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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
VFG
901
Victory Financial Group
Texas
$247K +$223K +612 New
TWM
902
TSA Wealth Management
Texas
$246K +$221K +608 New
JEST
903
JTC Employer Solutions Trustee
Jersey
$243K – – –
DWG
904
Darden Wealth Group
Michigan
$243K +$219K +600 New
GH
905
GAM Holding
Switzerland
$243K +$219K +600 New
HFAS
906
Hummer Financial Advisory Services
Illinois
$243K +$219K +600 New
JSSH
907
J. Safra Sarasin Holding
$243K +$219K +600 New
BTI
908
Blue Trust Inc
Georgia
$242K -$365K -1,002 -63%
MYAM
909
Meiji Yasuda Asset Management
Japan
$242K -$914K -2,509 -81%
ICM
910
III Capital Management
Florida
$238K +$215K +590 New
WA
911
WPG Advisers
Maryland
$238K +$13.8K +38 +7%
RSWM
912
Robertson Stephens Wealth Management
California
$237K +$214K +587 New
BFA
913
Beacon Financial Advisory
Ohio
$237K +$213K +586 New
KP
914
Keel Point
Alabama
$236K +$213K +584 New
CFD
915
Creative Financial Designs
Indiana
$235K -$44.8K -123 -17%
WP
916
Westmount Partners
California
$234K -$745K -2,045 -78%
GC
917
Grimes & Company
Massachusetts
$233K +$210K +577 New
SEIA
918
Signature Estate & Investment Advisors
California
$232K -$102K -281 -33%
VH
919
Visionary Horizons
Tennessee
$232K +$209K +575 New
MAWA
920
Moss Adams Wealth Advisors
Washington
$230K +$208K +570 New
EWM
921
Evermay Wealth Management
Virginia
$230K -$4.01K -11 -2%
CM
922
Capula Management
Cayman Islands
$229K -$473M -1,299,433 -100%
CIA
923
Capital Investment Advisors
Georgia
$229K -$222K -610 -52%
POIA
924
Pin Oak Investment Advisors
Texas
$228K +$81.2K +223 +39%
FAM
925
Formidable Asset Management
Ohio
$227K – – –