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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
751
Pinnacle Wealth Planning Services
Ohio
$70.3K +$24.4K +171 +44%
BFS
752
Burkett Financial Services
South Carolina
$70.1K +$44.6K +312 +125%
TFIPS
753
Towarzystwo Funduszy Inwestycyjnych PZU SA
$68K – – –
POIA
754
Pin Oak Investment Advisors
Texas
$68K -$93.8K -656 -55%
FP
755
Financial Perspectives
Minnesota
$67.5K – – –
ISWM
756
Intesa Sanpaolo Wealth Management
$67.4K – – –
HWM
757
HighMark Wealth Management
Minnesota
$66.4K +$49.6K +347 +188%
NEWAS
758
N.E.W. Advisory Services
Wisconsin
$65.1K – – –
HNB
759
Huntington National Bank
Ohio
$64.5K +$26.2K +183 +55%
MA
760
MCF Advisors
Kentucky
$63.3K -$4.58K -32 -6%
BWM
761
BigSur Wealth Management
Florida
$62.4K – – –
WAG
762
Wilkerson Advisory Group
Missouri
$62.1K +$42.6K +298 +149%
CSB
763
City State Bank
Iowa
$59.9K +$32.9K +230 +92%
RFG
764
REAP Financial Group
Texas
$56.8K – – –
MFT
765
Moisand Fitzgerald Tamayo
Florida
$55K – – –
MIM
766
MTM Investment Management
South Carolina
$54.9K -$287K -2,008 -82%
EWM
767
Evermay Wealth Management
Virginia
$53.3K – – –
BT
768
Banque Transatlantique
France
$49.5K +$49.3K +345 +575%
BWL
769
Bogart Wealth LLC
Virginia
$48K +$2.14K +15 +4%
DJSG
770
D.J. St. Germain
Massachusetts
$46.7K +$28.2K +197 +111%
AWM
771
Activest Wealth Management
Florida
$46.7K +$52K +364 +3,640%
VSQM
772
V-Square Quantitative Management
Illinois
$46.7K +$53.5K +374 New
CAL
773
Capital Advisors Ltd
Ohio
$46K -$3.72K -26 -7%
OWA
774
Opal Wealth Advisors
New York
$44.3K +$50.7K +355 New
VC
775
Vestor Capital
Illinois
$42K -$108K -753 -69%