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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
SMH
651
Sanders Morris Harris
Texas
$250K +$286K +2,000 New
WAM
652
WealthTrust Asset Management
Florida
$250K +$286K +2,000 New
FRA
653
Frank Rimerman Advisors
California
$249K +$286K +1,999 New
MMA
654
Miracle Mile Advisors
California
$248K +$284K +1,988 New
1WA
655
180 Wealth Advisors
Washington
$248K -$26K -182 -8%
TAM
656
TCP Asset Management
Ohio
$248K +$284K +1,984 New
SMC
657
Smith, Moore & Co
Missouri
$247K +$283K +1,982 New
AWA
658
Aaron Wealth Advisors
Illinois
$245K -$58.5K -409 -17%
GHAM
659
Gilman Hill Asset Management
Connecticut
$245K – – –
BAM
660
Belpointe Asset Management
Nevada
$245K -$88.6K -620 -24%
HA
661
Harfst & Associates
Wyoming
$243K -$416K -2,908 -60%
GKWIM
662
Gerber Kawasaki Wealth & Investment Management
California
$241K -$31.4M -219,598 -99%
TPW
663
TL Private Wealth
Texas
$239K – – –
RCA
664
Riverview Capital Advisers
Massachusetts
$238K – – –
CWM
665
ClientFirst Wealth Management
Arkansas
$237K – – –
CAG
666
Csenge Advisory Group
Florida
$237K +$271K +1,895 New
RWMG
667
Redwood Wealth Management Group
New Jersey
$236K -$2.86K -20 -1%
LPAM
668
Lodestar Private Asset Management
California
$236K – – –
EFMH
669
E Fund Management (HK)
Hong Kong
$235K +$147K +1,027 +119%
CCP
670
Cane Capital Partners
Louisiana
$235K -$221K -1,547 -45%
CA
671
Claro Advisors
Massachusetts
$234K +$2.57K +18 +1%
MAM
672
Milestone Asset Management
Pennsylvania
$233K +$38.2K +267 +17%
SB
673
Strategic Blueprint
Georgia
$233K +$15.4K +108 +6%
ML
674
McAdam LLC
Pennsylvania
$232K +$3.29K +23 +1%
SWM
675
Shepherd Wealth Management
Ohio
$232K -$302K -2,114 -63%
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