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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
501
DecisionMap Wealth Management
Virginia
$815K +$846K +2,813 New
SAW
502
Signal Advisors Wealth
Michigan
$805K +$836K +2,779 New
EWM
503
Empirical Wealth Management
Washington
$803K +$97.2K +323 +13%
DADC
504
D.A. Davidson & Co
Montana
$797K -$732K -2,433 -47%
HWM
505
HB Wealth Management
Georgia
$797K +$258K +858 +46%
CFP
506
Curran Financial Partners
South Carolina
$790K +$193K +641 +31%
GSIAS
507
Garden State Investment Advisory Services
New Jersey
$783K +$22.6K +75 +3%
PL
508
Polianta Ltd
Jersey
$781K -$1.53M -5,100 -65%
UWS
509
Unique Wealth Strategies
Illinois
$773K +$301K +1,000 +60%
HWA
510
Heritage Wealth Advisors
Virginia
$768K +$798K +2,653 New
EAM
511
Evanson Asset Management
California
$765K -$108K -358 -12%
B
512
Bellecapital
Switzerland
$765K -$1.96M -6,529 -71%
RC
513
Rahlfs Capital
Texas
$756K +$785K +2,610 New
RCM
514
Raleigh Capital Management
North Carolina
$752K +$782K +2,598 New
PVI
515
Pine Valley Investments
New Jersey
$748K +$777K +2,582 New
NL
516
NVWM LLC
Pennsylvania
$742K +$756K +2,511 +4,829%
FCM
517
Fieldview Capital Management
Michigan
$738K +$767K +2,549 New
DI
518
Diligent Investors
California
$735K +$764K +2,539 New
MYAM
519
Meiji Yasuda Asset Management
Japan
$727K +$93.3K +310 +14%
S
520
SignatureFD
Georgia
$722K +$562K +1,867 +298%
KWM
521
Kiker Wealth Management
Georgia
$721K +$749K +2,488 New
PL
522
Plancorp LLC
Missouri
$719K +$66.2K +220 +10%
PGFC
523
Peapack-Gladstone Financial Corp
New Jersey
$717K +$37.6K +125 +5%
LFG
524
Larson Financial Group
Missouri
$712K +$215K +715 +41%
Northwestern Mutual Wealth Management
525
Northwestern Mutual Wealth Management
Wisconsin
$703K +$269K +894 +58%