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Strategy Inc
MSTR

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