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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1001
Cloud Capital Management
Washington
$11K +$13K +35 New
BIA
1002
Bell Investment Advisors
California
$9.67K -$5.57K -15 -33%
PPA
1003
Painted Porch Advisors
California
$9.67K -$11.1K -30 -50%
CIA
1004
Cape Investment Advisory
Georgia
$9.67K -$1.11K -3 -9%
DAM
1005
Delta Asset Management
Tennessee
$9.67K – – –
STB
1006
S&T Bank
Pennsylvania
$9.67K +$6.68K +18 +150%
MAS
1007
MPWM Advisory Solutions
Georgia
$9.67K +$11.1K +30 New
ACA
1008
American Capital Advisory
Idaho
$9.35K – – –
CT
1009
Clearstead Trust
Maine
$9.02K +$371 +1 +4%
BWM
1010
Bullock Wealth Management
Indiana
$8.46K +$9.28K +25 New
MDA
1011
Minot DeBlois Advisors
Massachusetts
$8.05K – – –
PS
1012
Pinney & Scofield
Massachusetts
$8.05K – – –
PGAM
1013
Princeton Global Asset Management
New Jersey
$8.05K – – –
RBC
1014
Roble Belko & Company
Pennsylvania
$8K – – –
WT
1015
Whittier Trust
California
$7.74K +$8.16K +22 New
AA
1016
Addison Advisors
Vermont
$7.73K +$1.48K +4 +20%
TPBG
1017
Turning Point Benefit Group
Maryland
$7.45K +$8.16K +22 New
MAM
1018
Marquette Asset Management
Minnesota
$7.41K +$8.53K +23 New
PP
1019
PFS Partners
New Jersey
$6.77K – – –
RWS
1020
Retirement Wealth Solutions
Wisconsin
$6.77K +$7.79K +21 New
FDW
1021
Fourth Dimension Wealth
Ohio
$6.44K – – –
PMFA
1022
Plante Moran Financial Advisors
Michigan
$6.44K – – –
BGAI
1023
Bruce G. Allen Investments
Colorado
$6.12K -$1.48K -4 -17%
RWM
1024
Raffa Wealth Management
District of Columbia
$5.8K – – –
CWP
1025
Concord Wealth Partners
Virginia
$5.8K +$2.97K +8 +80%
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