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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
926
Ameritas Advisory Services
Nebraska
$226K -$656K -1,801 -76%
CWA
927
Crux Wealth Advisors
California
$226K +$203K +558 New
OCM
928
Objective Capital Management
Ohio
$225K +$203K +557 New
SAM
929
Smartleaf Asset Management
Massachusetts
$224K -$41.2K -113 -16%
GAM
930
Gemmer Asset Management
California
$223K +$201K +551 New
WC
931
Waterloo Capital
Texas
$222K +$200K +550 New
TWG
932
The Wealth Group
Minnesota
$220K +$199K +545 New
EWM
933
EPG Wealth Management
Georgia
$219K +$197K +541 New
PP
934
PDS Planning
Ohio
$219K +$197K +541 New
BWM
935
Birchcreek Wealth Management
Ohio
$218K +$197K +540 New
AGC
936
Aspen Grove Capital
Colorado
$218K +$196K +539 New
SCM
937
SCS Capital Management
Massachusetts
$217K +$196K +538 New
VCM
938
Versant Capital Management
Arizona
$217K +$69.2K +190 +55%
EW
939
Element Wealth
Mississippi
$215K +$194K +532 New
DWT
940
Dorsey & Whitney Trust
South Dakota
$215K +$194K +532 New
EL
941
Essex LLC
Illinois
$214K +$193K +530 New
OPWM
942
Oxinas Partners Wealth Management
Indiana
$214K +$193K +529 New
PWPS
943
Pinnacle Wealth Planning Services
Ohio
$213K +$192K +528 New
TSW
944
Three Seasons Wealth
Utah
$213K +$192K +527 New
BA
945
Bridgewater Advisors
New York
$212K +$195K +536 New
DIA
946
Dana Investment Advisors
Wisconsin
$211K +$191K +523 New
GAA
947
Global Assets Advisory
Florida
$211K -$428K -1,175 -68%
WB
948
Webster Bank
Connecticut
$210K – – –
NGA
949
Naples Global Advisors
Florida
$210K +$189K +520 New
QP
950
Quartz Partners
New York
$210K +$189K +520 New
36 37
38
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