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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1026
Plancorp LLC
Missouri
– -$798K -2,478 Closed
KWM
1027
Kiker Wealth Management
Georgia
– -$796K -2,469 Closed
IFWM
1028
Institute for Wealth Management
Colorado
– -$782K -2,427 Closed
PWP
1029
Pursue Wealth Partners
California
– -$773K -2,400 Closed
EFG
1030
Ethos Financial Group
Pennsylvania
– -$735K -2,280 Closed
WIA
1031
Wealthedge Investment Advisors
New York
– -$731K -2,269 Closed
DADC
1032
D.A. Davidson & Co
Montana
– -$713K -2,213 Closed
CAI
1033
Capital Advisors Inc
Oklahoma
– -$701K -2,176 Closed
SB
1034
SIG Brokerage
New York
– -$484K -2,101 Closed
PCM
1035
Patient Capital Management
Maryland
– -$674K -2,092 Closed
GC
1036
Grimes & Company
Massachusetts
– -$671K -2,082 Closed
MFIM
1037
Mesirow Financial Investment Management
Illinois
– -$668K -2,073 Closed
PMAM
1038
Picton Mahoney Asset Management
Ontario, Canada
– -$666K -2,069 Closed
AAM
1039
American Asset Management
Florida
– -$644K -2,000 Closed
NIP
1040
Nicholas Investment Partners
California
– -$643K -1,997 Closed
GLF
1041
Groupe la Francaise
France
– -$517K -1,860 Closed
CAMG
1042
CWA Asset Management Group
Florida
– -$578K -1,794 Closed
EWM
1043
Empirical Wealth Management
Washington
– -$572K -1,774 Closed
SMC
1044
Smith, Moore & Co
Missouri
– -$570K -1,768 Closed
CIS
1045
Custom Index Systems
New York
– -$569K -1,767 Closed
SWP
1046
Sagespring Wealth Partners
Tennessee
– -$560K -1,738 Closed
SC
1047
SummitTX Capital
Texas
– -$541K -1,680 Closed
FP
1048
Fiduciary Planning
Florida
– -$524K -1,626 Closed
AWG
1049
Altus Wealth Group
Colorado
– -$523K -1,624 Closed
OPWM
1050
Oakwell Private Wealth Management
Texas
– -$521K -1,618 Closed
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