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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1051
Hughes Financial Services
Virginia
$3.1K -$1.85K -5 -28%
KG
1052
Kilter Group
New York
$2.9K -$5.19K -14 -61%
TLA
1053
Tanglewood Legacy Advisors
Texas
$2.9K – – –
T
1054
Tidemark
California
$2.9K – – –
TIM
1055
Tortoise Investment Management
New York
$2.9K – – –
OC
1056
Oakworth Capital
Alabama
$2.9K +$3.34K +9 New
MG
1057
Mather Group
Illinois
$2.81K +$3.34K +9 New
AS
1058
Altshuler Shaham
Israel
$2.58K +$2.97K +8 New
RWM
1059
Rialto Wealth Management
New York
$2.26K -$742 -2 -22%
EPIMS
1060
Evelyn Partners Investment Management Services
$2.25K – – –
TCM
1061
TD Capital Management
Tennessee
$2.25K – – –
EPW
1062
Evergreen Private Wealth
Colorado
$1.93K – – –
SHIM
1063
Stone House Investment Management
Pennsylvania
$1.93K +$1.11K +3 +100%
AP
1064
Atwood & Palmer
Missouri
$1.61K – – –
CH
1065
Cromwell Holdings
Wyoming
$1.29K -$5.19K -14 -78%
JWA
1066
JFS Wealth Advisors
Pennsylvania
$1.29K – – –
NWM
1067
Nova Wealth Management
Florida
$1.05K -$1.85K -5 -63%
DF
1068
DecisionPoint Financial
Arizona
$1.02K – – –
HWM
1069
Hemington Wealth Management
Virginia
$1K +$1.48K +4 New
CIR
1070
Clear Investment Research
Georgia
$967 – – –
Kayne Anderson Rudnick Investment Management
1071
Kayne Anderson Rudnick Investment Management
California
$967 – – –
IAS
1072
IMA Advisory Services
Colorado
$967 +$1.11K +3 New
CPG
1073
Cornerstone Planning Group
New Jersey
$878 -$87.9K -237 -86%
VWA
1074
Valued Wealth Advisors
Utah
$645 – – –
BFS
1075
Bare Financial Services
Pennsylvania
$644 -$371 -1 -33%