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Dutch Bros

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
76
Bank of New York Mellon
New York
$466K -$3.09K -82 -0.5%
IAA
77
Independent Advisor Alliance
North Carolina
$464K +$102K +2,700 +22%
WS
78
Wedbush Securities
California
$464K +$560K +14,881 New
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$458K +$7.53K +200 +1%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$457K -$28.2K -748 -5%
VF
81
Virtu Financial
New York
$455K -$150K -3,982 -21%
TWM
82
Triton Wealth Management
Arizona
$433K -$22.6K -600 -4%
EGM
83
Engineers Gate Manager
New York
$430K +$520K +13,808 New
USCWA
84
U.S. Capital Wealth Advisors
Texas
$428K +$56.5K +1,500 +12%
CG
85
Cutler Group
California
$418K +$282K +7,495 +126%
DADC
86
D.A. Davidson & Co
Montana
$411K +$184K +4,880 +59%
Dimensional Fund Advisors
87
Dimensional Fund Advisors
Texas
$405K +$490K +13,007 New
HCM
88
Hodges Capital Management
Texas
$404K -$5.2M -138,044 -91%
RC
89
Renaissance Capital
Connecticut
$400K +$483K +12,846 New
SPIA
90
Steward Partners Investment Advisory
New York
$389K -$52.7K -1,400 -10%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$371K -$60K -1,593 -12%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$333K +$7.38K +196 +2%
RCM
93
RB Capital Management
Nevada
$333K +$94.5K +2,512 +31%
Truist Financial
94
Truist Financial
North Carolina
$319K +$14.5K +386 +4%
HighTower Advisors
95
HighTower Advisors
Illinois
$313K +$19.6K +520 +5%
Verition Fund Management
96
Verition Fund Management
Connecticut
$312K +$378K +10,032 New
PI
97
PEAK6 Investments
Illinois
$310K +$375K +9,963 New
JP Morgan Chase
98
JP Morgan Chase
New York
$303K -$25.4K -675 -6%
AWS
99
Atria Wealth Solutions
New York
$295K -$20.3K -539 -5%
AIM
100
Aigen Investment Management
New York
$293K +$354K +9,399 New