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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
501
Harbour Investments
Wisconsin
$1.18M -$236K -635 -15%
HWM
502
HB Wealth Management
Georgia
$1.18M +$218K +588 +19%
SIA
503
Soltis Investment Advisors
Utah
$1.17M +$1.03M +2,767 +321%
HCM
504
Howard Capital Management
Georgia
$1.15M +$1.33M +3,584 New
MAS
505
Meeder Advisory Services
Ohio
$1.14M +$23K +62 +2%
PCM
506
Pennsylvania Capital Management
Pennsylvania
$1.11M +$742 +2 +0.1%
YCM
507
Yousif Capital Management
Michigan
$1.11M +$119K +320 +10%
VFA
508
Valeo Financial Advisors
Indiana
$1.1M -$27.1K -73 -2%
AI
509
AXS Investments
New York
$1.1M +$50.8K +137 +4%
CGPCS
510
Capital Group Private Client Services
California
$1.07M -$4.25M -11,442 -78%
LW
511
Lauer Wealth
Indiana
$1.06M +$692K +1,865 +109%
RWM
512
Ritholtz Wealth Management
New York
$1.06M +$556K +1,499 +84%
RBI
513
Raiffeisen Bank International
Austria
$1.06M +$756K +2,038 +170%
STA
514
Summit Trail Advisors
New York
$1.05M +$121K +327 +11%
CF
515
Convergence Financial
Missouri
$1.05M +$37.5K +101 +3%
B
516
Bellecapital
Switzerland
$1.04M +$123K +332 +11%
VT
517
Vise Technologies
New York
$1.03M -$44.1K -119 -4%
MTWM
518
Masso Torrence Wealth Management
New Jersey
$1.03M -$37.1K -100 -3%
GIM
519
Glenmede Investment Management
Pennsylvania
$1.03M -$18.9K -51 -2%
TWM
520
Tradition Wealth Management
Minnesota
$1.03M +$24.5K +66 +2%
PI
521
PFG Investments
New York
$1.02M +$206K +556 +21%
MIC
522
Means Investment Company
Maine
$1.02M -$8.16K -22 -0.7%
SM
523
STF Management
Texas
$1.01M +$11.1K +30 +1%
PA
524
Parallel Advisors
California
$1.01M -$337K -908 -23%
FF
525
Farrell Financial
New York
$999K – – –
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