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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
ZI
576
ZEGA Investments
Florida
$555K +$472K +1,570 New
RCA
577
Riverview Capital Advisers
Massachusetts
$553K -$36.7K -122 -6%
LCWM
578
Legacy Capital Wealth Management
Texas
$552K +$574K +1,906 New
CFP
579
Cascade Financial Partners
California
$550K -$30.1K -100 -5%
LSIA
580
LaSalle St. Investment Advisors
Illinois
$542K +$564K +1,874 New
LPAM
581
Lodestar Private Asset Management
California
$542K – – –
AFP
582
Ausdal Financial Partners
Iowa
$539K +$169K +563 +43%
HCM
583
Hollencrest Capital Management
California
$538K -$15.3K -51 -3%
NB
584
Norinchukin Bank
Japan
$538K +$559K +1,859 New
WT
585
Whittier Trust
California
$536K -$12K -40 -2%
A
586
Allianz
Germany
$530K +$527K +1,750 New
WANY
587
Wealthspire Advisors (New York)
New York
$529K +$549K +1,826 New
CT
588
Chicago Trust
Illinois
$529K +$7.52K +25 +1%
GVAG
589
Great Valley Advisor Group
Delaware
$528K -$147K -488 -21%
RWM
590
Revisor Wealth Management
Ohio
$527K -$475K -1,577 -47%
PF
591
Phoenix Financial
Israel
$512K -$110K -367 -17%
SAF
592
Smith Anglin Financial
Texas
$508K +$528K +1,756 New
GFG
593
Greenbush Financial Group
New York
$507K +$527K +1,750 New
CI
594
Cigna Investments
Connecticut
$498K +$37.6K +125 +8%
TCBWMS
595
Texas Capital Bank Wealth Management Services
Texas
$490K +$509K +1,693 New
BJL
596
Brighton Jones LLC
Washington
$487K +$7.22K +24 +1%
OIA
597
OneDigital Investment Advisors
Kansas
$484K +$503K +1,670 New
VPWA
598
Vestia Personal Wealth Advisors
Indiana
$483K +$501K +1,666 New
MCCA
599
Mill Creek Capital Advisors
Pennsylvania
$479K +$79.7K +265 +19%
FFB
600
First Financial Bankshares
Texas
$472K – – –
22 23
24
25 26