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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFFS
801
Stonehage Fleming Financial Services
Jersey
$20K -$7.15K -50 -24%
WSFS
802
Wilmington Savings Fund Society
Delaware
$20K – – –
SL
803
Salomon & Ludwin
Virginia
$19.9K +$429 +3 +2%
PWMG
804
Private Wealth Management Group
New Jersey
$19.7K +$5.86K +41 +35%
AW
805
Avion Wealth
Texas
$19K +$17.9K +125 +403%
PFBT
806
Parkside Financial Bank & Trust
Missouri
$18.8K +$14K +98 +185%
PWA
807
Physician Wealth Advisors
Utah
$18.5K +$11.4K +80 +116%
SIS
808
Sound Income Strategies
Florida
$17.7K – – –
AA
809
Ancora Advisors
Ohio
$17.1K -$52.9K -370 -73%
NRG
810
Nemes Rush Group
Michigan
$17K -$143 -1 -0.7%
MCM
811
MV Capital Management
Maryland
$16.3K +$6.29K +44 +51%
IWS
812
Intentional Wealth Strategies
Colorado
$16.2K +$18.6K +130 New
KAS
813
Kemnay Advisory Services
New York
$15.7K +$2.72K +19 +18%
RFP
814
Root Financial Partners
California
$15.3K -$81.6K -571 -82%
BGAI
815
Bruce G. Allen Investments
Colorado
$15.2K +$15K +105 +618%
IAAG
816
Innovative Asset Advisors Group
Connecticut
$15.2K +$17.4K +122 New
CVM
817
Cheviot Value Management
California
$15K – – –
FFL
818
Financial Freedom LLC
Ohio
$14.4K – – –
WSFG
819
Wall Street Financial Group
Illinois
$13.9K +$15.9K +111 New
FMP
820
Financial Management Professionals
Texas
$13.1K +$1.43K +10 +11%
AT
821
Arlington Trust
Alabama
$12.6K – – –
ITIM
822
Indiana Trust & Investment Management
Indiana
$12.5K – – –
PWA
823
Portus Wealth Advisors
North Carolina
$12.5K +$14.3K +100 New
JWM
824
JPL Wealth Management
Colorado
$12.4K +$14.2K +99 New
AS
825
Altshuler Shaham
Israel
$12.2K -$250K -1,748 -95%
31 32
33
34 35