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Dutch Bros

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
126
Level Four Advisory Services
Texas
$257K +$13.3K +261 +6%
SWM
127
SeaCrest Wealth Management
New York
$242K -$7.5K -147 -3%
APP
128
Alpha Paradigm Partners
Illinois
$230K +$212K +4,155 New
SAF
129
Smith Anglin Financial
Texas
$221K +$204K +4,000 New
IA
130
IFP Advisors
Florida
$214K +$281K +5,515 +1,713%
RCM
131
RB Capital Management
Nevada
$213K +$196K +3,849 New
VHAM
132
Van Hulzen Asset Management
California
$204K +$189K +3,700 New
SIA
133
SkyView Investment Advisors
New Jersey
$202K +$186K +3,650 New
CG
134
Cutler Group
California
$201K +$28.3K +554 +18%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$190K +$155K +3,031 New
CWA
136
Clearview Wealth Advisors
Oregon
$169K +$55.1K +1,080 +55%
SN
137
Sittner & Nelson
Oregon
$161K +$128K +2,500 +595%
GWM
138
Geneos Wealth Management
Colorado
$153K +$142K +2,783 New
PA
139
Parallel Advisors
California
$110K +$86.2K +1,689 +1,836%
FWM
140
Focused Wealth Management
New York
$104K -$20.4K -400 -18%
US Bancorp
141
US Bancorp
Minnesota
$88K
MCC
142
Money Concepts Capital
Florida
$85K +$78.1K +1,530 New
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$69K +$45.9K +900 +250%
AF
144
Allworth Financial
California
$68K +$25.5K +500 +69%
GI
145
Gradient Investments
Minnesota
$63K +$7.81K +153 +16%
NFSG
146
Newbridge Financial Services Group
Florida
$55K
CTB
147
Country Trust Bank
Illinois
$50K
FF
148
FourThought Financial
Florida
$44K +$40.9K +802 New
KIG
149
Kessler Investment Group
Indiana
$43K
GRP
150
Global Retirement Partners
California
$41K +$69.9K +1,369 New