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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
851
Versant Capital Management
Arizona
$100K +$65.4K +206 +146%
MHR
852
Matthew Hamilton Rosenberg
$98.3K – – –
PCFFS
853
Pacific Center for Financial Services
California
$95.1K – – –
CPG
854
Cornerstone Planning Group
New Jersey
$92K +$1.27K +4 +2%
CLOS
855
Compagnie Lombard Odier SCmA
Switzerland
$90.8K +$65.1K +205 +186%
NSIM
856
North Star Investment Management
Illinois
$89.4K -$4.76K -15 -5%
RFG
857
REAP Financial Group
Texas
$89.4K – – –
OIA
858
Optimum Investment Advisors
Illinois
$89.4K +$34.9K +110 +55%
EWA
859
EQ Wealth Advisors
Texas
$88.5K +$97.5K +307 New
CI
860
CX Institutional
Indiana
$84K +$92.4K +291 New
GM
861
GeoWealth Management
Illinois
$75.2K +$8.89K +28 +12%
BFS
862
Burkett Financial Services
South Carolina
$72.1K – – –
BWL
863
Bogart Wealth LLC
Virginia
$71.8K -$46.4K -146 -37%
IC
864
Iconiq Capital
California
$70.4K +$266K +838 New
AA
865
Ancora Advisors
Ohio
$69.2K – – –
DI
866
DAGCO Inc
Ohio
$68.3K +$75.3K +237 New
TSMHT
867
Thurston Springer Miller Herd & Titak
Indiana
$66.6K +$21.3K +67 +41%
MFT
868
Moisand Fitzgerald Tamayo
Florida
$64K +$70.5K +222 New
HWM
869
HighMark Wealth Management
Minnesota
$62K -$54.6K -172 -44%
RMP
870
Richards, Merrill & Peterson
Washington
$62K – – –
FWA
871
FSC Wealth Advisors
New York
$60.5K – – –
TFM
872
TFC Financial Management
Massachusetts
$60K -$13.3K -42 -17%
CFO
873
CVA Family Office
Colorado
$59.4K -$18.7K -59 -22%
WIM
874
Westside Investment Management
California
$59.4K – – –
PTC
875
Private Trust Company
Ohio
$57.7K -$953 -3 -1%
33 34
35
36 37