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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
251
Glassman Wealth Services
Virginia
$55K +$2.12K +30 +4%
AWC
252
Abundance Wealth Counselors
Pennsylvania
$48K +$49.4K +700 New
SWM
253
Spire Wealth Management
Virginia
$45K +$50.2K +710 New
GFP
254
Gryphon Financial Partners
Ohio
$38K +$39.6K +560 New
ASN
255
Advisory Services Network
Georgia
$37K +$33.9K +480 +686%
CLOS
256
Compagnie Lombard Odier SCmA
Switzerland
$34K +$35.3K +500 New
LFG
257
Larson Financial Group
Missouri
$33K +$33.9K +480 New
IA
258
IFP Advisors
Florida
$31K +$31.1K +440 New
TCWM
259
Total Clarity Wealth Management
Illinois
$27K +$28.3K +400 New
MIFH
260
Migdal Insurance & Financial Holdings
Israel
$26K -$31.1K -440 -53%
RCA
261
Ranch Capital Advisors
Florida
$26K +$27.5K +390 New
CFGS
262
Concourse Financial Group Securities
Alabama
$25K +$2.12K +30 +9%
TWM
263
Tradition Wealth Management
Minnesota
$24K +$4.24K +60 +20%
SFSIG
264
San Francisco Sentry Investment Group
California
$22K +$22.6K +320 New
GAM
265
Gemmer Asset Management
California
$16K – – –
MC
266
Maverick Capital
Texas
$16K +$16.2K +230 New
VCM
267
Versant Capital Management
Arizona
$15K -$16.2K -230 -51%
PFBT
268
Parkside Financial Bank & Trust
Missouri
$15K – – –
TSW
269
Thompson Siegel & Walmsley
Virginia
$10K -$11M -155,280 -100%
CFA
270
Carroll Financial Associates
North Carolina
$10K – – –
BCA
271
Berman Capital Advisors
Georgia
$9K +$9.89K +140 New
TWA
272
TCI Wealth Advisors
Arizona
$8K +$8.48K +120 New
HFM
273
Harvest Fund Management
China
$8K +$9.18K +130 New
TFO
274
Tarbox Family Office
California
$7K – – –
BCH
275
Berkshire Capital Holdings
California
$7K +$7.06K +100 New
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