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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
926
Objective Capital Management
Ohio
$225K +$203K +557 New
SAM
927
Smartleaf Asset Management
Massachusetts
$224K -$41.2K -113 -16%
GAM
928
Gemmer Asset Management
California
$223K +$201K +551 New
WC
929
Waterloo Capital
Texas
$222K +$200K +550 New
TWG
930
The Wealth Group
Minnesota
$220K +$199K +545 New
EWM
931
EPG Wealth Management
Georgia
$219K +$197K +541 New
PP
932
PDS Planning
Ohio
$219K +$197K +541 New
BWM
933
Birchcreek Wealth Management
Ohio
$218K +$197K +540 New
AGC
934
Aspen Grove Capital
Colorado
$218K +$196K +539 New
SCM
935
SCS Capital Management
Massachusetts
$217K +$196K +538 New
VCM
936
Versant Capital Management
Arizona
$217K +$69.2K +190 +55%
EW
937
Element Wealth
Mississippi
$215K +$194K +532 New
DWT
938
Dorsey & Whitney Trust
South Dakota
$215K +$194K +532 New
EL
939
Essex LLC
Illinois
$214K +$193K +530 New
OPWM
940
Oxinas Partners Wealth Management
Indiana
$214K +$193K +529 New
PWPS
941
Pinnacle Wealth Planning Services
Ohio
$213K +$192K +528 New
TSW
942
Three Seasons Wealth
Utah
$213K +$192K +527 New
BA
943
Bridgewater Advisors
New York
$212K +$195K +536 New
DIA
944
Dana Investment Advisors
Wisconsin
$211K +$191K +523 New
GAA
945
Global Assets Advisory
Florida
$211K -$428K -1,175 -68%
WB
946
Webster Bank
Connecticut
$210K – – –
NGA
947
Naples Global Advisors
Florida
$210K +$189K +520 New
QP
948
Quartz Partners
New York
$210K +$189K +520 New
NIWA
949
New Insight Wealth Advisors
California
$209K +$189K +518 New
SL
950
Sentry LLC
Tennessee
$209K +$189K +518 New
36 37
38
39 40