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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SHF
901
Safe Harbor Fiduciary
Florida
$26.6K +$24.7K +82 +820%
FFO
902
Fortitude Family Office
Arizona
$26.1K – – –
DF
903
Dunhill Financial
United Kingdom
$25.7K +$26.8K +89 New
IWP
904
IAG Wealth Partners
Wisconsin
$25.2K +$26.2K +87 New
RTC
905
Riverview Trust Company
Washington
$25.2K +$26.2K +87 New
QCG
906
Quadrant Capital Group
Ohio
$24.9K +$23.2K +77 +856%
TAM
907
Tucker Asset Management
Colorado
$24K +$25K +83 New
CTA
908
Colonial Trust Advisors
South Carolina
$23.2K – – –
AT
909
Arlington Trust
Alabama
$23.2K +$12K +40 +100%
OP
910
ORG Partners
Indiana
$21.7K +$22.6K +75 New
MCM
911
MV Capital Management
Maryland
$21.1K +$4.21K +14 +24%
MA
912
Montag & Associates
Georgia
$20.3K +$21.1K +70 New
AFM
913
Aspetuck Financial Management
Connecticut
$20.3K +$21.1K +70 New
GWSA
914
Global Wealth Strategies & Associates
Colorado
$20.3K +$21.1K +70 New
PMFA
915
Plante Moran Financial Advisors
Michigan
$20K +$8.73K +29 +73%
CM
916
Caption Management
Oklahoma
$20K +$20.8K +69 New
MWA
917
Medallion Wealth Advisors
Connecticut
$18.5K +$19.3K +64 New
MAM
918
Meeder Asset Management
Ohio
$17.7K -$13.5K -45 -42%
QL
919
Quarry LP
New York
$17.4K -$103K -341 -85%
PPA
920
Painted Porch Advisors
California
$17.4K – – –
T
921
Transce3nd
Texas
$16.8K +$17.5K +58 New
HPC
922
HM Payson & Co
Maine
$15.9K -$13.5K -45 -45%
CWM
923
CarsonAllaria Wealth Management
Illinois
$15.3K -$14.1K -47 -47%
SO
924
Sierra Ocean
California
$15.3K +$15.9K +53 New
AWM
925
AllSquare Wealth Management
New York
$14.5K – – –