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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CF
651
Crosspoint Financial
California
$649K – – –
CFG
652
Certior Financial Group
Pennsylvania
$649K +$364 +1 +0.1%
CCM
653
Consolidated Capital Management
California
$647K -$56.1K -154 -9%
MLA
654
MB, Levis & Associates
Pennsylvania
$647K – – –
AA
655
Armis Advisers
Georgia
$643K +$1.09K +3 +0.2%
OMIC
656
Old Mission Investment Co
Michigan
$643K +$200K +550 +53%
FIM
657
FWL Investment Management
Texas
$642K +$578K +1,587 New
OCM
658
One Capital Management
California
$639K +$576K +1,581 New
UAS
659
United Asset Strategies
New York
$639K +$576K +1,580 New
TFGT
660
TS Financial Group (TSFG)
Illinois
$637K +$7.65K +21 +1%
GS
661
GTS Securities
Florida
$635K -$3.05M -8,362 -84%
RDWM
662
Red Door Wealth Management
Tennessee
$634K – – –
RWMG
663
Redwood Wealth Management Group
New Jersey
$629K +$135K +370 +31%
FI
664
Finivi Inc
Massachusetts
$616K +$11.7K +32 +2%
IAG
665
Innovative Advisory Group
Massachusetts
$615K +$98K +269 +21%
CI Investments Inc
666
CI Investments Inc
Ontario, Canada
$615K +$168K +462 +44%
XF
667
XML Financial
Maryland
$610K +$3.64K +10 +0.7%
PFS
668
Prospect Financial Services
New York
$610K -$132K -363 -19%
CTC
669
Central Trust Company
Missouri
$606K -$11.7K -32 -2%
GI
670
GLOBALT Investments
Georgia
$600K +$8.74K +24 +2%
APW
671
Aventura Private Wealth
Florida
$596K +$18.2K +50 +4%
CCFM
672
Clear Creek Financial Management
Washington
$596K +$117K +322 +28%
SCM
673
Sterling Capital Management
North Carolina
$595K -$3.89M -10,673 -88%
DA
674
Dillon & Associates
Michigan
$594K -$18.6K -51 -3%
CWM
675
Congress Wealth Management
Massachusetts
$593K +$207K +567 +63%