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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
TSMHT
1001
Thurston Springer Miller Herd & Titak
Indiana
$93.4K – – –
MYIA
1002
Mount Yale Investment Advisors
Colorado
$91.8K +$82.7K +227 New
MFT
1003
Moisand Fitzgerald Tamayo
Florida
$89.7K – – –
CFO
1004
CVA Family Office
Colorado
$88.5K +$4.74K +13 +6%
HWM
1005
HighMark Wealth Management
Minnesota
$86.9K – – –
GEA
1006
Glen Eagle Advisors
New Jersey
$85.3K +$4.01K +11 +6%
GBT
1007
Grove Bank & Trust
Florida
$85.3K +$47.7K +131 +164%
QWM
1008
Quaker Wealth Management
New Jersey
$82.5K +$74.3K +204 New
CAM
1009
Costello Asset Management
Pennsylvania
$80.8K – – –
FG
1010
Fairman Group
Pennsylvania
$80.8K – – –
PWAM
1011
Private Wealth Asset Management
Iowa
$78.8K +$68.8K +189 +3,150%
GWSA
1012
Global Wealth Strategies & Associates
Colorado
$78K -$78.3K -215 -53%
TFM
1013
TFC Financial Management
Massachusetts
$76.8K -$6.56K -18 -9%
DWM
1014
Darwin Wealth Management
Florida
$76.8K – – –
PFBT
1015
Parkside Financial Bank & Trust
Missouri
$72.8K +$18.6K +51 +40%
SFCL
1016
Strengthening Families & Communities LLC
Massachusetts
$72.4K +$91.4K +251 New
DJSG
1017
D.J. St. Germain
Massachusetts
$71.5K – – –
AWM
1018
Activest Wealth Management
Florida
$69.1K +$1.82K +5 +3%
HFS
1019
Hopwood Financial Services
Virginia
$64.7K -$5.46K -15 -9%
SFFS
1020
Stonehage Fleming Financial Services
Jersey
$64.7K -$100K -275 -63%
OWA
1021
Opal Wealth Advisors
New York
$63.5K +$729 +2 +1%
ITIM
1022
Indiana Trust & Investment Management
Indiana
$60.6K – – –
AT
1023
Arlington Trust
Alabama
$60.2K +$25.1K +69 +86%
CCA
1024
Catalyst Capital Advisors
New York
$59.8K -$9.47K -26 -15%
NRG
1025
Nemes Rush Group
Michigan
$55K – – –
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