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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
876
Sax Wealth Advisors
New Jersey
$277K +$249K +684 New
PFA
877
Pinnacle Family Advisors
Missouri
$275K +$250K +685 New
ATPW
878
Ashton Thomas Private Wealth
Arizona
$272K -$27.7K -76 -10%
SI
879
Sava Infond
Slovenia
$271K -$29.1K -80 -11%
HIA
880
Harbor Investment Advisory
Maryland
$269K – – –
CPA
881
Cardiff Park Advisors
California
$268K -$16.8K -46 -6%
CA
882
Continuum Advisory
Idaho
$268K +$15.3K +42 +7%
EL
883
EWA LLC
Pennsylvania
$268K +$241K +662 New
SVWAG
884
Sound View Wealth Advisors Group
Georgia
$268K +$241K +662 New
KWMG
885
King Wealth Management Group
Florida
$264K -$21.5K -59 -8%
MSF
886
Mustard Seed Financial
Arkansas
$264K -$192K -527 -45%
NMCM
887
Nicholson Meyer Capital Management
Missouri
$263K +$237K +650 New
FFS
888
Fortress Financial Solutions
Arizona
$263K +$237K +650 New
WEG
889
World Equity Group
Illinois
$260K +$235K +644 New
BFA
890
Beaumont Financial Advisors
Massachusetts
$260K +$235K +644 New
RA
891
Rockingstone Advisors
Massachusetts
$259K +$233K +640 New
RPCONE
892
Retirement Planning Company of New England
Rhode Island
$258K +$232K +638 New
RA
893
RFG Advisory
Alabama
$258K +$232K +638 New
FWP
894
Falcon Wealth Planning
California
$257K +$232K +636 New
P
895
Pitcairn
Pennsylvania
$257K +$232K +636 New
PPWM
896
Paragon Private Wealth Management
Kentucky
$256K +$231K +633 New
EHC
897
Everett Harris & Co
California
$255K +$230K +632 New
MWM
898
Modern Wealth Management
Kansas
$255K +$229K +630 New
AWM
899
Accurate Wealth Management
Florida
$253K +$219K +600 New
HFS
900
Howard Financial Services
Texas
$250K +$225K +619 New