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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
776
Almanack Investment Partners
Pennsylvania
$235K +$14.9K +47 +6%
SAM
777
Shell Asset Management
Netherlands
$234K +$21.3K +67 +9%
JIC
778
Joel Isaacson & Co
New York
$233K – – –
WMA
779
West Michigan Advisors
Michigan
$232K +$3.81K +12 +2%
ABC
780
Associated Banc-Corp
Wisconsin
$232K -$55.6K -175 -18%
PWS
781
Precision Wealth Strategies
Missouri
$232K +$7.3K +23 +3%
DWP
782
Destiny Wealth Partners
Florida
$231K – – –
FCM
783
Firestone Capital Management
Florida
$231K – – –
JWM
784
JFG Wealth Management
Colorado
$231K – – –
LFS
785
Littlejohn Financial Services
Oregon
$231K – – –
FCP
786
Fidelis Capital Partners
Florida
$230K +$198K +625 New
PFA
787
Pettinga Financial Advisors
Indiana
$229K +$252K +795 New
POIA
788
Pin Oak Investment Advisors
Texas
$229K +$88.3K +278 +96%
CFG
789
Citizens Financial Group
Rhode Island
$229K -$4.13K -13 -2%
CFO
790
Callan Family Office
Pennsylvania
$227K -$42.5K -134 -15%
FAM
791
Formidable Asset Management
Ohio
$227K +$251K +789 New
MCP
792
Mirador Capital Partners
California
$224K +$246K +776 New
PWC
793
PYA Waltman Capital
Tennessee
$222K +$244K +770 New
SIS
794
Strategic Investment Solutions
Illinois
$221K -$1.27K -4 -0.5%
SA
795
Scarborough Advisors
Maryland
$219K +$5.71K +18 +2%
WCFA
796
Walkner Condon Financial Advisors
Wisconsin
$219K -$115K -362 -32%
KA
797
Kovack Advisors
Florida
$219K – – –
RIA
798
RPG Investment Advisory
California
$218K +$240K +756 New
PWA
799
Primoris Wealth Advisors
Florida
$216K – – –
SI
800
Sava Infond
Slovenia
$216K -$15.9K -50 -6%
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