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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
526
Resolute Advisors
California
$722K +$292K +919 +58%
PGFC
527
Peapack-Gladstone Financial Corp
New Jersey
$722K +$9.53K +30 +1%
PVI
528
Pine Valley Investments
New Jersey
$718K -$28.6K -90 -3%
DC
529
Davenport & Co
Virginia
$715K +$22.9K +72 +3%
SWM
530
SeaCrest Wealth Management
New York
$713K +$55.6K +175 +8%
PL
531
Plancorp LLC
Missouri
$712K -$4.13K -13 -0.5%
JSL
532
JT Stratford LLC
Georgia
$705K +$339K +1,068 +78%
BAM
533
Belpointe Asset Management
Nevada
$697K +$768K +2,418 New
CDDEC
534
Caisse Des Depots Et Consignations
France
$693K +$763K +2,404 New
KWM
535
Kiker Wealth Management
Georgia
$690K -$30.2K -95 -4%
IPAM
536
Investment Partners Asset Management
New Jersey
$683K – – –
AAS
537
Ameritas Advisory Services
Nebraska
$682K -$3.1M -9,766 -81%
CAI
538
Capital Advisors Inc
Oklahoma
$677K +$2.86K +9 +0.4%
HWA
539
Heritage Wealth Advisors
Virginia
$674K -$99.7K -314 -12%
BFS
540
BridgePort Financial Solutions
Iowa
$672K – – –
CI
541
Cigna Investments
Connecticut
$668K +$189K +596 +35%
PSFG
542
Park Square Financial Group
Georgia
$660K -$37.8K -119 -5%
MAS
543
Meeder Advisory Services
Ohio
$654K +$248K +781 +53%
AI
544
AXS Investments
New York
$653K -$39.4K -124 -5%
SB
545
Strategic Blueprint
Georgia
$652K -$206K -650 -22%
SCM
546
Stonehearth Capital Management
Massachusetts
$636K +$64.8K +204 +10%
RFM
547
Royal Fund Management
Florida
$632K +$347K +1,092 +99%
LSIA
548
LaSalle St. Investment Advisors
Illinois
$616K +$83.5K +263 +14%
AAP
549
Arax Advisory Partners
Colorado
$613K +$503K +1,585 +292%
MFIM
550
Mesirow Financial Investment Management
Illinois
$610K +$20.6K +65 +3%
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