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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SS
626
Sunbelt Securities
Texas
$318K +$172K +745 +55%
CPA
627
Cardiff Park Advisors
California
$318K +$306K +1,330 +174%
GVAG
628
Great Valley Advisor Group
Delaware
$317K -$20.5K -89 -4%
A
629
Allianz
Germany
$316K -$373K -1,622 -44%
RFM
630
Royal Fund Management
Florida
$316K +$24.9K +108 +5%
AIA
631
AssuredPartners Investment Advisors
Florida
$315K +$478K +2,075 New
AF
632
Avanza Fonder
Sweden
$312K +$473K +2,055 New
AO
633
Advisor OS
Illinois
$312K -$23.3K -101 -5%
TWM
634
Tanager Wealth Management
United Kingdom
$311K +$59.6K +259 +14%
MAS
635
Meeder Advisory Services
Ohio
$311K -$346K -1,501 -42%
BWM
636
BCS Wealth Management
Tennessee
$308K +$234K +1,015 +100%
CA
637
Clearstead Advisors
Ohio
$306K +$7.83K +34 +2%
KA
638
KLCM Advisors
Wisconsin
$305K +$463K +2,010 New
FFG
639
Frisch Financial Group
New York
$304K
Lazard Asset Management
640
Lazard Asset Management
New York
$304K -$1.22M -5,286 -73%
GHAM
641
Gilman Hill Asset Management
Connecticut
$298K -$694K -3,016 -61%
MCIA
642
Mountain Capital Investment Advisors
Colorado
$295K +$4.83K +21 +1%
TPW
643
TL Private Wealth
Texas
$293K +$428K +1,860 New
VC
644
Veracity Capital
Georgia
$293K +$78.3K +340 +21%
RWMG
645
Redwood Wealth Management Group
New Jersey
$290K +$150K +650 +52%
RCA
646
Riverview Capital Advisers
Massachusetts
$290K
PFPG
647
Pinnacle Financial Partners (Georgia)
Georgia
$289K +$439K +1,905 New
CWM
648
ClientFirst Wealth Management
Arkansas
$289K +$437K +1,900 New
JSSH
649
J. Safra Sarasin Holding
$287K +$435K +1,889 New
LPAM
650
Lodestar Private Asset Management
California
$287K