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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
826
Mirador Capital Partners
California
$250K – – –
BWP
827
Bernardo Wealth Planning
Pennsylvania
$249K +$742 +2 +0.3%
I
828
INVST
Indiana
$249K -$11.1K -30 -4%
PWC
829
PYA Waltman Capital
Tennessee
$248K – – –
FFA
830
Florida Financial Advisors
Florida
$247K -$416K -1,121 -59%
CPA
831
Cardiff Park Advisors
California
$246K +$37.1K +100 +15%
DT
832
Diversified Trust
Tennessee
$243K +$17.1K +46 +6%
DWM
833
Drive Wealth Management
Utah
$243K -$109K -294 -28%
OFG
834
Oxford Financial Group
Indiana
$243K -$105K -284 -27%
PWA
835
Primoris Wealth Advisors
Florida
$242K – – –
WI
836
WJ Interests
Texas
$242K – – –
LFAS
837
Level Four Advisory Services
Texas
$241K +$14.8K +40 +6%
SAS
838
Stelac Advisory Services
New York
$238K – – –
PFA
839
Pure Financial Advisors
California
$238K +$2.6K +7 +1%
FWP
840
Falcon Wealth Planning
California
$236K +$35.2K +95 +15%
AC
841
AlphaCore Capital
California
$235K +$183K +492 +208%
BBWA
842
Bell & Brown Wealth Advisors
California
$235K +$270K +729 New
KA
843
Kure Advisory
Minnesota
$231K +$3.34K +9 +1%
TFS
844
Thoroughbred Financial Services
Tennessee
$230K -$37.5K -101 -12%
HSA
845
HBK Sorce Advisory
Pennsylvania
$228K +$6.68K +18 +2%
MHWM
846
Montz Harcus Wealth Management
Louisiana
$227K – – –
RFP
847
Root Financial Partners
California
$226K -$371 -1 -0.1%
PPC
848
Pennington Partners & Co
Maryland
$226K – – –
PFA
849
Pinnacle Family Advisors
Missouri
$221K – – –
SIS
850
Strategic Investment Solutions
Illinois
$220K +$204K +550 +410%
32 33
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35 36