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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
551
HB Wealth Management
Georgia
$269K -$258K -1,779 -37%
KF
552
Krilogy Financial
Missouri
$268K +$36.9K +254 +9%
CA
553
Cornerstone Advisory
Maryland
$268K +$447K +3,080 New
FGP
554
Freestone Grove Partners
California
$267K +$445K +3,069 New
PA
555
Parallel Advisors
California
$265K -$68.7K -473 -13%
MA
556
Mutual Advisors
Nebraska
$264K -$4.64K -32 -1%
KWM
557
Keebeck Wealth Management
Illinois
$264K -$91.2K -628 -17%
UCFA
558
United Capital Financial Advisors
Texas
$263K -$113K -779 -20%
RRA
559
Red Reef Advisors
Florida
$263K -$10.5K -72 -2%
KCFA
560
Key Client Fiduciary Advisors
New Jersey
$263K +$121K +831 +38%
CI
561
Cigna Investments
Connecticut
$262K +$16.5K +114 +4%
BSCCG
562
Blue Sky Capital Consultants Group
California
$262K -$2.39M -16,432 -85%
SI
563
Sava Infond
Slovenia
$261K +$43.5K +300 +11%
QWP
564
Quotient Wealth Partners
Texas
$260K +$18.3K +126 +4%
HI
565
Harbour Investments
Wisconsin
$257K -$124K -855 -22%
GSIAS
566
Garden State Investment Advisory Services
New Jersey
$257K – – –
MWA
567
Monograph Wealth Advisors
California
$255K – – –
MPWT
568
MassMutual Private Wealth & Trust
Connecticut
$254K +$4.5K +31 +1%
NWMG
569
National Wealth Management Group
Ohio
$254K -$2.47K -17 -0.6%
SIA
570
Soltis Investment Advisors
Utah
$251K -$13.9K -96 -3%
AO
571
Advisor OS
Illinois
$250K -$16.3K -112 -4%
CAG
572
Carroll Advisory Group
Texas
$247K -$86.8K -598 -17%
EGM
573
Engineers Gate Manager
New York
$247K +$412K +2,840 New
VAS
574
Vestmark Advisory Solutions
Massachusetts
$245K +$410K +2,824 New
CWP
575
Cyndeo Wealth Partners
Florida
$245K -$27K -186 -6%
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