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Strategy Shares Nasdaq 7HANDL Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$294K +$43.2K +1,779 +17%
Citadel Advisors
77
Citadel Advisors
Florida
$288K +$290K +11,925 New
MHS
78
M Holdings Securities
Oregon
$281K +$284K +11,671 New
CA
79
Calton & Associates
Florida
$277K -$1.23M -50,663 -81%
WCM
80
WealthBridge Capital Management
Ohio
$273K +$275K +11,329 New
SWA
81
Stratos Wealth Advisors
Ohio
$270K +$273K +11,217 New
EWM
82
Empirical Wealth Management
Washington
$260K +$261K +10,752 New
NA
83
NewEdge Advisors
Louisiana
$244K +$246K +10,110 New
RWM
84
Ritholtz Wealth Management
New York
$241K +$243K +10,000 New
WANY
85
Wealthspire Advisors (New York)
New York
$239K
MPWT
86
MassMutual Private Wealth & Trust
Connecticut
$238K
HWM
87
HB Wealth Management
Georgia
$236K +$238K +9,773 New
LFAS
88
Level Four Advisory Services
Texas
$235K +$237K +9,735 New
BCM
89
Brookstone Capital Management
Illinois
$230K +$14.8K +611 +7%
BW
90
Bison Wealth
Georgia
$226K +$228K +9,365 New
NFSG
91
Newbridge Financial Services Group
Florida
$214K -$8.31K -342 -4%
ASN
92
Advisory Services Network
Georgia
$211K -$16.6K -684 -7%
KFI
93
Key Financial Inc
Pennsylvania
$205K +$207K +8,510 New
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$203K -$39.4K -1,620 -16%
CIAS
95
Capital Investment Advisory Services
North Carolina
$203K +$7.29K +300 +4%
BAM
96
Belpointe Asset Management
Nevada
$195K -$95.9K -3,947 -33%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$188K -$80.9K -3,330 -30%
CWAF
98
Core Wealth Advisors (Florida)
Florida
$173K +$19.5K +803 +13%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$145K +$80.4K +3,309 +123%
GRP
100
Global Retirement Partners
California
$112K +$125K +5,127 New