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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
UW
626
Unique Wealth
Florida
$455K +$111K +349 +28%
PCM
627
Presidio Capital Management
California
$453K – – –
RDWM
628
Red Door Wealth Management
Tennessee
$452K +$117K +369 +31%
EWM
629
Empirical Wealth Management
Washington
$449K -$386K -1,215 -44%
IFWM
630
Institute for Wealth Management
Colorado
$449K -$114K -360 -19%
TFGT
631
TS Financial Group (TSFG)
Illinois
$448K +$214K +675 +77%
DA
632
Doliver Advisors
Texas
$447K +$492K +1,550 New
QCM
633
QRG Capital Management
Illinois
$446K -$724K -2,280 -60%
TWM
634
Tradition Wealth Management
Minnesota
$444K +$76.8K +242 +19%
CWIG
635
Chung Wu Investment Group
Texas
$442K -$445K -1,400 -48%
CTC
636
Central Trust Company
Missouri
$442K +$92.1K +290 +23%
DA
637
Dillon & Associates
Michigan
$438K +$146K +461 +43%
BJL
638
Brighton Jones LLC
Washington
$436K -$54.6K -172 -10%
Koshinski Asset Management
639
Koshinski Asset Management
Illinois
$433K -$15.9K -50 -3%
HI
640
Hoey Investments
Pennsylvania
$432K – – –
XF
641
XML Financial
Maryland
$432K – – –
FI
642
Finivi Inc
Massachusetts
$430K -$585K -1,842 -55%
WAAG
643
Wealth Alliance Advisory Group
Kansas
$424K – – –
GI
644
GLOBALT Investments
Georgia
$421K -$23.8K -75 -5%
AIS
645
AM Investment Strategies
Tennessee
$418K -$210K -660 -31%
ALAM
646
Asahi Life Asset Management
Japan
$412K +$454K +1,430 New
APW
647
Aventura Private Wealth
Florida
$411K +$25.4K +80 +6%
CCM
648
Crew Capital Management
Ohio
$410K +$86.7K +273 +24%
GFG
649
GR Financial Group
Arizona
$409K +$161K +508 +56%
SPA
650
Sherbrooke Park Advisers
New York
$408K +$450K +1,416 New