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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
401
Stratos Wealth Advisors
Ohio
$895K -$458K -3,204 -31%
PI
402
PFG Investments
New York
$890K +$117K +817 +13%
PWM
403
Partners Wealth Management
California
$883K +$2.72K +19 +0.3%
TPA
404
Trivium Point Advisory
Connecticut
$882K -$802K -5,609 -44%
SWASL
405
Spartan Wealth Advisory Services LLC
Michigan
$878K +$1.01M +7,036 New
CI
406
Capital International
California
$870K +$251K +1,754 +34%
KRSITF
407
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$867K
FA
408
Faithward Advisors
Pennsylvania
$861K
WPW
409
Waldron Private Wealth
Pennsylvania
$860K -$1.43K -10 -0.1%
CW
410
CreativeOne Wealth
Kansas
$852K +$360K +2,515 +58%
CF
411
Centaurus Financial
California
$849K -$8.01K -56 -0.8%
SIAP
412
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$824K +$185K +1,293 +24%
Jones Financial Companies
413
Jones Financial Companies
Missouri
$821K +$891K +6,233 +2,218%
IA
414
Integrity Alliance
Iowa
$815K +$526K +3,680 +129%
CF
415
Convergence Financial
Missouri
$815K +$467K +3,270 +100%
STA
416
Summit Trail Advisors
New York
$813K +$530K +3,709 +132%
IFWM
417
Institute for Wealth Management
Colorado
$807K +$924K +6,465 New
WDC
418
Woodward Diversified Capital
California
$805K +$119K +833 +21%
MW
419
MBL Wealth
North Carolina
$801K -$13.4K -94 -1%
DIG
420
DeepCurrents Investment Group
New York
$794K +$910K +6,363 New
WWM
421
Walser Wealth Management
Florida
$787K +$105K +732 +13%
MWM
422
Maripau Wealth Management
Indiana
$780K +$102K +717 +13%
CWP
423
Core Wealth Partners
California
$777K -$2.86K -20 -0.3%
TAFW
424
Tred Avon Family Wealth
Maryland
$773K -$388K -2,712 -30%
IP
425
Indivisible Partners
Florida
$767K +$612K +4,284 +230%