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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
876
Roble Belko & Company
Pennsylvania
$4K +$715 +5 +20%
AF
877
Align Financial
Minnesota
$3.74K -$604K -4,225 -99%
PCFFS
878
Pacific Center for Financial Services
California
$3.74K -$42.9K -300 -91%
DAM
879
Delta Asset Management
Tennessee
$3.74K – – –
CW
880
Curio Wealth
Maryland
$3.74K +$4.29K +30 New
MGI
881
Miller Global Investments
Texas
$3.49K – – –
MCM
882
Manchester Capital Management
Vermont
$3.37K -$2.29K -16 -37%
HNW
883
High Note Wealth
Minnesota
$3.37K +$2.29K +16 +145%
RWM
884
Raffa Wealth Management
District of Columbia
$3.25K +$1K +7 +37%
PS
885
Pinney & Scofield
Massachusetts
$3.12K – – –
RWS
886
Retirement Wealth Solutions
Wisconsin
$3.12K +$3.57K +25 New
MG
887
Mather Group
Illinois
$2.83K +$3.29K +23 New
GCM
888
Gunpowder Capital Management
Maryland
$2.75K – – –
RWM
889
RMG Wealth Management
Wisconsin
$2.74K – – –
PP
890
PFS Partners
New Jersey
$2.62K – – –
SHIM
891
Stone House Investment Management
Pennsylvania
$2.62K +$3K +21 New
AA
892
Addison Advisors
Vermont
$2.5K -$858 -6 -23%
TFA
893
Transamerica Financial Advisors
Florida
$2.5K +$2.29K +16 +400%
WAS
894
Winch Advisory Services
Wisconsin
$2.37K +$2.72K +19 New
TPWA
895
Twin Peaks Wealth Advisors
California
$2.34K +$2.72K +19 New
BBHC
896
Brown Brothers Harriman & Co
New York
$2.25K -$2K -14 -44%
BTD
897
BankPlus Trust Department
Mississippi
$2.12K – – –
SC
898
SouthState Corp
Florida
$2K -$715 -5 -24%
TCM
899
Tradewinds Capital Management
Washington
$2K – – –
TWD
900
True Wealth Design
Ohio
$2K +$1.86K +13 +433%
34 35
36
37 38