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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
751
BCS Wealth Management
Tennessee
$433K +$20.8K +57 +6%
HR
752
Howe & Rusling
New York
$432K -$7.38M -20,252 -95%
WWP
753
Wise Wealth Partners
Arizona
$432K -$42.3K -116 -10%
CA
754
Calton & Associates
Florida
$431K +$19.3K +53 +5%
PCMH
755
Polymer Capital Management (HK)
Hong Kong
$424K +$382K +1,050 New
DWM
756
Drive Wealth Management
Utah
$423K -$59K -162 -13%
PF
757
Phoenix Financial
Israel
$422K +$5.46K +15 +1%
GI
758
GAMMA Investing
California
$422K +$77.6K +213 +26%
HAS
759
HBW Advisory Services
California
$421K +$2.91K +8 +0.8%
AWM
760
Avaii Wealth Management
Wisconsin
$421K +$379K +1,040 New
OFG
761
Oxford Financial Group
Indiana
$419K +$378K +1,037 New
VF
762
Vista Finance
Missouri
$418K – – –
PGF
763
Plan Group Financial
Oklahoma
$416K +$375K +1,029 New
SIC
764
Shoker Investment Counsel
Ohio
$414K +$8.74K +24 +2%
MF
765
Magnetar Financial
Illinois
$413K +$394K +1,081 New
WMA
766
West Michigan Advisors
Michigan
$412K +$77.2K +212 +26%
BAG
767
Bridgewealth Advisory Group
California
$410K +$370K +1,015 New
KA
768
Kercheville Advisors
Texas
$410K +$370K +1,015 New
OAM
769
Ostrum Asset Management
France
$410K -$10.6K -29 -3%
BDF
770
Black Diamond Financial
Maryland
$409K – – –
PHAM
771
Palisades Hudson Asset Management
Florida
$408K -$47.7K -131 -11%
RCAG
772
Rehmann Capital Advisory Group
Michigan
$408K +$111K +306 +44%
RWM
773
Revisor Wealth Management
Ohio
$406K -$59.7K -164 -15%
FNC
774
First National Corp
Massachusetts
$404K +$36.4K +100 +11%
SMH
775
Sanders Morris Harris
Texas
$404K +$364K +1,000 New
29 30
31
32 33