STRATEGY SHS shareholder history

Current and past STRATEGY SHS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Patriot Financial Group Insurance Agency, LLC 23230.02%0.13%0.22%Q1 2018Q3 202323
LPL Financial LLC 21210.00%0.01%0.03%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
CWM, LLC 1280.00%0.00%0.00%Q3 2018Q3 202320
IFP Advisors, Inc 1310.00%0.00%0.01%Q1 2016Q3 202319
Cambridge Investment Research Advisors, Inc. 19190.00%0.02%0.04%Q1 2019Q3 202319
Citadel Advisors 610.00%0.00%0.00%Q1 2020Q3 202318
Investors Research Corp 18180.00%0.02%0.03%Q2 2019Q3 202318
BENJAMIN F. EDWARDS & COMPANY, INC. 17170.00%0.01%0.02%Q3 2019Q3 202317
WELLS FARGO & COMPANY/MN 1070.00%0.00%0.00%Q2 2019Q3 202317
Cetera Advisors LLC 1160.01%0.03%0.07%Q1 2019Q3 202317
BELLEVUE ASSET MANAGEMENT, LLC 16160.01%0.02%0.04%Q4 2019Q3 202316
PNC FINANCIAL SERVICES GROUP, INC. 16160.00%0.00%0.00%Q4 2019Q3 202316
BEAM WEALTH ADVISORS, INC. 16160.26%0.72%1.24%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.01%0.02%Q1 2020Q3 202315
Geneos Wealth Management Inc. 1230.00%0.00%0.00%Q1 2018Q3 202315
JANE STREET GROUP, LLC 510.00%0.00%0.00%Q1 2018Q3 202314
American Portfolios Advisors 13130.00%0.03%0.07%Q3 2019Q3 202213
CREATIVE FINANCIAL DESIGNS INC /ADV 13130.00%0.01%0.01%Q3 2020Q3 202313
UBS Group AG 510.00%0.00%0.00%Q4 2018Q3 202312
Capital Advisory Group Advisory Services, LLC 12120.26%0.69%1.11%Q4 2020Q3 202312
Cetera Advisor Networks LLC 1110.00%0.01%0.02%Q2 2020Q3 202312
Accel Wealth Management 12120.02%0.80%1.13%Q4 2020Q3 202312
Asset Dedication, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Private Advisor Group, LLC 1110.00%0.02%0.06%Q3 2018Q3 202312
Berger Financial Group, Inc 12120.13%1.09%1.64%Q4 2020Q3 202312
AdvisorNet Financial, Inc 12120.00%0.03%0.06%Q4 2020Q3 202312
Dynamic Advisor Solutions LLC 12120.02%0.13%0.22%Q4 2020Q3 202312
First Horizon Advisors, Inc. 12120.00%0.00%0.00%Q3 2018Q2 202112
AVANTAX ADVISORY SERVICES, INC. 11110.01%0.01%0.02%Q1 2021Q3 202311
Sowell Financial Services LLC 650.01%0.05%0.09%Q4 2020Q3 202311
Global Retirement Partners, LLC 740.01%0.01%0.01%Q4 2020Q3 202311
Glassman Wealth Services 11110.01%0.02%0.02%Q1 2021Q3 202311
Newbridge Financial Services Group, Inc. 11110.05%0.08%0.11%Q1 2021Q3 202311
Executive Wealth Management, LLC 11110.04%0.04%0.05%Q1 2021Q3 202311
FMR LLC 510.00%0.00%0.00%Q4 2018Q3 202311
TSFG, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Advisory Services Network, LLC 920.00%0.01%0.01%Q3 2020Q2 202311
COMMONWEALTH EQUITY SERVICES, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
HHM Wealth Advisors, LLC 11110.02%0.02%0.03%Q1 2021Q3 202311
Advisory Alpha, LLC 11110.01%0.05%0.08%Q1 2021Q3 202311
MML INVESTORS SERVICES, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 11110.31%1.50%2.17%Q1 2021Q3 202311
AE Wealth Management LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
Kovack Advisors, Inc. 11110.03%0.15%0.23%Q1 2021Q3 202311
MASSMUTUAL TRUST CO FSB/ADV 11110.01%0.01%0.01%Q2 2021Q4 202311
HARBOUR INVESTMENTS, INC. 640.01%0.13%0.19%Q1 2021Q3 202310
J.W. COLE ADVISORS, INC. 910.03%0.04%0.06%Q3 2020Q3 202310
MORGAN STANLEY 10100.00%0.00%0.00%Q2 2021Q3 202310
Cetera Investment Advisers 10100.01%0.01%0.02%Q2 2021Q3 202310
Institute for Wealth Management, LLC. 10100.04%0.05%0.06%Q2 2021Q3 202310
Western Wealth Management, LLC 820.02%0.05%0.08%Q1 2021Q3 202310
SeaCrest Wealth Management, LLC 10100.03%0.04%0.06%Q3 2020Q4 202210
CENTRAL TRUST Co 10100.00%0.00%0.00%Q1 2021Q2 202310
Cadent Capital Advisors, LLC 10100.13%0.50%0.79%Q2 2021Q3 202310
Spire Wealth Management 910.00%0.02%0.07%Q1 2021Q3 202310
