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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
AS
676
Altshuler Shaham
Israel
$588K – – –
DA
677
Doliver Advisors
Texas
$588K -$34.6K -95 -6%
WAAG
678
Wealth Alliance Advisory Group
Kansas
$586K -$8.01K -22 -1%
TA
679
Tactive Advisors
Florida
$585K +$527K +1,448 New
PWG
680
Portside Wealth Group
Utah
$585K -$127K -349 -19%
IFWM
681
Institute for Wealth Management
Colorado
$583K -$41.9K -115 -7%
PCM
682
Presidio Capital Management
California
$582K -$48.1K -132 -8%
AIS
683
AM Investment Strategies
Tennessee
$579K -$6.19K -17 -1%
YCG
684
Yeomans Consulting Group
Georgia
$579K +$565K +1,550 New
JSL
685
JT Stratford LLC
Georgia
$577K -$370K -1,017 -42%
SB
686
Strategic Blueprint
Georgia
$577K -$303K -832 -37%
CA
687
CoreCap Advisors
Michigan
$570K +$294K +808 +134%
PI
688
PineBridge Investments
New York
$567K +$511K +1,403 New
SC
689
SummitTX Capital
Texas
$566K +$510K +1,400 New
MGIA
690
Moneta Group Investment Advisors
Missouri
$566K +$45.9K +126 +10%
NW
691
NewEdge Wealth
Pennsylvania
$565K +$512K +1,405 New
PWP
692
Pursue Wealth Partners
California
$562K +$507K +1,391 New
BCP
693
Berkeley Capital Partners
Georgia
$558K +$6.19K +17 +1%
MWA
694
Merkkuri Wealth Advisors
New York
$556K +$7.29K +20 +1%
TL
695
Tradewinds LLC
North Carolina
$556K +$501K +1,376 New
VC
696
Veracity Capital
Georgia
$551K +$27.7K +76 +6%
WMWM
697
Whitaker-Myers Wealth Managers
Ohio
$550K +$496K +1,361 New
MA
698
Mutual Advisors
Nebraska
$548K +$9.84K +27 +2%
SCA
699
Snowden Capital Advisors
New York
$544K +$41.5K +114 +9%
JIC
700
Johnson Investment Counsel
Ohio
$542K -$23.7K -65 -5%
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