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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
TDC
751
Thompson Davis & Co
Virginia
$261K +$289K +910 New
CWM
752
Congress Wealth Management
Massachusetts
$260K +$285K +899 New
FNC
753
First National Corp
Massachusetts
$259K +$286K +900 New
AIM
754
Achmea Investment Management
Netherlands
$259K -$4.56M -14,365 -94%
FPGK
755
Financial Partners Group (Kansas)
Kansas
$257K +$12.7K +40 +5%
SIA
756
Soltis Investment Advisors
Utah
$256K +$29.8K +94 +12%
IFA
757
Index Fund Advisors
California
$253K -$3.81K -12 -1%
PCM
758
Penserra Capital Management
California
$253K -$8.94M -28,146 -97%
NFP
759
Narus Financial Partners
Utah
$252K -$24.8K -78 -8%
NRW
760
Nova R Wealth
Kansas
$252K – – –
HIP
761
HUB Investment Partners
Texas
$251K +$162K +509 +141%
FHC
762
First Heartland Consultants
Missouri
$247K +$272K +857 New
SEIA
763
Signature Estate & Investment Advisors
California
$247K +$272K +856 New
PPG
764
Peak Planning Group
Colorado
$246K – – –
CWM
765
Cordatus Wealth Management
Pennsylvania
$245K – – –
PPWP
766
Premier Path Wealth Partners
New Jersey
$243K -$93.3K -294 -26%
RFC
767
Regions Financial Corp
Alabama
$242K -$57.2K -180 -18%
PWM
768
Power Wealth Management
Georgia
$240K +$635 +2 +0.2%
DWAM
769
Duncan Williams Asset Management
Tennessee
$240K +$3.81K +12 +1%
GI
770
GAMMA Investing
California
$239K +$85.1K +268 +48%
MW
771
MBL Wealth
North Carolina
$238K +$263K +827 New
FM
772
Family Management
New York
$236K -$175K -550 -40%
SFG
773
Synergy Financial Group
California
$236K – – –
NS
774
NBC Securities
Alabama
$236K +$260K +820 New
SF
775
Summit Financial
New Jersey
$235K +$13K +41 +5%
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