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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
851
WJ Interests
Texas
$303K – – –
HSA
852
HBK Sorce Advisory
Pennsylvania
$303K +$273K +750 New
WHG
853
Westwood Holdings Group
Texas
$303K +$273K +749 New
KA
854
Kovack Advisors
Florida
$300K -$6.56K -18 -2%
DAS
855
Diversify Advisory Services
Utah
$300K +$277K +760 New
SAS
856
Stelac Advisory Services
New York
$299K – – –
QWP
857
Quotient Wealth Partners
Texas
$298K +$269K +738 New
AC
858
ASB Consultores
Florida
$298K – – –
PFA
859
Pure Financial Advisors
California
$296K +$266K +731 New
ITB
860
Idaho Trust Bank
Idaho
$294K +$265K +727 New
VI
861
Versor Investments
New York
$289K +$260K +715 New
LFAS
862
Level Four Advisory Services
Texas
$287K -$9.11K -25 -3%
DT
863
Diversified Trust
Tennessee
$287K +$258K +709 New
KA
864
Kure Advisory
Minnesota
$286K +$258K +708 New
SAM
865
Synergy Asset Management
Washington
$286K -$3.4M -9,329 -93%
MRP
866
Measured Risk Portfolios
California
$286K +$258K +707 New
MHWM
867
Montz Harcus Wealth Management
Louisiana
$284K – – –
RFP
868
Root Financial Partners
California
$284K +$256K +702 New
PPC
869
Pennington Partners & Co
Maryland
$283K – – –
HCM
870
Howland Capital Management
Massachusetts
$282K -$4.37K -12 -2%
ACM
871
Andina Capital Management
Utah
$280K +$252K +693 New
TIM
872
Total Investment Management
Arizona
$280K +$252K +693 New
WIM
873
WealthPlan Investment Management
Nebraska
$277K +$250K +685 New
SWA
874
Sax Wealth Advisors
New Jersey
$277K +$249K +684 New
PFA
875
Pinnacle Family Advisors
Missouri
$275K +$250K +685 New
33 34
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36 37