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Dutch Bros

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
101
Level Four Advisory Services
Texas
$223K +$243K +4,385 New
CCIA
102
Cherry Creek Investment Advisors
Colorado
$211K +$230K +4,136 New
Walleye Trading
103
Walleye Trading
New York
$164K +$179K +3,219 New
GGHC
104
Gilder Gagnon Howe & Co
New York
$160K +$153K +2,756 +721%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$160K +$174K +3,140 New
CG
106
Cutler Group
California
$157K -$37.6K -677 -18%
FWM
107
Focused Wealth Management
New York
$116K +$37.8K +680 +43%
CWA
108
Clearview Wealth Advisors
Oregon
$101K +$93.5K +1,685 +573%
US Bancorp
109
US Bancorp
Minnesota
$81K +$6.11K +110 +7%
NFSG
110
Newbridge Financial Services Group
Florida
$51K +$55.5K +1,000 New
GI
111
Gradient Investments
Minnesota
$50K
CTB
112
Country Trust Bank
Illinois
$46K
KIG
113
Kessler Investment Group
Indiana
$39K +$43K +775 New
AF
114
Allworth Financial
California
$37K +$4.28K +77 +12%
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$36K +$39.7K +715 New
NFG
116
Next Financial Group
Texas
$35K +$33K +595 +595%
CMA
117
Cedar Mountain Advisors
Oregon
$34K
GWS
118
Glassman Wealth Services
Virginia
$25K +$27.8K +500 New
NIC
119
Northwest Investment Counselors
Oregon
$22K +$23.7K +427 New
SBL
120
Sargent Bickham Lagudis
Colorado
$21K
SN
121
Sittner & Nelson
Oregon
$21K +$12.2K +220 +110%
TFS
122
TrustCore Financial Services
Tennessee
$20K +$11.1K +200 +100%
GWSG
123
GPS Wealth Strategies Group
Colorado
$20K +$22.2K +400 New
RPCONE
124
Retirement Planning Company of New England
Rhode Island
$20K +$22.5K +405 New
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$19K +$2.28K +41 +12%