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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
251
Summit Wealth Partners
Florida
$286K +$215K +4,530 New
WWM
252
Western Wealth Management
Colorado
$283K +$212K +4,480 New
Envestnet Asset Management
253
Envestnet Asset Management
Illinois
$282K +$212K +4,470 New
LSA
254
Lion Street Advisors
Texas
$277K -$155K -3,270 -43%
PA
255
Procyon Advisors
Connecticut
$275K +$207K +4,360 New
BFG
256
Bleakley Financial Group
New Jersey
$269K +$202K +4,260 New
SS
257
Simplicity Solutions
Minnesota
$269K +$202K +4,260 New
SEI Investments
258
SEI Investments
Pennsylvania
$267K +$200K +4,220 New
CMP
259
Coston McIsaac & Partners
Maine
$265K +$199K +4,200 New
HIC
260
Hartline Investment Corp
Illinois
$261K +$196K +4,140 New
HAG
261
HighPoint Advisor Group
Illinois
$260K +$66.4K +1,400 New
CI Investments Inc
262
CI Investments Inc
Ontario, Canada
$260K +$147K +3,110 +308%
WAM
263
Wolverine Asset Management
Illinois
$253K +$190K +4,000 New
CAM
264
Close Asset Management
United Kingdom
$252K +$19.9K +420 +12%
Carson Wealth (CWM LLC)
265
Carson Wealth (CWM LLC)
Nebraska
$250K +$12.8K +270 +7%
GIA
266
Gladstone Institutional Advisory
Florida
$239K -$110K -2,320 -38%
AWE
267
Avidian Wealth Enterprises
Texas
$236K +$177K +3,740 New
BC
268
BIT Capital
Germany
$230K -$3.59M -75,640 -95%
SIG
269
Stonegate Investment Group
Alabama
$227K +$171K +3,600 New
BCM
270
Brookstone Capital Management
Illinois
$216K +$162K +3,420 New
RCA
271
Riverview Capital Advisers
Massachusetts
$210K +$158K +3,330 New
T2I
272
Turim 21 Investimentos
Brazil
$210K +$141K +2,980 +851%
BB
273
Berkshire Bank
Massachusetts
$208K +$156K +3,300 New
WAP
274
Wealthcare Advisory Partners
Pennsylvania
$207K +$155K +3,280 New
FFA
275
First Foundation Advisors
California
$205K +$154K +3,250 New