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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
551
Weaver Capital Management
Georgia
$608K +$150K +500 +31%
MPWT
552
MassMutual Private Wealth & Trust
Connecticut
$603K +$19.6K +65 +3%
MWM
553
Mosley Wealth Management
California
$598K -$5.72K -19 -1%
CRWM
554
Castle Rock Wealth Management
California
$596K +$531K +1,765 New
MFIM
555
Mesirow Financial Investment Management
Illinois
$594K +$15K +50 +3%
YCM
556
Yousif Capital Management
Michigan
$590K +$36.4K +121 +6%
FWM
557
Foguth Wealth Management
Michigan
$590K +$172K +571 +52%
IW
558
IronOak Wealth
Texas
$587K +$610K +2,026 New
GKWIM
559
Gerber Kawasaki Wealth & Investment Management
California
$584K +$17.2K +57 +3%
AO
560
Advisor OS
Illinois
$584K +$606K +2,015 New
RIL
561
Rothschild Investment LLC
Illinois
$580K -$451K -1,499 -43%
SCM
562
Stonehearth Capital Management
Massachusetts
$580K +$602K +2,002 New
SFI
563
Siemens Fonds Invest
Germany
$580K +$68K +226 +13%
AAM
564
American Asset Management
Florida
$579K
LWM
565
LongView Wealth Management
Georgia
$579K
WAM
566
WealthTrust Asset Management
Florida
$579K
FPCP
567
Fort Point Capital Partners
California
$579K +$123K +410 +26%
FFG
568
Frisch Financial Group
New York
$579K
VFA
569
Valeo Financial Advisors
Indiana
$572K +$462K +1,537 +349%
DIG
570
DeepCurrents Investment Group
New York
$566K +$589K +1,956 New
PFS
571
Prospect Financial Services
New York
$564K +$586K +1,948 New
Empower Advisory Group
572
Empower Advisory Group
Colorado
$562K +$172K +571 +42%
BFS
573
BridgePort Financial Solutions
Iowa
$559K +$701K +2,330 New
ECM
574
Evergreen Capital Management
Washington
$556K
IFWM
575
Institute for Wealth Management
Colorado
$555K +$177K +588 +44%