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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
676
Red Door Wealth Management
Tennessee
$511K +$6.31K +17 +1%
OCM
677
One Capital Management
California
$509K
CC
678
Citrine Capital
California
$509K -$140K -378 -19%
UW
679
Unique Wealth
Florida
$507K -$30.1K -81 -5%
AGM
680
Alpine Global Management
New York
$506K -$26.3K -71 -4%
HCM
681
Hollencrest Capital Management
California
$503K -$352K -948 -38%
APP
682
Avantax Planning Partners
Iowa
$502K +$131K +353 +29%
PWG
683
Portside Wealth Group
Utah
$500K +$39.3K +106 +7%
CWM
684
Calamos Wealth Management
Illinois
$498K +$574K +1,547 New
WP
685
Westmount Partners
California
$497K +$331K +891 +154%
SCM
686
Sterling Capital Management
North Carolina
$489K +$17.1K +46 +3%
BCP
687
Berkeley Capital Partners
Georgia
$485K +$46K +124 +9%
PPWP
688
Premier Path Wealth Partners
New Jersey
$482K +$126K +339 +29%
CWIG
689
Chung Wu Investment Group
Texas
$480K -$53.8K -145 -9%
GI
690
GLOBALT Investments
Georgia
$476K -$2.97K -8 -0.5%
APW
691
Aventura Private Wealth
Florida
$475K -$371 -1 -0.1%
FAM
692
Flaharty Asset Management
Florida
$469K +$540K +1,455 New
WAAG
693
Wealth Alliance Advisory Group
Kansas
$467K
PF
694
Phoenix Financial
Israel
$465K +$148K +398 +38%
DAS
695
Diversify Advisory Services
Utah
$458K +$360K +970 +128%
IA
696
IFG Advisory
Georgia
$456K +$29.7K +80 +6%
FRA
697
Frank Rimerman Advisors
California
$449K -$365K -984 -41%
SB
698
Strategic Blueprint
Georgia
$448K -$13.7K -37 -3%
VF
699
Vista Finance
Missouri
$447K +$132K +355 +34%
AA
700
Alta Advisers
United Kingdom
$446K +$102K +275 +25%