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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
426
Convergence Financial
Missouri
$568K – – –
EWS
427
Evergreen Wealth Solutions
Pennsylvania
$568K +$105K +722 +14%
BRWA
428
B. Riley Wealth Advisors
Florida
$560K +$151K +1,042 +21%
BMSSC
429
B. Metzler seel. Sohn & Co
Germany
$559K -$306K -2,111 -25%
CWP
430
Core Wealth Partners
California
$559K +$30.9K +213 +3%
FA
431
Fiduciary Alliance
South Carolina
$558K -$6.26M -43,097 -87%
RBI
432
Raiffeisen Bank International
Austria
$554K +$841K +5,792 +3,081%
SB
433
SIG Brokerage
New York
$551K -$214K -1,473 -19%
QCM
434
QRG Capital Management
Illinois
$544K +$35.9K +247 +4%
NL
435
NWAM LLC
Washington
$543K +$114K +786 +14%
LCM
436
LCM Capital Management
Illinois
$534K -$290K -2,000 -25%
CFA
437
Capstone Financial Advisors
Illinois
$531K -$1.03M -7,117 -54%
TWM
438
Tradition Wealth Management
Minnesota
$531K +$41.1K +283 +5%
TFG
439
Turner Financial Group
Florida
$527K +$879K +6,057 New
AWM
440
Axxcess Wealth Management
California
$522K -$893K -6,155 -51%
CW
441
CreativeOne Wealth
Kansas
$521K -$121K -835 -12%
EP
442
E6 Portfolios
Utah
$520K +$216K +1,488 +33%
FWM
443
Finer Wealth Management
Massachusetts
$518K +$3.63K +25 +0.4%
VCP
444
Verus Capital Partners
Arizona
$505K -$23.1K -159 -3%
BCMLT
445
Beacon Capital Management LLC (Tennessee)
Tennessee
$505K +$18.6K +128 +2%
FT
446
Fiduciary Trust
Massachusetts
$501K -$435 -3 -0.1%
AWA
447
Arkadios Wealth Advisors
Georgia
$501K -$230K -1,585 -22%
HT
448
Headlands Technologies
Illinois
$500K -$12.8M -88,424 -94%
LA
449
Lifeworks Advisors
Michigan
$499K -$25.7K -177 -3%
CFCI
450
Comprehensive Financial Consultants Institutional
Indiana
$495K +$12.2K +84 +1%
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