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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
751
Glass Jacobson Investment Advisors
Maryland
$436K – – –
RIS
752
Retirement Income Solutions
Michigan
$433K +$390K +1,072 New
BWM
753
BCS Wealth Management
Tennessee
$433K +$20.8K +57 +6%
HR
754
Howe & Rusling
New York
$432K -$7.38M -20,252 -95%
WWP
755
Wise Wealth Partners
Arizona
$432K -$42.3K -116 -10%
CA
756
Calton & Associates
Florida
$431K +$19.3K +53 +5%
PCMH
757
Polymer Capital Management (HK)
Hong Kong
$424K +$382K +1,050 New
DWM
758
Drive Wealth Management
Utah
$423K -$59K -162 -13%
PF
759
Phoenix Financial
Israel
$422K +$5.46K +15 +1%
GI
760
GAMMA Investing
California
$422K +$77.6K +213 +26%
HAS
761
HBW Advisory Services
California
$421K +$2.91K +8 +0.8%
AWM
762
Avaii Wealth Management
Wisconsin
$421K +$379K +1,040 New
OFG
763
Oxford Financial Group
Indiana
$419K +$378K +1,037 New
VF
764
Vista Finance
Missouri
$418K – – –
PGF
765
Plan Group Financial
Oklahoma
$416K +$375K +1,029 New
SIC
766
Shoker Investment Counsel
Ohio
$414K +$8.74K +24 +2%
MF
767
Magnetar Financial
Illinois
$413K +$394K +1,081 New
WMA
768
West Michigan Advisors
Michigan
$412K +$77.2K +212 +26%
BAG
769
Bridgewealth Advisory Group
California
$410K +$370K +1,015 New
KA
770
Kercheville Advisors
Texas
$410K +$370K +1,015 New
OAM
771
Ostrum Asset Management
France
$410K -$10.6K -29 -3%
BDF
772
Black Diamond Financial
Maryland
$409K – – –
PHAM
773
Palisades Hudson Asset Management
Florida
$408K -$47.7K -131 -11%
RCAG
774
Rehmann Capital Advisory Group
Michigan
$408K +$111K +306 +44%
RWM
775
Revisor Wealth Management
Ohio
$406K -$59.7K -164 -15%
29 30
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