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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
676
Basecamp Wealth Advisors
Washington
$39.2K -$22.8K -157 -26%
MFT
677
Moisand Fitzgerald Tamayo
Florida
$38.3K – – –
MIM
678
MTM Investment Management
South Carolina
$38.2K – – –
SWM
679
SHP Wealth Management
Massachusetts
$37.7K -$143K -983 -69%
VSQM
680
V-Square Quantitative Management
Illinois
$37.5K +$8.27K +57 +15%
EWM
681
Evermay Wealth Management
Virginia
$37.1K – – –
MA
682
MCF Advisors
Kentucky
$35.4K -$14.5K -100 -20%
BWL
683
Bogart Wealth LLC
Virginia
$33.4K -$145 -1 -0.3%
DJSG
684
D.J. St. Germain
Massachusetts
$32.5K – – –
CLOS
685
Compagnie Lombard Odier SCmA
Switzerland
$32.2K -$1.4M -9,625 -96%
CAL
686
Capital Advisors Ltd
Ohio
$31K -$1.45K -10 -3%
AW
687
Ankerstar Wealth
Texas
$30.3K -$403K -2,779 -89%
CAM
688
Chesapeake Asset Management
New York
$29.8K +$45.4K +313 +869%
FCAS
689
First Command Advisory Services
Texas
$29.7K +$44.9K +309 +936%
ZBNA
690
Zions Bancorporation, National Association
Utah
$28.3K +$21.6K +149 +84%
AssetMark Inc
691
AssetMark Inc
California
$28.3K -$95.8K -660 -67%
GP
692
Guardian Partners
Canada
$28.3K +$47.2K +325 New
BT
693
Banque Transatlantique
France
$28K -$18.1K -125 -31%
MAS
694
MPWM Advisory Solutions
Georgia
$27.8K – – –
PWPS
695
Pinnacle Wealth Planning Services
Ohio
$26.7K -$37.2K -256 -45%
NSIM
696
North Star Investment Management
Illinois
$26.1K -$4.79K -33 -10%
CA
697
Continuum Advisory
Idaho
$26.1K +$43.5K +300 New
WTC
698
WhitTier Trust Company
Nevada
$25.6K +$7.26K +50 +23%
AA
699
Ancora Advisors
Ohio
$25.2K +$22.2K +153 +112%
TCM
700
Triumph Capital Management
Colorado
$24.5K +$7.4K +51 +22%