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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
501
Ritholtz Wealth Management
New York
$531K +$608K +4,254 New
ECM
502
Evergreen Capital Management
Washington
$530K +$94.3K +660 +18%
BF
503
Bonfire Financial
Colorado
$525K
CCIA
504
Campbell & Co Investment Adviser
Maryland
$520K -$1.7M -11,873 -74%
LW
505
Lauer Wealth
Indiana
$519K +$164K +1,145 +39%
Neuberger Berman Group
506
Neuberger Berman Group
New York
$517K +$200K +1,397 +51%
IFO
507
Independent Family Office
New York
$512K
VFA
508
Valeo Financial Advisors
Indiana
$512K +$322K +2,249 +122%
NFG
509
Nations Financial Group
Iowa
$511K -$2.59M -18,088 -82%
YCM
510
Yousif Capital Management
Michigan
$507K +$78.3K +548 +16%
CB
511
Commerce Bank
Missouri
$505K +$71K +497 +14%
FFA
512
First Foundation Advisors
California
$498K
BP
513
Ballentine Partners
Massachusetts
$497K +$96.4K +674 +20%
SAI
514
Savvy Advisors Inc
New York
$496K -$15.7K -110 -3%
CTC
515
Central Trust Company
Missouri
$494K -$9.01K -63 -2%
DWS
516
Discipline Wealth Solutions
South Carolina
$490K +$250K +1,750 +80%
C1AG
517
Client 1st Advisory Group
Florida
$488K +$33K +231 +6%
ECM
518
Everence Capital Management
Indiana
$485K +$555K +3,884 New
WA
519
Waverly Advisors
Alabama
$483K -$148K -1,034 -21%
SAM
520
Silvercrest Asset Management
New York
$479K +$9.29K +65 +2%
HI
521
Harbour Investments
Wisconsin
$476K +$129K +904 +31%
UCFA
522
United Capital Financial Advisors
Texas
$475K +$88.9K +622 +20%
FPCP
523
Fort Point Capital Partners
California
$474K +$4.72K +33 +0.9%
LNWTC
524
Laird Norton Wetherby Trust Company
Washington
$464K +$102K +714 +24%
MAS
525
Meeder Advisory Services
Ohio
$461K +$236K +1,651 +81%