Koshinski Asset Management, Inc. 10100.02%0.05%0.11%Q1 2021Q2 202310
ENVESTNET ASSET MANAGEMENT INC 10100.00%0.00%0.00%Q2 2021Q3 202310
North Star Investment Management Corp. 990.00%0.00%0.00%Q3 2021Q3 20239
Prospera Financial Services Inc 410.01%0.02%0.02%Q3 2020Q2 20239
Allworth Financial LP 720.00%0.01%0.04%Q2 2021Q3 20239
Capital Advisors, Ltd. LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Retirement Group, LLC 720.02%0.04%0.11%Q1 2021Q3 20239
Clearview Wealth Advisors LLC 810.00%0.28%0.39%Q2 2021Q3 20239
St. Johns Investment Management Company, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
LINCOLN NATIONAL CORP 990.00%0.01%0.01%Q3 2021Q3 20239
Mutual Advisors, LLC 990.01%0.02%0.02%Q3 2021Q3 20239
Creative Planning 880.00%0.00%0.00%Q4 2021Q3 20238
RATIONAL ADVISORS LLC 710.05%0.33%0.49%Q1 2018Q1 20208
O'ROURKE & COMPANY, Inc 880.18%0.20%0.22%Q4 2021Q3 20238
Johnson Financial Group, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 410.02%0.03%0.04%Q4 2020Q3 20238
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.00%Q1 2020Q3 20238
BANK OF MONTREAL /CAN/ 620.00%0.00%0.00%Q3 2021Q3 20238
Steward Partners Investment Advisory, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Realta Investment Advisors 880.12%0.15%0.24%Q4 2021Q3 20238
Virtu Financial LLC 420.02%0.03%0.04%Q1 2021Q3 20238
WNY Asset Management, LLC 880.11%0.16%0.21%Q4 2021Q3 20238
Key Client Fiduciary Advisors, LLC 880.19%0.32%0.50%Q4 2021Q3 20238
BANK OF AMERICA CORP /DE/ 880.00%0.00%0.00%Q4 2021Q3 20238
AlphaStar Capital Management, LLC 880.04%0.06%0.10%Q3 2020Q2 20228
Atria Wealth Solutions, Inc. 770.02%0.06%0.13%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
GPS Wealth Strategies Group, LLC 770.02%0.05%0.08%Q4 2021Q2 20237
Insight Wealth Strategies, LLC 770.05%0.06%0.08%Q1 2022Q3 20237
RFG Advisory, LLC 770.04%0.05%0.06%Q1 2022Q3 20237
WEDBUSH SECURITIES INC 520.01%0.02%0.02%Q4 2021Q3 20237
NewEdge Advisors, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Brookstone Capital Management 770.00%0.01%0.01%Q2 2021Q4 20227
Core Wealth Advisors, Inc. 770.03%0.08%0.10%Q1 2021Q3 20227
CULLEN/FROST BANKERS, INC. 770.00%0.00%0.00%Q1 2021Q3 20227
Hexagon Capital Partners LLC 770.00%0.00%0.00%Q1 2022Q3 20237
AlphaMark Advisors, LLC 770.00%0.02%0.04%Q1 2022Q3 20237
Regal Investment Advisors LLC 770.04%0.06%0.08%Q2 2021Q4 20227
ICA Group Wealth Management, LLC 770.05%0.06%0.06%Q1 2022Q3 20237
Belpointe Asset Management LLC 420.00%0.01%0.02%Q3 2021Q1 20236
Wealthspire Advisors, LLC 660.01%0.01%0.01%Q4 2021Q1 20236
SIMPLEX TRADING, LLC 330.00%0.00%0.00%Q2 2021Q1 20236
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 660.03%0.03%0.04%Q2 2022Q3 20236
Wagner Wealth Management, LLC 420.00%0.06%0.12%Q1 2021Q3 20226
Financial Architects, Inc 420.09%0.10%0.12%Q4 2021Q2 20236
Visionary Wealth Advisors 660.03%0.08%0.18%Q4 2021Q1 20236
Ausdal Financial Partners, Inc. 660.06%0.10%0.13%Q2 2022Q3 20236
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.00%0.00%0.00%Q3 2018Q4 20196
HB Wealth Management, LLC 660.00%0.00%0.01%Q1 2022Q2 20236
Stegent Equity Advisors, Inc. 660.25%0.32%0.43%Q4 2021Q1 20236
CreativeOne Wealth, LLC 660.02%0.05%0.07%Q4 2020Q1 20226
GODSEY & GIBB, INC 210.00%0.00%0.00%Q2 2021Q2 20236
Capital Analysts, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
MONEY CONCEPTS CAPITAL CORP 660.00%0.02%0.02%Q4 2021Q1 20236
Householder Group Estate & Retirement Specialist, LLC 410.08%0.17%0.20%Q4 2021Q3 20236
FinTrust Capital Advisors, LLC 660.01%0.01%0.01%Q2 2021Q3 20226
Kestra Advisory Services, LLC 550.00%0.02%0.08%Q4 2021Q4 20225
