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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
TVM
576
True Vision MN
Minnesota
$406K +$615K +2,671 New
TCA
577
Trifecta Capital Advisors
Illinois
$404K – – –
NWMG
578
National Wealth Management Group
Ohio
$401K +$25.8K +112 +4%
DT
579
DV Trading
Illinois
$399K +$605K +2,626 New
DI
580
Diligent Investors
California
$399K +$199K +866 +49%
KF
581
Krilogy Financial
Missouri
$393K -$37.8K -164 -6%
BAM
582
Belpointe Asset Management
Nevada
$392K -$72.3K -314 -11%
CGH
583
Crossmark Global Holdings
Texas
$392K +$120K +522 +25%
FAM
584
Formidable Asset Management
Ohio
$391K -$793K -3,445 -74%
DAS
585
Diversify Advisory Services
Utah
$390K +$118K +514 +30%
MCP
586
Militia Capital Partners
Nevada
$389K +$589K +2,560 New
IPAM
587
Investment Partners Asset Management
New Jersey
$389K – – –
TC
588
T3 Companies
New York
$388K +$588K +2,553 New
RIL
589
Rothschild Investment LLC
Illinois
$388K -$460 -2 -0.1%
CI
590
Cigna Investments
Connecticut
$387K -$9.9K -43 -2%
AP
591
Anchyra Partners
Georgia
$385K +$583K +2,533 New
SWM
592
SeaCrest Wealth Management
New York
$382K -$40.7K -177 -7%
AF
593
Allworth Financial
California
$382K -$67.9K -295 -11%
SAM
594
Synergy Asset Management
Washington
$381K -$45.1K -196 -7%
RC
595
Rahlfs Capital
Texas
$378K -$28.8K -125 -5%
FAM
596
Flaharty Asset Management
Florida
$376K +$235K +1,021 +70%
CFO
597
Callan Family Office
Pennsylvania
$374K -$320K -1,390 -36%
MIM
598
MTM Investment Management
South Carolina
$372K -$552K -2,399 -49%
RRA
599
Red Reef Advisors
Florida
$371K +$562K +2,440 New
MWM
600
Modern Wealth Management
Kansas
$368K +$4.37K +19 +0.8%
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