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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
MGP
601
Metis Global Partners
California
$312K -$284K -1,988 -44%
PWA
602
Primoris Wealth Advisors
Florida
$311K +$356K +2,492 New
RC
603
Rahlfs Capital
Texas
$310K – – –
DWM
604
Diversify Wealth Management
Utah
$310K +$280K +1,958 New
SWM
605
SeaCrest Wealth Management
New York
$308K +$15K +105 +4%
PFS
606
Prospect Financial Services
New York
$307K -$71.2K -498 -17%
DF
607
Daviman Financial
Indiana
$304K -$605K -4,231 -63%
TFGT
608
TS Financial Group (TSFG)
Illinois
$299K -$60.8K -425 -15%
BCM
609
Brookstone Capital Management
Illinois
$299K -$1.84M -12,865 -84%
WCP
610
Wick Capital Partners
Pennsylvania
$298K +$30.6K +214 +10%
AIA
611
AssuredPartners Investment Advisors
Florida
$297K +$36.2K +253 +12%
VFG
612
Victory Financial Group
Texas
$295K +$78.2K +547 +30%
DI
613
Diligent Investors
California
$291K -$41.2K -288 -11%
BFS
614
BridgePort Financial Solutions
Iowa
$291K – – –
GS
615
GWN Securities
Florida
$290K +$332K +2,325 New
BF
616
BOK Financial
Oklahoma
$290K +$715 +5 +0.2%
LWMI
617
Legacy Wealth Management (Idaho)
Idaho
$287K +$125K +875 +61%
PAM
618
Panagora Asset Management
Massachusetts
$287K – – –
APP
619
Avantax Planning Partners
Iowa
$286K +$26.7K +187 +9%
CCW
620
Coastline Complete Wealth
South Carolina
$285K +$326K +2,283 New
CCWM
621
Correct Capital Wealth Management
Missouri
$285K – – –
OAM
622
Ostrum Asset Management
France
$282K +$218K +1,523 +206%
A
623
Allianz
Germany
$282K +$26.2K +183 +9%
UAG
624
United Advisor Group
Ohio
$281K +$322K +2,253 New
TCBWMS
625
Texas Capital Bank Wealth Management Services
Texas
$281K – – –
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