204K +$224K +4,707 New
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$203K +$222K +4,681 New
CG
82
Cutler Group
California
$163K +$179K +3,766 New
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$82K +$91.1K +1,917 New
FWM
84
Focused Wealth Management
New York
$69K +$76K +1,600 New
US Bancorp
85
US Bancorp
Minnesota
$64K +$70.5K +1,483 New
HI
86
Harbour Investments
Wisconsin
$44K +$47.9K +1,008 New
UBS Group
87
UBS Group
Switzerland
$44K +$48K +1,011 New
GI
88
Gradient Investments
Minnesota
$43K +$46.8K +985 New
AWA
89
Arkadios Wealth Advisors
Georgia
$42K +$47K +989 New
CTB
90
Country Trust Bank
Illinois
$39K +$42.8K +900 New
SPIA
91
Steward Partners Investment Advisory
New York
$32K +$35.6K +750 New
CMA
92
Cedar Mountain Advisors
Oregon
$29K +$32.1K +676 New
AF
93
Allworth Financial
California
$28K +$30.9K +650 New
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$25K +$27.7K +583 New
DTIM
95
Danda Trouve Investment Management
Kansas
$24K +$25.8K +543 New
SBL
96
Sargent Bickham Lagudis
Colorado
$18K +$19.8K +417 New
GGHC
97
Gilder Gagnon Howe & Co
New York
$17K +$18.1K +382 New
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$15K +$16K +337 New
CWA
99
Clearview Wealth Advisors
Oregon
$13K +$14K +294 New
TCWA
100
Ten Capital Wealth Advisors
Washington
$11K +$12.6K +265 New