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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
301
Visionary Wealth Advisors
Illinois
$1.05M +$140K +981 +19%
Cerity Partners
302
Cerity Partners
New York
$1.04M +$882K +6,170 New
DILIC
303
Dai-ichi Life Insurance Company
Japan
$1.01M
CFA
304
Capstone Financial Advisors
Illinois
$987K +$65K +455 +8%
SCM
305
Sterling Capital Management
North Carolina
$973K +$825K +5,770 New
WA
306
Waverly Advisors
Alabama
$970K -$49.5K -346 -6%
ACA
307
Aptus Capital Advisors
Alabama
$969K +$540K +3,777 +192%
CAG
308
Csenge Advisory Group
Florida
$961K -$457K -3,200 -41%
AF
309
Advisornet Financial
Minnesota
$941K -$52.9K -370 -6%
Marshall Wace
310
Marshall Wace
United Kingdom
$928K +$787K +5,503 New
MFG
311
Merit Financial Group
Georgia
$924K +$226K +1,580 +41%
SWM
312
SeaCrest Wealth Management
New York
$917K +$37K +259 +5%
Thrivent Financial for Lutherans
313
Thrivent Financial for Lutherans
Minnesota
$912K +$286K +2,000 +59%
EWS
314
Evergreen Wealth Solutions
Pennsylvania
$910K
CWP
315
Core Wealth Partners
California
$910K +$100K +700 +15%
BCI
316
Brinker Capital Investments
Pennsylvania
$903K +$435K +3,043 +132%
OPS
317
Orion Portfolio Solutions
Nebraska
$903K +$435K +3,043 +132%
SIAP
318
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$899K
HIC
319
Hartline Investment Corp
Illinois
$897K +$108K +752 +16%
SEC
320
Seven Eight Capital
New York
$881K -$3.73M -26,124 -83%
NL
321
NWAM LLC
Washington
$880K +$16K +112 +2%
IMCOOI
322
Investment Management Corp of Ontario (IMCO)
Canada
$877K +$315K +2,200 +73%
DADC
323
D.A. Davidson & Co
Montana
$874K +$23.6K +165 +3%
KPWS
324
Kestra Private Wealth Services
Texas
$868K -$372K -2,603 -34%
CIBC Private Wealth Group
325
CIBC Private Wealth Group
Georgia
$858K -$3.29M -22,991 -82%