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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
WJA
726
Willis Johnson & Associates
Texas
$482K -$40.8K -112 -9%
A
727
Allianz
Germany
$481K +$164K +450 +61%
TWM
728
TCFG Wealth Management
California
$473K +$67.4K +185 +19%
GWSG
729
GPS Wealth Strategies Group
Colorado
$470K +$11.3K +31 +3%
AWM
730
Abound Wealth Management
Tennessee
$468K -$57.2K -157 -12%
PPWP
731
Premier Path Wealth Partners
New Jersey
$468K +$115K +315 +37%
RBI
732
Raiffeisen Bank International
Austria
$466K – – –
CIS
733
Custom Index Systems
New York
$465K +$419K +1,150 New
MCI
734
MRP Capital Investments
Georgia
$465K +$54.6K +150 +15%
MCIA
735
Mountain Capital Investment Advisors
Colorado
$464K +$72.9K +200 +19%
GKWIM
736
Gerber Kawasaki Wealth & Investment Management
California
$464K -$262K -720 -39%
PCMU
737
Paragon Capital Management (Utah)
Utah
$461K -$6.92K -19 -2%
ACM
738
Arlington Capital Management
Illinois
$459K -$364 -1 -0.1%
PIA
739
Panoramic Investment Advisors
Colorado
$457K +$412K +1,130 New
IAIM
740
International Assets Investment Management
Florida
$453K +$73.6K +202 +22%
LAM
741
L2 Asset Management
Massachusetts
$452K +$48.1K +132 +13%
AWA
742
Aaron Wealth Advisors
Illinois
$451K +$407K +1,116 New
RCG
743
Regatta Capital Group
California
$450K +$729 +2 +0.2%
AFT
744
Alpha Family Trust
California
$449K – – –
AA
745
Alta Advisers
United Kingdom
$449K +$36.4K +100 +10%
CWP
746
Capital Wealth Planning
Florida
$445K +$401K +1,100 New
GL
747
Graypoint LLC
New York
$444K +$400K +1,098 New
SC
748
Scotia Capital
Ontario, Canada
$440K -$366K -1,006 -48%
GJIA
749
Glass Jacobson Investment Advisors
Maryland
$436K – – –
RIS
750
Retirement Income Solutions
Michigan
$433K +$390K +1,072 New
28 29
30
31 32