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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
MFT
776
Moisand Fitzgerald Tamayo
Florida
$67K – – –
EWM
777
Evermay Wealth Management
Virginia
$64.9K – – –
SWM
778
SHP Wealth Management
Massachusetts
$63.2K +$96K +417 New
SSG
779
Summit Securities Group
New York
$62K +$93.9K +408 New
SWP
780
Strategic Wealth Partners
Ohio
$60.5K -$12.2K -53 -12%
CAL
781
Capital Advisors Ltd
Ohio
$60K +$3.22K +14 +4%
PWPS
782
Pinnacle Wealth Planning Services
Ohio
$59.6K +$90.2K +392 New
AssetMark Inc
783
AssetMark Inc
California
$58.8K -$166K -719 -65%
EPIMS
784
Evelyn Partners Investment Management Services
$58.8K +$87.5K +380 +5,429%
BWL
785
Bogart Wealth LLC
Virginia
$56.2K +$230 +1 +0.3%
FAMI
786
Fideuram Asset Management (Ireland)
$55.8K +$38.2K +166 New
MAS
787
MPWM Advisory Solutions
Georgia
$53.2K +$73.7K +320 +1,067%
MHR
788
Matthew Hamilton Rosenberg
$51.8K – – –
VC
789
Vestor Capital
Illinois
$51K +$170K +737 +208%
HNB
790
Huntington National Bank
Ohio
$50.8K -$29.9K -130 -28%
FHA
791
Flagship Harbor Advisors
Massachusetts
$48K -$157K -681 -68%
RAM
792
Reflection Asset Management
South Carolina
$47.7K +$72.3K +314 New
EWA
793
EQ Wealth Advisors
Texas
$46.6K +$70.7K +307 New
NSIM
794
North Star Investment Management
Illinois
$46.5K +$1.38K +6 +2%
IWP
795
IAG Wealth Partners
Wisconsin
$45.9K +$41.4K +180 +148%
CLOS
796
Compagnie Lombard Odier SCmA
Switzerland
$44.8K -$4.6K -20 -6%
HIA
797
Harbor Investment Advisory
Maryland
$44.1K -$86.3K -375 -56%
Jones Financial Companies
798
Jones Financial Companies
Missouri
$42.7K +$64.7K +281 New
CPG
799
Cornerstone Planning Group
New Jersey
$41.8K +$51.8K +225 +577%
VR
800
Vision Retirement
New Jersey
$40.7K +$61.7K +268 New