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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
476
KeyBank National Association
Ohio
$600K +$286 +2 +0%
MGIA
477
Moneta Group Investment Advisors
Missouri
$599K +$420K +2,940 +158%
IPW
478
Invictus Private Wealth
Colorado
$597K +$214K +1,500 +46%
S
479
SignatureFD
Georgia
$594K +$340K +2,379 +100%
IAS
480
Insigneo Advisory Services
Florida
$593K +$250K +1,751 +58%
FAM
481
Flaharty Asset Management
Florida
$593K +$325K +2,275 +92%
OPW
482
Oxler Private Wealth
New York
$591K +$8.29K +58 +1%
BIG
483
Brooklyn Investment Group
New York
$580K +$665K +4,649 New
UAS
484
United Asset Strategies
New York
$568K +$77.8K +544 +14%
EP
485
E6 Portfolios
Utah
$561K +$102K +717 +19%
SW
486
Simplicity Wealth
New Jersey
$560K +$58.6K +410 +10%
HIP
487
HUB Investment Partners
Texas
$557K +$411K +2,876 +181%
CM
488
Capula Management
Cayman Islands
$556K -$17.4M -121,832 -96%
CII
489
Capital International Inc
California
$556K +$184K +1,286 +41%
CIM
490
Cambria Investment Management
California
$553K +$633K +4,431 New
PVI
491
Pine Valley Investments
New Jersey
$553K +$17K +119 +3%
LSIA
492
LaSalle St. Investment Advisors
Illinois
$549K +$214K +1,495 +51%
SFS
493
Sowell Financial Services
Arkansas
$548K +$19.6K +137 +3%
Kovitz Investment Group Partners
494
Kovitz Investment Group Partners
Illinois
$547K +$9.72K +68 +2%
AWM
495
Aviso Wealth Management
Washington
$540K
EWA
496
EP Wealth Advisors
California
$540K -$5.58K -39 -0.9%
PPC
497
Pennington Partners & Co
Maryland
$535K +$613K +4,287 New
MWM
498
Mosley Wealth Management
California
$534K +$2.57K +18 +1%
BFM
499
Boothbay Fund Management
New York
$533K -$629K -4,400 -51%
AF
500
Abound Financial
California
$531K -$29.2K -204 -5%