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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
801
Eschler Asset Management
United Kingdom
$216K -$2.86M -9,001 -92%
FP
802
Financial Perspectives
Minnesota
$216K +$185K +582 +349%
ATPW
803
Ashton Thomas Private Wealth
Arizona
$216K +$238K +749 New
BWP
804
Bernardo Wealth Planning
Pennsylvania
$214K +$42.2K +133 +22%
A
805
Allianz
Germany
$213K -$321K -1,010 -58%
SAS
806
Stelac Advisory Services
New York
$213K – – –
AC
807
ASB Consultores
Florida
$212K +$234K +737 New
T
808
Tidemark
California
$212K – – –
LFAS
809
Level Four Advisory Services
Texas
$212K +$233K +734 New
YIA
810
YHB Investment Advisors
Connecticut
$209K +$231K +726 New
NG
811
Norden Group
Utah
$208K +$229K +720 New
KWMG
812
King Wealth Management Group
Florida
$206K +$226K +713 New
RCA
813
Resonant Capital Advisors
Wisconsin
$205K +$226K +711 New
HCM
814
Howland Capital Management
Massachusetts
$205K +$3.17K +10 +1%
CPA
815
Cardiff Park Advisors
California
$205K +$225K +710 New
CFD
816
Creative Financial Designs
Indiana
$203K +$39.1K +123 +21%
MHWM
817
Montz Harcus Wealth Management
Louisiana
$203K – – –
RCAG
818
Rehmann Capital Advisory Group
Michigan
$203K +$223K +702 New
NFC
819
Northstar Financial Companies
Pennsylvania
$202K -$15.9K -50 -7%
PPC
820
Pennington Partners & Co
Maryland
$202K – – –
PWM
821
Pinnacle Wealth Management
California
$202K -$2.05M -6,441 -90%
SAM
822
Smartleaf Asset Management
Massachusetts
$201K -$14.6K -46 -6%
PCP
823
Proficio Capital Partners
Massachusetts
$201K -$88K -277 -28%
TWC
824
TD Waterhouse Canada
Ontario, Canada
$197K +$37.5K +118 +22%
HIA
825
Harbor Investment Advisory
Maryland
$192K – – –
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