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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
1001
Moisand Fitzgerald Tamayo
Florida
$89.7K – – –
CFO
1002
CVA Family Office
Colorado
$88.5K +$4.74K +13 +6%
HWM
1003
HighMark Wealth Management
Minnesota
$86.9K – – –
GEA
1004
Glen Eagle Advisors
New Jersey
$85.3K +$4.01K +11 +6%
GBT
1005
Grove Bank & Trust
Florida
$85.3K +$47.7K +131 +164%
QWM
1006
Quaker Wealth Management
New Jersey
$82.5K +$74.3K +204 New
CAM
1007
Costello Asset Management
Pennsylvania
$80.8K – – –
FG
1008
Fairman Group
Pennsylvania
$80.8K – – –
PWAM
1009
Private Wealth Asset Management
Iowa
$78.8K +$68.8K +189 +3,150%
GWSA
1010
Global Wealth Strategies & Associates
Colorado
$78K -$78.3K -215 -53%
TFM
1011
TFC Financial Management
Massachusetts
$76.8K -$6.56K -18 -9%
DWM
1012
Darwin Wealth Management
Florida
$76.8K – – –
PFBT
1013
Parkside Financial Bank & Trust
Missouri
$72.8K +$18.6K +51 +40%
SFCL
1014
Strengthening Families & Communities LLC
Massachusetts
$72.4K +$91.4K +251 New
DJSG
1015
D.J. St. Germain
Massachusetts
$71.5K – – –
AWM
1016
Activest Wealth Management
Florida
$69.1K +$1.82K +5 +3%
HFS
1017
Hopwood Financial Services
Virginia
$64.7K -$5.46K -15 -9%
SFFS
1018
Stonehage Fleming Financial Services
Jersey
$64.7K -$100K -275 -63%
OWA
1019
Opal Wealth Advisors
New York
$63.5K +$729 +2 +1%
ITIM
1020
Indiana Trust & Investment Management
Indiana
$60.6K – – –
AT
1021
Arlington Trust
Alabama
$60.2K +$25.1K +69 +86%
CCA
1022
Catalyst Capital Advisors
New York
$59.8K -$9.47K -26 -15%
NRG
1023
Nemes Rush Group
Michigan
$55K – – –
SIS
1024
Strategic Investment Solutions
Illinois
$54.2K -$230K -632 -83%
DIP
1025
DT Investment Partners
Pennsylvania
$52.5K – – –
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