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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
851
Cornerstone Planning Group
New Jersey
$92K +$1.27K +4 +2%
CLOS
852
Compagnie Lombard Odier SCmA
Switzerland
$90.8K +$65.1K +205 +186%
NSIM
853
North Star Investment Management
Illinois
$89.4K -$4.76K -15 -5%
RFG
854
REAP Financial Group
Texas
$89.4K – – –
OIA
855
Optimum Investment Advisors
Illinois
$89.4K +$34.9K +110 +55%
EWA
856
EQ Wealth Advisors
Texas
$88.5K +$97.5K +307 New
CI
857
CX Institutional
Indiana
$84K +$92.4K +291 New
GM
858
GeoWealth Management
Illinois
$75.2K +$8.89K +28 +12%
BFS
859
Burkett Financial Services
South Carolina
$72.1K – – –
BWL
860
Bogart Wealth LLC
Virginia
$71.8K -$46.4K -146 -37%
IC
861
Iconiq Capital
California
$70.4K +$266K +838 New
AA
862
Ancora Advisors
Ohio
$69.2K – – –
DI
863
DAGCO Inc
Ohio
$68.3K +$75.3K +237 New
TSMHT
864
Thurston Springer Miller Herd & Titak
Indiana
$66.6K +$21.3K +67 +41%
MFT
865
Moisand Fitzgerald Tamayo
Florida
$64K +$70.5K +222 New
HWM
866
HighMark Wealth Management
Minnesota
$62K -$54.6K -172 -44%
RMP
867
Richards, Merrill & Peterson
Washington
$62K – – –
FWA
868
FSC Wealth Advisors
New York
$60.5K – – –
TFM
869
TFC Financial Management
Massachusetts
$60K -$13.3K -42 -17%
CFO
870
CVA Family Office
Colorado
$59.4K -$18.7K -59 -22%
WIM
871
Westside Investment Management
California
$59.4K – – –
PTC
872
Private Trust Company
Ohio
$57.7K -$953 -3 -1%
GEA
873
Glen Eagle Advisors
New Jersey
$57.7K – – –
CAM
874
Costello Asset Management
Pennsylvania
$57.7K +$63.5K +200 New
DWM
875
Darwin Wealth Management
Florida
$55K – – –
33 34
35
36 37