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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Strategy

LUBBOCK, TX
CRD: 290104
In network coverage since September 9, 2026 · 16+ stories
$142MRegulatory AUMSEC Form ADV · Oct 24
5EmployeesForm ADV
Regulatory AUM · Aug 22 – Oct 24
Network coverage
Practice management

Only 17% of firms make the referral ask a defined step

F2 Strategy's August survey of 30 firms found new clients drove 63% of organic growth, with referrals as the top tactic.
Adoption · Oct 24Preferred sales financed purchases of 136,000 bitcoin
The Wrap · Oct 16MSCI finalizes index rules that could remove Strategy and Metaplanet from global equity indexes
Adoption · Oct 16MSCI finalizes rules that could remove Strategy and Metaplanet from global equity indexes
Adoption · Oct 13Strive announces $500 million perpetual preferred sale
Digital Assets · Oct 12Strategy buys $21 million of bitcoin, its fifth purchase since August
The Wrap · Oct 8Securitize to launch tokenized US stocks on Solana backed one-to-one by shares
Tokenization · Oct 8Securitize launches tokenized US stocks on Solana backed 1:1 by shares
Tokenization · Oct 5OKXICE files SEC plan for a 24/7 tokenized market in 60-plus US stocks
Adoption · Oct 5Metaplanet sold 10,000 bitcoin and bought 11,000, ending the third quarter at 44,000
Adoption · Sep 21Strategy's bitcoin buys are capped by its preferred dividend load
The Tape · Sep 21A tripling call for bitcoin ETFs rests on allocators, not wrappers
Adoption · Sep 21Strategy's bitcoin buys are now the residual of its preferred stack
Adoption · Sep 18Strip Strategy out and the corporate treasury bid vanishes
The Tape · Sep 10The 2x shelf is an inventory business; churn is the product
The Tape · Sep 9Duplicate 2x longs crowd the leveraged ETF leaderboard
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