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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
726
Smartleaf Asset Management
Massachusetts
$207K +$36.1K +157 +13%
FHC
727
First Heartland Consultants
Missouri
$205K -$117K -507 -27%
LAM
728
L2 Asset Management
Massachusetts
$205K +$29.5K +128 +11%
AA
729
ABC Arbitrage
France
$202K +$306K +1,330 New
BCP
730
Berkeley Capital Partners
Georgia
$201K -$41.9K -182 -12%
PWG
731
Portside Wealth Group
Utah
$197K -$59.4K -258 -17%
RF
732
Rossby Financial
Florida
$184K +$1.61K +7 +0.6%
EPIME
733
Evelyn Partners Investment Management (Europe)
$182K – – –
MCI
734
MRP Capital Investments
Georgia
$182K +$46K +200 +20%
TPCW
735
TD Private Client Wealth
New York
$178K -$9.44K -41 -3%
HI
736
Hoey Investments
Pennsylvania
$167K -$207K -900 -45%
GJIA
737
Glass Jacobson Investment Advisors
Maryland
$164K – – –
SCM
738
Sterling Capital Management
North Carolina
$163K -$103K -446 -29%
POIA
739
Pin Oak Investment Advisors
Texas
$162K – – –
SAG
740
SageView Advisory Group
California
$151K +$229K +996 New
CFD
741
Creative Financial Designs
Indiana
$142K +$61K +265 +40%
A
742
AlphaQuest
New York
$139K -$36.6K -159 -15%
HI
743
Horizon Investments
North Carolina
$132K +$201K +871 New
CC
744
Centiva Capital
New York
$128K +$194K +844 New
NS
745
NBC Securities
Alabama
$125K -$1.61K -7 -0.8%
EFMH
746
E Fund Management (HK)
Hong Kong
$120K +$144K +625 +266%
AWM
747
Abound Wealth Management
Tennessee
$113K -$102K -442 -37%
SAS
748
Stelac Advisory Services
New York
$112K – – –
OAM
749
Ostrum Asset Management
France
$112K -$56.4K -245 -25%
PCFFS
750
Pacific Center for Financial Services
California
$106K – – –
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