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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
701
Two Sigma Securities
New York
$308K -$803K -2,669 -72%
MOS
702
MGO One Seven
Ohio
$308K +$320K +1,062 New
DA
703
Dillon & Associates
Michigan
$307K +$319K +1,060 New
AFG
704
Altiora Financial Group
Ohio
$306K -$295K -982 -48%
WSFS
705
Wilmington Savings Fund Society
Delaware
$306K +$288K +957 +957%
OMIC
706
Old Mission Investment Co
Michigan
$305K +$317K +1,054 New
MCI
707
MRP Capital Investments
Georgia
$304K -$135K -450 -30%
CCFM
708
Clear Creek Financial Management
Washington
$300K -$76.7K -255 -20%
CWP
709
Capital Wealth Planning
Florida
$300K +$243K +808 +353%
CGIM
710
Capital Group Investment Management
Singapore
$299K +$311K +1,034 New
GL
711
Graypoint LLC
New York
$298K +$309K +1,028 New
OAC
712
OMERS Administration Corp
Ontario, Canada
$297K +$309K +1,027 New
DWS
713
Discipline Wealth Solutions
South Carolina
$297K +$309K +1,027 New
FA
714
Fedenia Advisers
Wisconsin
$296K +$308K +1,022 New
RFC
715
Regions Financial Corp
Alabama
$295K +$307K +1,020 New
PI
716
PineBridge Investments
New York
$295K +$306K +1,018 New
SWP
717
Sagespring Wealth Partners
Tennessee
$294K +$305K +1,015 New
BDF
718
Black Diamond Financial
Maryland
$293K +$305K +1,013 New
TFS
719
Thoroughbred Financial Services
Tennessee
$293K +$305K +1,014 New
FFA
720
Florida Financial Advisors
Florida
$292K +$304K +1,010 New
AWM
721
Abound Wealth Management
Tennessee
$291K +$121K +403 +67%
W
722
Wealthquest
Ohio
$290K +$302K +1,002 New
IFO
723
Independent Family Office
New York
$290K -$933K -3,100 -76%
RI
724
Ridgewood Investments
New Jersey
$290K – – –
JC
725
JBF Capital
Colorado
$290K +$301K +1,000 New
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