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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
726
SOA Wealth Advisors
New York
$138K +$143K +1,000 +935%
GJIA
727
Glass Jacobson Investment Advisors
Maryland
$135K – – –
CPG
728
Cornerstone Planning Group
New Jersey
$129K +$60.9K +426 +161%
ICM
729
Ionic Capital Management
New York
$127K -$57.6K -403 -28%
AssetMark Inc
730
AssetMark Inc
California
$123K +$85.5K +598 +155%
SCM
731
Sterling Capital Management
North Carolina
$121K -$14.6K -102 -10%
VCM
732
Versant Capital Management
Arizona
$113K +$101K +707 +350%
SA
733
Strategic Advocates
Utah
$113K -$987K -6,906 -88%
CFD
734
Creative Financial Designs
Indiana
$110K -$7.72K -54 -6%
NS
735
NBC Securities
Alabama
$103K +$715 +5 +0.6%
AFC
736
Ares Financial Consulting
California
$97.6K +$114K +795 New
DWP
737
Destiny Wealth Partners
Florida
$96.3K +$110K +772 New
PF
738
PlanVest Financial
Maryland
$95.6K +$110K +766 New
BTI
739
Blue Trust Inc
Georgia
$93.3K +$26.4K +185 +33%
AWM
740
Abound Wealth Management
Tennessee
$93.2K – – –
GSEP
741
Golden State Equity Partners
California
$88.1K +$101K +706 New
PTC
742
Private Trust Company
Ohio
$87.5K +$28.6K +200 +40%
MPG
743
My Portfolio Guide
California
$83.4K +$95.5K +668 New
AUB
744
Atlantic Union Bankshares
Virginia
$83.1K +$14.3K +100 +18%
WBC
745
Westpac Banking Corp
Australia
$81.9K – – –
TWC
746
TD Waterhouse Canada
Ontario, Canada
$79.4K +$23.4K +164 +34%
BWA
747
Basecamp Wealth Advisors
Washington
$75.9K -$2.29K -16 -3%
SGK
748
Steigerwald Gordon & Koch
Virginia
$75.5K +$79.6K +557 +1,160%
WA
749
WPG Advisers
Maryland
$75.4K +$5.86K +41 +7%
JEST
750
JTC Employer Solutions Trustee
Jersey
$75K – – –