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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
601
Global Assets Advisory
Florida
$488K +$552K +1,740 New
AC
602
AXQ Capital
New Jersey
$484K +$90.2K +284 +20%
FWM
603
Foguth Wealth Management
Michigan
$481K – – –
AS
604
Altshuler Shaham
Israel
$480K – – –
VPWA
605
Vestia Personal Wealth Advisors
Indiana
$476K -$4.76K -15 -0.9%
NAM
606
NorthCrest Asset Manangement
Minnesota
$476K +$136K +428 +35%
GFG
607
Greenbush Financial Group
New York
$476K -$31.8K -100 -6%
KCFA
608
Key Client Fiduciary Advisors
New Jersey
$474K +$177K +556 +51%
MA
609
MJP Associates
Connecticut
$472K +$520K +1,637 New
FFB
610
First Financial Bankshares
Texas
$470K – – –
CCM
611
Coldstream Capital Management
Washington
$469K +$4.76K +15 +0.9%
AWG
612
Altus Wealth Group
Colorado
$468K – – –
FP
613
Fiduciary Planning
Florida
$468K +$52.7K +166 +11%
ZI
614
ZEGA Investments
Florida
$468K +$16.5K +52 +3%
IA
615
Integrity Alliance
Iowa
$467K +$514K +1,620 New
BWM
616
Bulltick Wealth Management
Florida
$466K +$41.6K +131 +9%
CF
617
Crosspoint Financial
California
$463K +$510K +1,606 New
CFG
618
Certior Financial Group
Pennsylvania
$463K – – –
BTI
619
Blue Trust Inc
Georgia
$461K +$52.1K +164 +11%
MLA
620
MB, Levis & Associates
Pennsylvania
$461K – – –
FHA
621
Flagship Harbor Advisors
Massachusetts
$461K +$10.5K +33 +2%
EFG
622
Everhart Financial Group
Ohio
$459K +$75.9K +239 +18%
EP
623
Edgestream Partners
New Jersey
$458K -$2.92M -9,203 -85%
AA
624
Armis Advisers
Georgia
$458K – – –
UW
625
Unique Wealth
Florida
$455K +$111K +349 +28%
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