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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
601
Tradewinds Capital Management
Washington
$28.7K +$8.58K +60 +55%
CPA
602
Capital Performance Advisors
California
$27.3K +$23.2K +162 New
SFFS
603
Stonehage Fleming Financial Services
Jersey
$27K – – –
SS
604
Sunbelt Securities
Texas
$27K – – –
CA
605
Clearstead Advisors
Ohio
$25.3K – – –
TFIPS
606
Towarzystwo Funduszy Inwestycyjnych PZU SA
$25.3K – – –
UB
607
UMB Bank
Missouri
$25.3K – – –
AA
608
AlphaMark Advisors
Kentucky
$25K +$14.3K +100 +200%
HIIFS
609
Harel Insurance Investments & Financial Services
Israel
$23K -$858 -6 -4%
C
610
Covestor
United Kingdom
$22K +$3.29K +23 +21%
DIP
611
DT Investment Partners
Pennsylvania
$21.9K – – –
FWA
612
FSC Wealth Advisors
New York
$21.9K – – –
CFO
613
CVA Family Office
Colorado
$21.9K +$2.86K +20 +18%
CAS
614
Coppell Advisory Solutions
Texas
$21.1K +$17.2K +120 New
MAM
615
Meeder Asset Management
Ohio
$17.9K +$5.15K +36 +51%
VCM
616
Versant Capital Management
Arizona
$17.2K +$1.72K +12 +13%
MG
617
Mather Group
Illinois
$16.9K -$1.43K -10 -9%
CWM
618
CarsonAllaria Wealth Management
Illinois
$16.9K – – –
HPC
619
HM Payson & Co
Maine
$16.9K – – –
WSFS
620
Wilmington Savings Fund Society
Delaware
$16.9K +$14.3K +100 New
FFO
621
Fortitude Family Office
Arizona
$15.2K – – –
OLVIG
622
Oliver Lagore Vanvalin Investment Group
Michigan
$15.2K – – –
CWP
623
Concord Wealth Partners
Virginia
$14.1K +$572 +4 +5%
CTA
624
Colonial Trust Advisors
South Carolina
$13.5K – – –
GM
625
GeoWealth Management
Illinois
$11.5K +$9.72K +68 New
23 24
25
26 27