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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
NRW
751
Nova R Wealth
Kansas
$253K +$263K +873 New
CPA
752
Capital Performance Advisors
California
$252K +$213K +708 +437%
PPG
753
Peak Planning Group
Colorado
$247K +$256K +852 New
FPGK
754
Financial Partners Group (Kansas)
Kansas
$247K +$256K +851 New
DWG
755
Darden Wealth Group
Michigan
$246K +$256K +850 New
CWM
756
Cordatus Wealth Management
Pennsylvania
$246K +$256K +850 New
PWM
757
Power Wealth Management
Georgia
$241K +$250K +831 New
PWG
758
Portside Wealth Group
Utah
$240K +$250K +830 New
RSWM
759
Robertson Stephens Wealth Management
California
$240K +$249K +829 New
DWAM
760
Duncan Williams Asset Management
Tennessee
$237K +$247K +820 New
SFG
761
Synergy Financial Group
California
$237K +$247K +820 New
MSAM
762
Moloney Securities Asset Management
Missouri
$235K +$245K +813 New
CFG
763
Citizens Financial Group
Rhode Island
$234K +$243K +807 New
JIC
764
Joel Isaacson & Co
New York
$234K +$243K +807 New
Lazard Asset Management
765
Lazard Asset Management
New York
$232K -$5.23M -17,382 -96%
DWP
766
Destiny Wealth Partners
Florida
$232K +$241K +800 New
FCM
767
Firestone Capital Management
Florida
$232K +$241K +800 New
JWM
768
JFG Wealth Management
Colorado
$232K +$241K +800 New
LFS
769
Littlejohn Financial Services
Oregon
$232K +$241K +800 New
SI
770
Sava Infond
Slovenia
$232K +$241K +800 New
SIA
771
Soltis Investment Advisors
Utah
$230K +$239K +795 New
WMA
772
West Michigan Advisors
Michigan
$230K +$239K +794 New
WGC
773
Watts Gwilliam & Co
Arizona
$229K +$202K +672 New
PWS
774
Precision Wealth Strategies
Missouri
$226K +$235K +781 New
SAM
775
Smartleaf Asset Management
Massachusetts
$225K +$116K +384 +107%