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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
776
Albion Financial Group
Utah
$3.22K – – –
HWP
777
Highline Wealth Partners
California
$3.22K +$435 +3 +9%
EP
778
Essential Partners
California
$3.13K +$5.23K +36 New
RWM
779
Rialto Wealth Management
New York
$3.04K +$3.34K +23 +192%
MCM
780
Manchester Capital Management
Vermont
$2.96K +$1.02K +7 +26%
ACA
781
American Capital Advisory
Idaho
$2.87K – – –
RWM
782
Raffa Wealth Management
District of Columbia
$2.78K +$871 +6 +23%
STB
783
S&T Bank
Pennsylvania
$2.78K +$4.64K +32 New
MCM
784
MV Capital Management
Maryland
$2.61K -$14.7K -101 -77%
DAM
785
Delta Asset Management
Tennessee
$2.61K – – –
PCFFS
786
Pacific Center for Financial Services
California
$2.61K – – –
CWIG
787
Chung Wu Investment Group
Texas
$2.61K +$2.18K +15 +100%
CIA
788
Cape Investment Advisory
Georgia
$2.61K +$4.36K +30 New
MGI
789
Miller Global Investments
Texas
$2.43K – – –
BGAI
790
Bruce G. Allen Investments
Colorado
$2.35K -$13.8K -95 -78%
PS
791
Pinney & Scofield
Massachusetts
$2.17K – – –
RWS
792
Retirement Wealth Solutions
Wisconsin
$2.09K -$145 -1 -4%
GCM
793
Gunpowder Capital Management
Maryland
$1.91K – – –
AA
794
Addison Advisors
Vermont
$1.74K – – –
WAS
795
Winch Advisory Services
Wisconsin
$1.65K – – –
TFA
796
Transamerica Financial Advisors
Florida
$1.65K -$145 -1 -5%
RF
797
Rossby Financial
Florida
$1.56K -$174K -1,197 -99%
CWP
798
Concord Wealth Partners
Virginia
$1.56K +$2.61K +18 New
PS
799
Planning Strategies
Pennsylvania
$1.56K +$2.61K +18 New
TPCW
800
TD Private Client Wealth
New York
$1.48K -$3.92K -27 -61%
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32
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