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Dutch Bros

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Axxcess Wealth Management
California
$947K +$874K +17,135 New
SEI Investments
77
SEI Investments
Pennsylvania
$943K +$870K +17,058 New
BAM
78
Belpointe Asset Management
Nevada
$930K +$390K +7,645 +83%
SEC
79
Seven Eight Capital
New York
$917K +$847K +16,598 New
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$913K +$363K +7,119 +76%
PPA
81
Parametric Portfolio Associates
Washington
$851K +$785K +15,394 New
Baird Financial Group
82
Baird Financial Group
Wisconsin
$800K -$207K -4,063 -22%
Calamos Advisors
83
Calamos Advisors
Illinois
$788K +$728K +14,263 New
TWM
84
Triton Wealth Management
Arizona
$776K
Ameriprise
85
Ameriprise
Minnesota
$738K +$401K +7,853 +143%
SPIA
86
Steward Partners Investment Advisory
New York
$707K +$321K +6,300 +97%
CA
87
Cetera Advisors
Colorado
$688K +$241K +4,715 +61%
WB
88
WesBanco Bank
West Virginia
$674K +$622K +12,191 New
XT
89
XTX Topco
Cayman Islands
$644K +$594K +11,648 New
CIBC Private Wealth Group
90
CIBC Private Wealth Group
Georgia
$626K +$327K +6,406 +130%
FAIM
91
Financial Advocates Investment Management
Washington
$569K -$750K -14,708 -59%
HF
92
HRT Financial
New York
$565K +$522K +10,240 New
Voloridge Investment Management
93
Voloridge Investment Management
Florida
$562K +$519K +10,167 New
SI
94
Symmetry Investments
Jersey
$553K +$122K +2,399 +32%
USCWA
95
U.S. Capital Wealth Advisors
Texas
$547K +$130K +2,550 +35%
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
$517K +$234K +4,590 +96%
GLAM
97
Gardner Lewis Asset Management
Pennsylvania
$511K +$472K +9,250 New
AWS
98
Atria Wealth Solutions
New York
$494K +$456K +8,930 New
HighTower Advisors
99
HighTower Advisors
Illinois
$493K +$33.2K +651 +8%
JP Morgan Chase
100
JP Morgan Chase
New York
$493K +$147K +2,875 +48%