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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
LPAM
576
Lodestar Private Asset Management
California
$539K – – –
MWM
577
Maripau Wealth Management
Indiana
$539K +$225K +709 +61%
GKWIM
578
Gerber Kawasaki Wealth & Investment Management
California
$538K -$47.9K -151 -7%
SMC
579
Smith, Moore & Co
Missouri
$536K +$274K +862 +86%
LW
580
Lauer Wealth
Indiana
$536K +$446K +1,405 New
RF
581
Rossby Financial
Florida
$535K – – –
TF
582
Trek Financial
Arizona
$529K +$157K +494 +37%
CRWM
583
Castle Rock Wealth Management
California
$528K -$4.45K -14 -0.8%
CAMG
584
CWA Asset Management Group
Florida
$525K +$121K +380 +26%
AFP
585
Ausdal Financial Partners
Iowa
$521K -$17.5K -55 -3%
CGH
586
Crossmark Global Holdings
Texas
$520K +$189K +594 +49%
EAM
587
Evanson Asset Management
California
$520K -$266K -839 -32%
CT
588
Chicago Trust
Illinois
$519K -$7.94K -25 -1%
HIC
589
Hartline Investment Corp
Illinois
$519K -$10.6M -33,351 -95%
PWG
590
Portside Wealth Group
Utah
$517K +$306K +965 +116%
PCA
591
Prosperity Capital Advisors
Ohio
$516K -$1.1M -3,456 -67%
HVCM
592
Hel Ved Capital Management
Hong Kong
$506K -$2.18M -6,860 -80%
CCM
593
Consolidated Capital Management
California
$506K +$48.9K +154 +10%
EI
594
Ethic Inc
New York
$502K +$157K +495 +43%
FFA
595
Florida Financial Advisors
Florida
$502K +$232K +730 +72%
SMA
596
Sage Mountain Advisors
Georgia
$502K -$136K -428 -20%
GWANC
597
Guardian Wealth Advisors (North Carolina)
North Carolina
$501K +$57.2K +180 +12%
MCCA
598
Mill Creek Capital Advisors
Pennsylvania
$490K +$14.6K +46 +3%
TCBWMS
599
Texas Capital Bank Wealth Management Services
Texas
$488K – – –
MA
600
Mutual Advisors
Nebraska
$488K +$150K +471 +55%
22 23
24
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