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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
576
Kiker Wealth Management
Georgia
$796K +$10K +27 +1%
IFWM
577
Institute for Wealth Management
Colorado
$782K +$365K +985 +68%
MWM
578
Modern Wealth Management
Kansas
$775K +$658K +1,774 +282%
PWP
579
Pursue Wealth Partners
California
$773K +$374K +1,009 +73%
LSIA
580
LaSalle St. Investment Advisors
Illinois
$754K +$869K +2,341 New
BFS
581
BridgePort Financial Solutions
Iowa
$751K
BF
582
BOK Financial
Oklahoma
$748K -$1.85K -5 -0.2%
KCFA
583
Key Client Fiduciary Advisors
New Jersey
$740K +$68.6K +185 +9%
CA
584
CoreCap Advisors
Michigan
$738K +$326K +879 +62%
EFG
585
Ethos Financial Group
Pennsylvania
$735K -$95K -256 -10%
WIA
586
Wealthedge Investment Advisors
New York
$731K +$842K +2,269 New
IG
587
ING Group
Netherlands
$718K +$827K +2,229 New
DADC
588
D.A. Davidson & Co
Montana
$713K -$3.71K -10 -0.4%
CCM
589
Coldstream Capital Management
Washington
$708K +$171K +462 +27%
CAI
590
Capital Advisors Inc
Oklahoma
$701K -$63.8K -172 -7%
WCP
591
Wick Capital Partners
Pennsylvania
$700K -$2.23M -6,002 -73%
GVAG
592
Great Valley Advisor Group
Delaware
$699K +$18.2K +49 +2%
NAM
593
NorthCrest Asset Manangement
Minnesota
$699K +$11.5K +31 +1%
GT
594
Greenleaf Trust
Michigan
$695K -$979K -2,639 -55%
AO
595
Advisor OS
Illinois
$694K +$8.53K +23 +1%
SB
596
SIG Brokerage
New York
$677K +$779K +2,101 New
TCBWMS
597
Texas Capital Bank Wealth Management Services
Texas
$676K +$150K +404 +24%
PS
598
Principal Securities
Iowa
$675K +$163K +438 +26%
Empower Advisory Group
599
Empower Advisory Group
Colorado
$675K -$31.2K -84 -4%
PCM
600
Patient Capital Management
Maryland
$674K +$776K +2,092 New