Pensionmark Financial Group, LLC 550.06%0.21%0.26%Q3 2021Q3 20225
Balboa Wealth Partners 550.13%0.42%0.66%Q3 2022Q3 20235
TRUIST FINANCIAL CORP 310.00%0.00%0.00%Q4 2021Q2 20235
CALTON & ASSOCIATES, INC. 550.04%0.17%0.43%Q1 2021Q1 20225
IVC Wealth Advisors LLC 550.14%0.15%0.17%Q3 2022Q3 20235
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.00%Q2 2021Q2 20225
Tradition Wealth Management, LLC 550.00%0.00%0.01%Q3 2021Q3 20225
Aptus Capital Advisors, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
BerganKDV Wealth Management, LLC 550.03%0.03%0.03%Q2 2022Q2 20235
Financial Advocates Investment Management 550.02%0.03%0.03%Q1 2021Q1 20225
Focused Wealth Management, Inc 550.00%0.00%0.00%Q3 2021Q3 20225
ROYAL BANK OF CANADA 310.00%0.00%0.00%Q1 2021Q4 20225
CoreCap Advisors, LLC 550.02%0.02%0.03%Q4 2021Q4 20225
Atria Investments, Inc 550.03%0.03%0.05%Q1 2022Q1 20235
Asset Allocation Strategies LLC 442.82%4.07%5.30%Q4 2022Q3 20234
NEXT Financial Group, Inc 440.03%0.04%0.04%Q1 2021Q4 20214
Bellwether Advisors, LLC 440.20%0.23%0.25%Q4 2021Q3 20224
Kades & Cheifetz LLC 440.97%1.42%2.40%Q4 2022Q3 20234
Apollon Wealth Management, LLC 440.05%0.07%0.08%Q4 2022Q3 20234
Capital Investment Advisory Services, LLC 440.02%0.02%0.03%Q2 2021Q1 20224
Ahrens Investment Partners LLC 310.04%0.05%0.06%Q4 2021Q1 20234
First Capital Advisors Group, LLC. 440.01%0.03%0.05%Q3 2022Q2 20234
Larson Financial Group LLC 220.00%0.01%0.03%Q3 2021Q3 20234
Retirement Solution Inc. 440.16%0.23%0.28%Q3 2021Q2 20224
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Blue Trust, Inc. 440.00%0.00%0.00%Q2 2022Q1 20234
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
RESOLUTE FINANCIAL, LLC 330.18%0.25%0.30%Q4 2021Q2 20223
RITHOLTZ WEALTH MANAGEMENT 330.01%0.01%0.02%Q1 2022Q3 20223
Farther Finance Advisors, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
Spectrum Management Group, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Integrated Advisors Network LLC 330.01%0.02%0.02%Q2 2021Q4 20213
DCM Advisors, LLC 330.09%0.11%0.13%Q1 2021Q3 20213
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
Qube Research & Technologies Ltd 330.00%0.01%0.01%Q2 2021Q4 20213
Sunbelt Securities, Inc. 330.00%0.01%0.01%Q1 2023Q3 20233
Carroll Financial Associates, Inc. 210.00%0.00%0.00%Q1 2021Q4 20213
Cape Investment Advisory, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
HighTower Advisors, LLC 210.00%0.00%0.00%Q4 2021Q3 20233
Trivant Custom Portfolio Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Wealthcare Advisory Partners LLC 330.01%0.02%0.02%Q2 2021Q4 20213
Concord Wealth Partners 330.00%0.00%0.00%Q4 2021Q2 20223
Lowe Wealth Advisors, LLC 220.00%0.00%0.01%Q1 2022Q2 20222
FLAGSTAR ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20222
AXXCESS WEALTH MANAGEMENT, LLC 110.10%0.13%0.16%Q4 2021Q3 20222
Cherry Creek Investment Advisors, Inc. 220.40%0.41%0.42%Q1 2022Q2 20222
HM PAYSON & CO 110.00%0.00%0.00%Q3 2022Q1 20232
Laird Norton Wetherby Trust Company, LLC 220.03%0.04%0.04%Q1 2022Q2 20222
LEVEL FOUR ADVISORY SERVICES, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q4 2021Q2 20232
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q3 20222
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Narwhal Capital Management 220.05%0.07%0.08%Q4 2021Q1 20222
THOROUGHBRED FINANCIAL SERVICES, LLC 220.06%0.06%0.06%Q4 2021Q1 20222
True Capital Management 220.17%0.18%0.19%Q4 2022Q1 20232
SALEM INVESTMENT COUNSELORS INC 220.00%0.00%0.00%Q3 2021Q4 20212
MGO ONE SEVEN LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Ridgewood Investments LLC 220.05%0.05%0.05%Q1 2023Q2 20232
