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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
901
S.A. Mason
Michigan
$126K – – –
CAL
902
Capital Advisors Ltd
Ohio
$123K -$3.71K -10 -3%
BWL
903
Bogart Wealth LLC
Virginia
$119K +$43K +116 +46%
AA
904
Ancora Advisors
Ohio
$116K +$37.1K +100 +38%
VC
905
Vestor Capital
Illinois
$114K -$331K -891 -72%
FHC
906
First Horizon Corporation
Tennessee
$112K +$129K +348 New
CWM
907
Cedar Wealth Management
California
$111K +$128K +345 New
MHR
908
Matthew Hamilton Rosenberg
$110K – – –
PCFFS
909
Pacific Center for Financial Services
California
$106K – – –
CLOS
910
Compagnie Lombard Odier SCmA
Switzerland
$101K -$55.3K -149 -32%
WIM
911
Westside Investment Management
California
$98.4K +$20K +54 +22%
NSIM
912
North Star Investment Management
Illinois
$96.7K -$3.71K -10 -3%
LSPW
913
Lake Street Private Wealth
Illinois
$92.8K +$107K +288 New
DF
914
Dunhill Financial
United Kingdom
$88.6K +$54.5K +147 +115%
DCM
915
Dudley Capital Management
Virginia
$83.8K +$96.5K +260 New
BFS
916
Burkett Financial Services
South Carolina
$80.6K – – –
EFMH
917
E Fund Management (HK)
Hong Kong
$75.7K +$43.4K +117 +99%
GEA
918
Glen Eagle Advisors
New Jersey
$70.2K +$2.6K +7 +3%
SFFS
919
Stonehage Fleming Financial Services
Jersey
$67.7K +$18.6K +50 +31%
QWM
920
Quaker Wealth Management
New Jersey
$65.1K -$742 -2 -1%
PFA
921
Pathway Financial Advisers
Indiana
$64.8K +$74.6K +201 New
PTC
922
Private Trust Company
Ohio
$64.8K -$217K -586 -74%
CAM
923
Costello Asset Management
Pennsylvania
$64.4K – – –
FG
924
Fairman Group
Pennsylvania
$64.4K – – –
CFO
925
CVA Family Office
Colorado
$63.8K -$7.79K -21 -10%
35 36
37
38 39