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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
826
Thoroughbred Financial Services
Tennessee
$329K -$106K -292 -26%
PFA
827
Pettinga Financial Advisors
Indiana
$328K +$5.83K +16 +2%
OIA
828
OneDigital Investment Advisors
Kansas
$327K -$36.8K -101 -11%
PWS
829
Precision Wealth Strategies
Missouri
$326K +$1.09K +3 +0.4%
FPL
830
Fortress Private Ledger
North Carolina
$326K +$294K +807 New
ABC
831
Associated Banc-Corp
Wisconsin
$325K – – –
WSFS
832
Wilmington Savings Fund Society
Delaware
$325K +$132K +362 +82%
NPFS
833
Novak & Powell Financial Services
Florida
$325K -$109K -300 -27%
I
834
INVST
Indiana
$324K -$53.9K -148 -16%
FCM
835
Firestone Capital Management
Florida
$323K – – –
JWM
836
JFG Wealth Management
Colorado
$323K – – –
LFS
837
Littlejohn Financial Services
Oregon
$323K – – –
YIA
838
YHB Investment Advisors
Connecticut
$319K +$22.6K +62 +9%
PTC
839
Private Trust Company
Ohio
$318K +$214K +587 +294%
PCM
840
Park Capital Management
Wisconsin
$315K +$284K +779 New
MCP
841
Mirador Capital Partners
California
$314K – – –
GS
842
GWN Securities
Florida
$314K +$282K +774 New
FMLI
843
Fukoku Mutual Life Insurance
Japan
$314K +$283K +776 New
NFSG
844
Newbridge Financial Services Group
Florida
$312K -$2.07M -5,675 -88%
BWP
845
Bernardo Wealth Planning
Pennsylvania
$312K +$10.6K +29 +4%
PWC
846
PYA Waltman Capital
Tennessee
$311K – – –
Envestnet Portfolio Solutions
847
Envestnet Portfolio Solutions
Illinois
$309K +$278K +764 New
AF
848
Aldebaran Financial
$308K +$278K +762 New
RCA
849
Runnymede Capital Advisors
Ohio
$306K +$263K +721 +1,949%
PWA
850
Primoris Wealth Advisors
Florida
$303K – – –