We are live on ! Find out more
MSTR icon

Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
426
Axxcess Wealth Management
California
$275K
CFP
427
Cascade Financial Partners
California
$275K
GC
428
Gilbert & Cook
Iowa
$275K
LWM
429
LongView Wealth Management
Georgia
$275K
MLA
430
MB, Levis & Associates
Pennsylvania
$275K
MFIM
431
Mesirow Financial Investment Management
Illinois
$275K
W
432
Wealthquest
Ohio
$275K
AAM
433
American Asset Management
Florida
$275K +$288K +2,000 New
GHAM
434
Gilman Hill Asset Management
Connecticut
$275K +$288K +2,000 New
PCM
435
Palisade Capital Management
New Jersey
$275K +$288K +2,000 New
WH
436
Wallace Hart
Kentucky
$275K +$288K +2,000 New
FFG
437
Frisch Financial Group
New York
$275K
ACA
438
Aptus Capital Advisors
Alabama
$271K -$1.44K -10 -0.5%
GKWIM
439
Gerber Kawasaki Wealth & Investment Management
California
$270K -$2.88K -20 -1%
HAG
440
HighPoint Advisor Group
Illinois
$265K +$2.88K +20 +1%
ECM
441
Evergreen Capital Management
Washington
$264K +$13K +90 +5%
GVAG
442
Great Valley Advisor Group
Delaware
$263K -$8.64K -60 -3%
YCM
443
Yousif Capital Management
Michigan
$263K +$50.4K +350 +22%
MGP
444
Metis Global Partners
California
$262K +$274K +1,900 New
LPAM
445
Lodestar Private Asset Management
California
$258K
FI
446
Finivi Inc
Massachusetts
$258K +$24.5K +170 +10%
UWS
447
Unique Wealth Strategies
Illinois
$256K
WT
448
Whittier Trust
California
$255K
BJL
449
Brighton Jones LLC
Washington
$254K +$36K +250 +16%
Northwestern Mutual Wealth Management
450
Northwestern Mutual Wealth Management
Wisconsin
$252K +$156K +1,080 +144%