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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1126
Concord Wealth Partners
Virginia
$4.04K – – –
PWA
1127
Principia Wealth Advisory
Texas
$4.04K +$729 +2 +25%
RWM
1128
Rialto Wealth Management
New York
$3.64K +$1.46K +4 +80%
T
1129
Tidemark
California
$3.64K -$264K -725 -99%
TLA
1130
Tanglewood Legacy Advisors
Texas
$3.64K – – –
RTL
1131
Red Tortoise LLC
Georgia
$3.64K +$3.28K +9 New
TIM
1132
Tortoise Investment Management
New York
$3.64K +$3.28K +9 New
NWM
1133
Nova Wealth Management
Florida
$3.16K +$2.91K +8 New
EPIMS
1134
Evelyn Partners Investment Management Services
$2.83K – – –
PA
1135
Pineridge Advisors
Missouri
$2.83K – – –
TCM
1136
TD Capital Management
Tennessee
$2.83K – – –
WA
1137
Whipplewood Advisors
Colorado
$2.42K -$15.7K -43 -88%
EPW
1138
Evergreen Private Wealth
Colorado
$2.42K +$2.19K +6 New
AP
1139
Atwood & Palmer
Missouri
$2.02K – – –
FMP
1140
Financial Management Professionals
Texas
$2.02K +$364 +1 +25%
EWP
1141
Elevation Wealth Partners
California
$1.62K – – –
JWA
1142
JFS Wealth Advisors
Pennsylvania
$1.62K +$729 +2 +100%
Jones Financial Companies
1143
Jones Financial Companies
Missouri
$1.54K +$1.46K +4 New
BFS
1144
Bare Financial Services
Pennsylvania
$1.21K – – –
CIR
1145
Clear Investment Research
Georgia
$1.21K – – –
Kayne Anderson Rudnick Investment Management
1146
Kayne Anderson Rudnick Investment Management
California
$1.21K +$1.09K +3 New
MSWA
1147
Marshall & Sterling Wealth Advisors
New York
$1.21K +$1.09K +3 New
SC
1148
Stephens Consulting
Michigan
$1.21K +$1.09K +3 New
SHIM
1149
Stone House Investment Management
Pennsylvania
$1.21K +$1.09K +3 New
PEAK6
1150
PEAK6
Illinois
$1.16K -$56.3M -154,609 -100%