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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
UWS
701
Unique Wealth Strategies
Illinois
$208K -$71.5K -500 -23%
FG
702
Foster Group
Iowa
$207K +$237K +1,659 New
CC
703
Citrine Capital
California
$207K +$11.3K +79 +5%
DM
704
Diversified Management
Wisconsin
$206K +$236K +1,650 New
WC
705
Waterloo Capital
Texas
$205K +$235K +1,643 New
AHL
706
Abel Hall LLC
Louisiana
$205K +$234K +1,640 New
PWC
707
PYA Waltman Capital
Tennessee
$203K
HSA
708
HBK Sorce Advisory
Pennsylvania
$202K +$154K +1,078 New
CWM
709
Centurion Wealth Management
Virginia
$202K
WFA
710
WJ Financial Advisors
Connecticut
$200K +$229K +1,605 New
MLA
711
MB, Levis & Associates
Pennsylvania
$200K
HCM
712
Hollencrest Capital Management
California
$196K +$2K +14 +0.9%
APW
713
Aventura Private Wealth
Florida
$190K +$7.15K +50 +3%
AP
714
Advisors Preferred
Maryland
$187K
PCM
715
Penserra Capital Management
California
$184K +$6.43K +45 +3%
IWP
716
IAG Wealth Partners
Wisconsin
$181K +$165K +1,152 +381%
SWM
717
SHP Wealth Management
Massachusetts
$177K +$143K +1,000 +240%
KFA
718
Kelleher Financial Advisors
New York
$174K +$61.5K +430 New
HI
719
Horizon Investments
North Carolina
$162K +$61.6K +431 +49%
CI
720
CX Institutional
Indiana
$161K +$108K +752 +139%
Los Angeles Capital Management
721
Los Angeles Capital Management
California
$153K -$8.55M -59,797 -98%
EPIME
722
Evelyn Partners Investment Management (Europe)
$150K
RF
723
Rossby Financial
Florida
$149K +$715 +5 +0.4%
SA
724
Scarborough Advisors
Maryland
$145K +$166K +1,161 New
SWA
725
SOA Wealth Advisors
New York
$138K +$143K +1,000 +935%