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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PPG
751
Peak Planning Group
Colorado
$247K +$256K +852 New
FPGK
752
Financial Partners Group (Kansas)
Kansas
$247K +$256K +851 New
DWG
753
Darden Wealth Group
Michigan
$246K +$256K +850 New
CWM
754
Cordatus Wealth Management
Pennsylvania
$246K +$256K +850 New
PWM
755
Power Wealth Management
Georgia
$241K +$250K +831 New
PWG
756
Portside Wealth Group
Utah
$240K +$250K +830 New
RSWM
757
Robertson Stephens Wealth Management
California
$240K +$249K +829 New
DWAM
758
Duncan Williams Asset Management
Tennessee
$237K +$247K +820 New
SFG
759
Synergy Financial Group
California
$237K +$247K +820 New
MSAM
760
Moloney Securities Asset Management
Missouri
$235K +$245K +813 New
CFG
761
Citizens Financial Group
Rhode Island
$234K +$243K +807 New
JIC
762
Joel Isaacson & Co
New York
$234K +$243K +807 New
Lazard Asset Management
763
Lazard Asset Management
New York
$232K -$5.23M -17,382 -96%
DWP
764
Destiny Wealth Partners
Florida
$232K +$241K +800 New
FCM
765
Firestone Capital Management
Florida
$232K +$241K +800 New
JWM
766
JFG Wealth Management
Colorado
$232K +$241K +800 New
LFS
767
Littlejohn Financial Services
Oregon
$232K +$241K +800 New
SI
768
Sava Infond
Slovenia
$232K +$241K +800 New
SIA
769
Soltis Investment Advisors
Utah
$230K +$239K +795 New
WMA
770
West Michigan Advisors
Michigan
$230K +$239K +794 New
WGC
771
Watts Gwilliam & Co
Arizona
$229K +$202K +672 New
PWS
772
Precision Wealth Strategies
Missouri
$226K +$235K +781 New
SAM
773
Smartleaf Asset Management
Massachusetts
$225K +$116K +384 +107%
LAM
774
Lewis Asset Management
California
$224K +$233K +774 New
SF
775
Summit Financial
New Jersey
$224K +$233K +774 New