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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
JEST
901
JTC Employer Solutions Trustee
Jersey
$243K – – –
DWG
902
Darden Wealth Group
Michigan
$243K +$219K +600 New
GH
903
GAM Holding
Switzerland
$243K +$219K +600 New
HFAS
904
Hummer Financial Advisory Services
Illinois
$243K +$219K +600 New
JSSH
905
J. Safra Sarasin Holding
$243K +$219K +600 New
BTI
906
Blue Trust Inc
Georgia
$242K -$365K -1,002 -63%
MYAM
907
Meiji Yasuda Asset Management
Japan
$242K -$914K -2,509 -81%
ICM
908
III Capital Management
Florida
$238K +$215K +590 New
WA
909
WPG Advisers
Maryland
$238K +$13.8K +38 +7%
RSWM
910
Robertson Stephens Wealth Management
California
$237K +$214K +587 New
BFA
911
Beacon Financial Advisory
Ohio
$237K +$213K +586 New
KP
912
Keel Point
Alabama
$236K +$213K +584 New
CFD
913
Creative Financial Designs
Indiana
$235K -$44.8K -123 -17%
WP
914
Westmount Partners
California
$234K -$745K -2,045 -78%
GC
915
Grimes & Company
Massachusetts
$233K +$210K +577 New
SEIA
916
Signature Estate & Investment Advisors
California
$232K -$102K -281 -33%
VH
917
Visionary Horizons
Tennessee
$232K +$209K +575 New
MAWA
918
Moss Adams Wealth Advisors
Washington
$230K +$208K +570 New
EWM
919
Evermay Wealth Management
Virginia
$230K -$4.01K -11 -2%
CM
920
Capula Management
Cayman Islands
$229K -$473M -1,299,433 -100%
CIA
921
Capital Investment Advisors
Georgia
$229K -$222K -610 -52%
POIA
922
Pin Oak Investment Advisors
Texas
$228K +$81.2K +223 +39%
FAM
923
Formidable Asset Management
Ohio
$227K – – –
AAS
924
Ameritas Advisory Services
Nebraska
$226K -$656K -1,801 -76%
CWA
925
Crux Wealth Advisors
California
$226K +$203K +558 New
35 36
37
38 39