LexAurum Advisors, LLC 220.34%0.42%0.51%Q3 2019Q4 20192
Janney Montgomery Scott LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Sterling Investment Advisors, Ltd. 220.01%0.01%0.01%Q1 2022Q2 20222
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q3 2020Q3 20212
Wealth Quarterback LLC 220.00%0.00%0.00%Q2 2021Q3 20212
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
Sargent Bickham Lagudis LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Herold Advisors, Inc. 110.00%0.00%0.01%Q3 2021Q1 20222
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Keystone Financial Group 220.05%0.06%0.06%Q2 2023Q3 20232
Lake Point Wealth Management 220.00%0.00%0.00%Q1 2022Q2 20222
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q3 20232
CITIGROUP INC 220.00%0.00%0.00%Q1 2021Q2 20212
Charter Oak Capital Management, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
REILLY FINANCIAL ADVISORS, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Delta Investment Management, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
FormulaFolio Investments, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
DOLIVER ADVISORS, LP 110.16%0.16%0.16%Q3 2021Q3 20211
BluePath Capital Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Consolidated Portfolio Review Corp 110.05%0.05%0.05%Q2 2023Q2 20231
Copperleaf Capital, LLC 110.26%0.26%0.26%Q1 2023Q1 20231
Mariner, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Kellett Wealth Advisors, LLC 110.26%0.26%0.26%Q4 2021Q4 20211
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q3 2022Q3 20221
ROVIN CAPITAL /UT/ /ADV 110.24%0.24%0.24%Q3 2021Q3 20211
COLDSTREAM CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q4 2021Q4 20211
Oxler Private Wealth LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Bison Wealth, LLC 110.12%0.12%0.12%Q1 2022Q1 20221
Advisor Group, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.01%0.01%0.01%Q1 2022Q1 20221
Retireful, LLC 110.92%0.92%0.92%Q2 2023Q2 20231
Stratos Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
All Season Financial Advisors, Inc. 111.21%1.21%1.21%Q4 2021Q4 20211
Covington Capital Management 110.00%0.00%0.00%Q1 2022Q1 20221
WealthBridge Capital Management, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
M Holdings Securities, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
OLD MISSION CAPITAL LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Widmann Financial Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Strategic Financial Concepts, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q2 2022Q2 20221
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Commonwealth Financial Services, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Hudock, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
WEST PACES ADVISORS INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Joseph P. Lucia & Associates, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Key FInancial Inc 110.10%0.10%0.10%Q1 2022Q1 20221
Urban Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
GeoWealth Management, LLC 110.42%0.42%0.42%Q3 2023Q3 20231
Your Advocates Ltd., LLP 110.08%0.08%0.08%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
SILVER OAK SECURITIES, INCORPORATED 111.00%1.00%1.00%Q1 2022Q1 20221
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2023Q2 20231
Future Financial Wealth Managment LLC 110.08%0.08%0.08%Q1 2022Q1 20221
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q4 2021Q4 20211
KINGSWOOD WEALTH ADVISORS, LLC 110.12%0.12%0.12%Q2 2023Q2 20231
External links

This page lists all the filers that currently own STRATEGY SHS or have owned STRATEGY SHS in the past.