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Dutch Bros

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
101
Aljian Capital Management
Nevada
$449K +$394K +7,729 New
SWRP
102
Summit Wealth & Retirement Planning
California
$447K -$561 -11 -0.1%
DADC
103
D.A. Davidson & Co
Montana
$406K +$374K +7,339 New
KMWM
104
Keudell/Morrison Wealth Management
Oregon
$397K -$23.7K -465 -6%
Verition Fund Management
105
Verition Fund Management
Connecticut
$393K +$362K +7,103 New
HH
106
Hilltop Holdings
Texas
$387K +$358K +7,007 New
CIBC Asset Management
107
CIBC Asset Management
Ontario, Canada
$384K
Truist Financial
108
Truist Financial
North Carolina
$383K +$354K +6,933 New
KWM
109
Kingsview Wealth Management
Oregon
$369K -$518K -10,146 -60%
APA
110
American Portfolios Advisors
New York
$352K +$5.61K +110 +2%
TRCT
111
Tower Research Capital (TRC)
New York
$347K -$392K -7,676 -55%
JMPWA
112
JP Morgan Private Wealth Advisors
California
$345K +$318K +6,242 New
KPWS
113
Kestra Private Wealth Services
Texas
$325K +$42.9K +840 +17%
BRWA
114
B. Riley Wealth Advisors
Florida
$324K +$31.9K +625 +12%
TFP
115
Tilia Fiduciary Partners
North Carolina
$307K -$64.8K -1,269 -19%
SPFA
116
Summit Place Financial Advisors
New Jersey
$306K +$283K +5,545 New
AR
117
Advisory Research
Illinois
$293K +$271K +5,302 New
TSS
118
Two Sigma Securities
New York
$281K +$260K +5,093 New
GGHC
119
Gilder Gagnon Howe & Co
New York
$272K +$91.4K +1,791 +57%
BRWM
120
B. Riley Wealth Management
Tennessee
$271K +$250K +4,900 New
UBS AM
121
UBS AM
Illinois
$269K +$249K +4,871 New
AI
122
AdvisorShares Investments
Maryland
$265K +$245K +4,800 New
Creative Planning
123
Creative Planning
Kansas
$262K +$242K +4,748 New
GIA
124
Gladstone Institutional Advisory
Florida
$261K +$241K +4,730 New
BFG
125
Berger Financial Group
Minnesota
$258K