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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
PF
651
PlanVest Financial
Maryland
$83.9K +$28.9K +199 +26%
WA
652
WPG Advisers
Maryland
$82.5K +$50.1K +345 +57%
TWC
653
TD Waterhouse Canada
Ontario, Canada
$76.1K +$24.2K +167 +26%
VCM
654
Versant Capital Management
Arizona
$74K -$8.42K -58 -6%
IA
655
IFG Advisory
Georgia
$71.5K +$119K +823 New
NS
656
NBC Securities
Alabama
$71.3K -$726 -5 -0.6%
CFM
657
Compass Financial Management
Florida
$71.2K +$111K +764 New
SA
658
Strategic Advocates
Utah
$65.5K -$22.1K -152 -17%
CPG
659
Cornerstone Planning Group
New Jersey
$63.5K -$7.98K -55 -8%
YDMI
660
Y.D. More Investments
Israel
$63.5K +$106K +730 New
APFP
661
Action Point Financial Planning
Michigan
$58.9K +$98.4K +678 New
VIS
662
Vega Investment Solutions
France
$54.5K +$91K +627 New
JEST
663
JTC Employer Solutions Trustee
Jersey
$52K – – –
BFS
664
Burkett Financial Services
South Carolina
$48.9K – – –
BTI
665
Blue Trust Inc
Georgia
$48.8K -$27K -186 -25%
POIA
666
Pin Oak Investment Advisors
Texas
$48K +$145 +1 +0.2%
HNB
667
Huntington National Bank
Ohio
$47.5K +$4.36K +30 +6%
TFIPS
668
Towarzystwo Funduszy Inwestycyjnych PZU SA
$47.4K – – –
HWM
669
HighMark Wealth Management
Minnesota
$46.2K – – –
NEWAS
670
N.E.W. Advisory Services
Wisconsin
$45.4K – – –
MWM
671
Mosley Wealth Management
California
$44.6K -$166K -1,143 -69%
WAG
672
Wilkerson Advisory Group
Missouri
$43.8K +$871 +6 +1%
BWM
673
BigSur Wealth Management
Florida
$43.5K – – –
CSB
674
City State Bank
Iowa
$41.7K – – –
RFG
675
REAP Financial Group
Texas
$39.6K – – –
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