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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
701
Salem Investment Counselors
North Carolina
$23.6K +$1.45K +10 +4%
MAM
702
Meeder Asset Management
Ohio
$23.2K +$14.5K +100 +60%
HIA
703
Harbor Investment Advisory
Maryland
$21.7K – – –
QC
704
Quent Capital
New York
$20.2K +$20.3K +140 +152%
AUB
705
Atlantic Union Bankshares
Virginia
$19.6K -$63.9K -440 -66%
WIM
706
Westside Investment Management
California
$19.6K +$1.45K +10 +5%
OAG
707
Oakmont Advisory Group
New Mexico
$19.4K +$32.4K +223 New
SWP
708
Strategic Wealth Partners
Ohio
$19.4K – – –
TCM
709
Tradewinds Capital Management
Washington
$18.3K +$28.2K +194 +1,213%
WA
710
Westfuller Advisors
New York
$17.6K – – –
SIC
711
SJS Investment Consulting
Ohio
$17.5K – – –
CAM
712
Costello Asset Management
Pennsylvania
$17.4K – – –
CT
713
Clearstead Trust
Maine
$16.7K -$145 -1 -0.5%
FIA
714
FNY Investment Advisers
New York
$16K +$28.3K +195 New
SL
715
Salomon & Ludwin
Virginia
$15.5K – – –
TFM
716
TFC Financial Management
Massachusetts
$15.4K -$435 -3 -2%
QPBE
717
Quintet Private Bank (Europe)
Luxembourg
$15.2K – – –
HCM
718
Horrell Capital Management
Arkansas
$14.7K – – –
WSFS
719
Wilmington Savings Fund Society
Delaware
$14.7K +$1.31K +9 +6%
PFBT
720
Parkside Financial Bank & Trust
Missouri
$14.2K +$1.74K +12 +8%
GPFA
721
Game Plan Financial Advisors
Ohio
$13.9K +$23.2K +160 New
SFFS
722
Stonehage Fleming Financial Services
Jersey
$13.9K – – –
CFD
723
Creative Financial Designs
Indiana
$13.6K -$105K -722 -82%
KFAS
724
Keating Financial Advisory Services
Kansas
$13.6K +$13.1K +90 +136%
CCA
725
Catalyst Capital Advisors
New York
$13.4K +$8.42K +58 +60%
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30 31