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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
551
HB Wealth Management
Georgia
$452K -$156K -676 -19%
PFS
552
Prospect Financial Services
New York
$450K +$69.3K +301 +11%
MWA
553
Monograph Wealth Advisors
California
$446K
GSIAS
554
Garden State Investment Advisory Services
New Jersey
$445K +$15K +65 +2%
CCFM
555
Clear Creek Financial Management
Washington
$444K +$252K +1,093 +60%
HI
556
Harbour Investments
Wisconsin
$442K -$177K -770 -21%
LSIA
557
LaSalle St. Investment Advisors
Illinois
$441K +$130K +565 +24%
AW
558
Ankerstar Wealth
Texas
$437K +$661K +2,873 New
IA
559
Integrity Alliance
Iowa
$433K -$262K -1,138 -29%
OL
560
Odyssean LLC
Connecticut
$432K +$654K +2,842 New
TFGT
561
TS Financial Group (TSFG)
Illinois
$428K +$256K +1,110 +65%
STA
562
Summit Trail Advisors
New York
$426K -$105K -457 -14%
CA
563
CoreCap Advisors
Michigan
$425K +$117K +509 +22%
Fifth Third Bancorp
564
Fifth Third Bancorp
Ohio
$424K -$25.6K -111 -4%
DWM
565
DecisionMap Wealth Management
Virginia
$423K -$9.44K -41 -1%
SIA
566
Soltis Investment Advisors
Utah
$421K -$198K -858 -24%
TCM
567
Twin Capital Management
Pennsylvania
$420K +$636K +2,764 New
Neuberger Berman Group
568
Neuberger Berman Group
New York
$417K -$965K -4,192 -60%
CWP
569
Cyndeo Wealth Partners
Florida
$417K -$300K -1,303 -32%
PS
570
Principal Securities
Iowa
$416K +$147K +640 +31%
AFG
571
Allegheny Financial Group
Pennsylvania
$415K +$8.98K +39 +1%
GCP
572
GSA Capital Partners
United Kingdom
$411K -$6.45K -28 -1%
CFP
573
Curran Financial Partners
South Carolina
$408K
MPWT
574
MassMutual Private Wealth & Trust
Connecticut
$406K -$34.5K -150 -5%
MFG
575
Magnus Financial Group
New York
$406K -$278K -1,209 -31%