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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
II
901
Inspire Investing
Idaho
$4.2K +$6.45K +28 New
SN
902
Sittner & Nelson
Oregon
$4.05K +$3.45K +15 +100%
AW
903
Avion Wealth
Texas
$4K -$4.6K -20 -39%
RBC
904
Roble Belko & Company
Pennsylvania
$4K – – –
IIM
905
IFC & Insurance Marketing
California
$4K +$6.22K +27 New
AA
906
Addison Advisors
Vermont
$3.95K +$460 +2 +8%
PS
907
Pinney & Scofield
Massachusetts
$3.8K – – –
TCOV
908
Trust Company of Vermont
Vermont
$3.8K +$2.3K +10 +67%
TPBG
909
Turning Point Benefit Group
Maryland
$3.8K +$691 +3 +14%
CIAS
910
CBIZ Investment Advisory Services
Ohio
$3.5K -$3.45K -15 -39%
WT
911
Whittier Trust
California
$3.48K – – –
GCM
912
Gunpowder Capital Management
Maryland
$3.34K +$5.07K +22 New
SC
913
SouthState Corp
Florida
$3.19K -$3.68K -16 -43%
PP
914
PFS Partners
New Jersey
$3.19K – – –
IAS
915
IMA Advisory Services
Colorado
$3.19K +$4.14K +18 +600%
PMFA
916
Plante Moran Financial Advisors
Michigan
$3.04K – – –
NL
917
Navalign LLC
California
$3.04K +$4.6K +20 New
PAI
918
Pittenger & Anderson Inc
Nebraska
$3.04K +$4.6K +20 New
RWM
919
Raffa Wealth Management
District of Columbia
$2.89K +$230 +1 +6%
CWP
920
Concord Wealth Partners
Virginia
$2.73K – – –
ZBNA
921
Zions Bancorporation, National Association
Utah
$2.73K +$1.38K +6 +50%
BGAI
922
Bruce G. Allen Investments
Colorado
$2.58K -$460 -2 -11%
BTD
923
BankPlus Trust Department
Mississippi
$2.58K – – –
TCM
924
Tradewinds Capital Management
Washington
$2.43K – – –
BOJHT
925
Bank of Jackson Hole Trust
Wyoming
$2.43K +$3.68K +16 New
35 36
37
38 39