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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
FF
501
Farrell Financial
New York
$860K – – –
AF
502
Allworth Financial
California
$859K +$259K +817 +50%
FIA
503
FNY Investment Advisers
New York
$854K +$941K +2,963 New
WMP
504
Wealth Management Partners
Arizona
$848K -$200K -630 -18%
Kovitz Investment Group Partners
505
Kovitz Investment Group Partners
Illinois
$843K -$160K -503 -15%
DI
506
Diligent Investors
California
$841K +$120K +378 +15%
UCFA
507
United Capital Financial Advisors
Texas
$839K +$197K +620 +27%
FSA
508
Financial Sense Advisors
California
$839K +$924K +2,911 New
YCM
509
Yousif Capital Management
Michigan
$839K +$277K +873 +43%
GSIAS
510
Garden State Investment Advisory Services
New Jersey
$826K +$50.8K +160 +6%
DWM
511
DecisionMap Wealth Management
Virginia
$812K +$1.27K +4 +0.1%
SFA
512
Souders Financial Advisors
Ohio
$804K -$425K -1,339 -32%
MPWT
513
MassMutual Private Wealth & Trust
Connecticut
$790K +$209K +657 +32%
KLCM
514
KG&L Capital Management
Louisiana
$787K +$867K +2,731 New
CFP
515
Curran Financial Partners
South Carolina
$787K – – –
PI
516
PFG Investments
New York
$774K -$135K -424 -14%
UWS
517
Unique Wealth Strategies
Illinois
$770K – – –
MWM
518
Maridea Wealth Management
New York
$768K +$376K +1,183 +80%
MAM
519
Milestone Asset Management
Pennsylvania
$767K +$845K +2,662 New
B
520
Bellecapital
Switzerland
$761K – – –
WP
521
Westmount Partners
California
$756K +$145K +458 +21%
RC
522
Rahlfs Capital
Texas
$752K – – –
SH
523
SLT Holdings
Arizona
$750K +$430K +1,353 +108%
NL
524
NVWM LLC
Pennsylvania
$739K +$635 +2 +0.1%
SC
525
Sapient Capital
Indiana
$724K +$797K +2,510 New