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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
876
Atlantic Union Bankshares
Virginia
$202K +$186K +500 +397%
BAAM
877
Baker Avenue Asset Management
California
$202K +$232K +626 New
KA
878
Kercheville Advisors
Texas
$201K -$145K -390 -38%
EHC
879
Everett Harris & Co
California
$200K -$4.08K -11 -2%
HFS
880
Howard Financial Services
Texas
$200K +$742 +2 +0.3%
WA
881
WPG Advisers
Maryland
$193K +$4.08K +11 +2%
JEST
882
JTC Employer Solutions Trustee
Jersey
$193K – – –
AFWM
883
Abich Financial Wealth Management
Virginia
$180K +$208K +560 New
TFIPS
884
Towarzystwo Funduszy Inwestycyjnych PZU SA
$176K +$18.6K +50 +10%
BTI
885
Blue Trust Inc
Georgia
$175K -$21.1K -57 -10%
MA
886
MCF Advisors
Kentucky
$174K +$168K +452 +520%
TWC
887
TD Waterhouse Canada
Ontario, Canada
$166K – – –
WCM
888
Weaver Capital Management
Georgia
$161K -$631K -1,700 -77%
VCM
889
Versant Capital Management
Arizona
$159K -$16.3K -44 -8%
HNB
890
Huntington National Bank
Ohio
$150K -$138K -372 -44%
WB
891
Webster Bank
Connecticut
$148K -$22.3K -60 -12%
SWP
892
Strategic Wealth Partners
Ohio
$145K -$153K -413 -48%
RFG
893
REAP Financial Group
Texas
$145K +$52.3K +141 +45%
MFT
894
Moisand Fitzgerald Tamayo
Florida
$142K +$81.3K +219 +99%
CJ
895
Caitlin John
Michigan
$140K +$161K +434 New
EWM
896
Evermay Wealth Management
Virginia
$138K -$52.7K -142 -25%
OIA
897
Optimum Investment Advisors
Illinois
$132K +$37.1K +100 +32%
CI
898
CX Institutional
Indiana
$127K +$41.9K +113 +40%
SAM
899
S.A. Mason
Michigan
$126K – – –
CAL
900
Capital Advisors Ltd
Ohio
$123K -$3.71K -10 -3%
34 35
36
37 38