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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
826
Avidian Wealth Enterprises
Texas
$256K -$148K -400 -33%
FMLI
827
Fukoku Mutual Life Insurance
Japan
$255K +$5.94K +16 +2%
MCP
828
Mirador Capital Partners
California
$250K – – –
BWP
829
Bernardo Wealth Planning
Pennsylvania
$249K +$742 +2 +0.3%
I
830
INVST
Indiana
$249K -$11.1K -30 -4%
PWC
831
PYA Waltman Capital
Tennessee
$248K – – –
FFA
832
Florida Financial Advisors
Florida
$247K -$416K -1,121 -59%
CPA
833
Cardiff Park Advisors
California
$246K +$37.1K +100 +15%
DT
834
Diversified Trust
Tennessee
$243K +$17.1K +46 +6%
DWM
835
Drive Wealth Management
Utah
$243K -$109K -294 -28%
OFG
836
Oxford Financial Group
Indiana
$243K -$105K -284 -27%
PWA
837
Primoris Wealth Advisors
Florida
$242K – – –
WI
838
WJ Interests
Texas
$242K – – –
LFAS
839
Level Four Advisory Services
Texas
$241K +$14.8K +40 +6%
SAS
840
Stelac Advisory Services
New York
$238K – – –
PFA
841
Pure Financial Advisors
California
$238K +$2.6K +7 +1%
FWP
842
Falcon Wealth Planning
California
$236K +$35.2K +95 +15%
AC
843
AlphaCore Capital
California
$235K +$183K +492 +208%
BBWA
844
Bell & Brown Wealth Advisors
California
$235K +$270K +729 New
KA
845
Kure Advisory
Minnesota
$231K +$3.34K +9 +1%
TFS
846
Thoroughbred Financial Services
Tennessee
$230K -$37.5K -101 -12%
HSA
847
HBK Sorce Advisory
Pennsylvania
$228K +$6.68K +18 +2%
MHWM
848
Montz Harcus Wealth Management
Louisiana
$227K – – –
RFP
849
Root Financial Partners
California
$226K -$371 -1 -0.1%
PPC
850
Pennington Partners & Co
Maryland
$226K – – –
32 33
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35 36