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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
ACGA
851
Atlanta Consulting Group Advisors
Georgia
$303K – – –
BFS
852
Beacon Financial Strategies
North Carolina
$303K – – –
WI
853
WJ Interests
Texas
$303K – – –
HSA
854
HBK Sorce Advisory
Pennsylvania
$303K +$273K +750 New
WHG
855
Westwood Holdings Group
Texas
$303K +$273K +749 New
KA
856
Kovack Advisors
Florida
$300K -$6.56K -18 -2%
DAS
857
Diversify Advisory Services
Utah
$300K +$277K +760 New
SAS
858
Stelac Advisory Services
New York
$299K – – –
QWP
859
Quotient Wealth Partners
Texas
$298K +$269K +738 New
AC
860
ASB Consultores
Florida
$298K – – –
PFA
861
Pure Financial Advisors
California
$296K +$266K +731 New
ITB
862
Idaho Trust Bank
Idaho
$294K +$265K +727 New
VI
863
Versor Investments
New York
$289K +$260K +715 New
LFAS
864
Level Four Advisory Services
Texas
$287K -$9.11K -25 -3%
DT
865
Diversified Trust
Tennessee
$287K +$258K +709 New
KA
866
Kure Advisory
Minnesota
$286K +$258K +708 New
SAM
867
Synergy Asset Management
Washington
$286K -$3.4M -9,329 -93%
MRP
868
Measured Risk Portfolios
California
$286K +$258K +707 New
MHWM
869
Montz Harcus Wealth Management
Louisiana
$284K – – –
RFP
870
Root Financial Partners
California
$284K +$256K +702 New
PPC
871
Pennington Partners & Co
Maryland
$283K – – –
HCM
872
Howland Capital Management
Massachusetts
$282K -$4.37K -12 -2%
ACM
873
Andina Capital Management
Utah
$280K +$252K +693 New
TIM
874
Total Investment Management
Arizona
$280K +$252K +693 New
WIM
875
WealthPlan Investment Management
Nebraska
$277K +$250K +685 New
33 34
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36 37