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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
776
Evermay Wealth Management
Virginia
$64.9K
SWM
777
SHP Wealth Management
Massachusetts
$63.2K +$96K +417 New
SSG
778
Summit Securities Group
New York
$62K +$93.9K +408 New
SWP
779
Strategic Wealth Partners
Ohio
$60.5K -$12.2K -53 -12%
CAL
780
Capital Advisors Ltd
Ohio
$60K +$3.22K +14 +4%
PWPS
781
Pinnacle Wealth Planning Services
Ohio
$59.6K +$90.2K +392 New
AssetMark Inc
782
AssetMark Inc
California
$58.8K -$166K -719 -65%
EPIMS
783
Evelyn Partners Investment Management Services
$58.8K +$87.5K +380 +5,429%
BWL
784
Bogart Wealth LLC
Virginia
$56.2K +$230 +1 +0.3%
FAMI
785
Fideuram Asset Management (Ireland)
$55.8K +$38.2K +166 New
MAS
786
MPWM Advisory Solutions
Georgia
$53.2K +$73.7K +320 +1,067%
MHR
787
Matthew Hamilton Rosenberg
$51.8K
VC
788
Vestor Capital
Illinois
$51K +$170K +737 +208%
HNB
789
Huntington National Bank
Ohio
$50.8K -$29.9K -130 -28%
FHA
790
Flagship Harbor Advisors
Massachusetts
$48K -$157K -681 -68%
RAM
791
Reflection Asset Management
South Carolina
$47.7K +$72.3K +314 New
EWA
792
EQ Wealth Advisors
Texas
$46.6K +$70.7K +307 New
NSIM
793
North Star Investment Management
Illinois
$46.5K +$1.38K +6 +2%
IWP
794
IAG Wealth Partners
Wisconsin
$45.9K +$41.4K +180 +148%
CLOS
795
Compagnie Lombard Odier SCmA
Switzerland
$44.8K -$4.6K -20 -6%
HIA
796
Harbor Investment Advisory
Maryland
$44.1K -$86.3K -375 -56%
Jones Financial Companies
797
Jones Financial Companies
Missouri
$42.7K +$64.7K +281 New
CPG
798
Cornerstone Planning Group
New Jersey
$41.8K +$51.8K +225 +577%
VR
799
Vision Retirement
New Jersey
$40.7K +$61.7K +268 New
IUHSA
800
Itau Unibanco Holding S.A.
Brazil
$39.8K +$60.3K +262 New