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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
FDW
1101
Fourth Dimension Wealth
Ohio
$8.09K – – –
SIS
1102
Sound Income Strategies
Florida
$8.09K – – –
DRP
1103
Decker Retirement Planning
Utah
$8.09K +$7.29K +20 New
DWA
1104
Delos Wealth Advisors
Texas
$8.09K +$7.29K +20 New
BBHC
1105
Brown Brothers Harriman & Co
New York
$7.68K +$6.92K +19 New
CSPIA
1106
Cary Street Partners Investment Advisory
Virginia
$7.68K +$6.92K +19 New
RWM
1107
Raffa Wealth Management
District of Columbia
$7.28K +$364 +1 +6%
CH
1108
Cromwell Holdings
Wyoming
$7.28K +$4.01K +11 +157%
HFS
1109
Hughes Financial Services
Virginia
$6.9K +$1.46K +4 +29%
BTD
1110
BankPlus Trust Department
Mississippi
$6.87K – – –
TCM
1111
Tradewinds Capital Management
Washington
$6.47K – – –
TWD
1112
True Wealth Design
Ohio
$6.27K +$4.01K +11 +220%
TCOV
1113
Trust Company of Vermont
Vermont
$6.06K – – –
RWM
1114
RMG Wealth Management
Wisconsin
$6.03K +$5.1K +14 New
TPWA
1115
Twin Peaks Wealth Advisors
California
$5.89K +$5.46K +15 New
WCM
1116
WealthTrak Capital Management
Virginia
$5.26K +$1.82K +5 +63%
RA
1117
Rise Advisors
New York
$5.25K +$3.28K +9 +225%
AP
1118
Aspect Partners
Virginia
$4.85K – – –
BBPWM
1119
Blue Bell Private Wealth Management
Pennsylvania
$4.85K – – –
MAFA
1120
MJT & Associates Financial Advisory
Minnesota
$4.85K – – –
ZBNA
1121
Zions Bancorporation, National Association
Utah
$4.85K +$2.19K +6 +100%
STB
1122
S&T Bank
Pennsylvania
$4.85K +$4.37K +12 New
GCS
1123
Gordian Capital (Singapore)
Singapore
$4.04K -$364K -1,000 -99%
CWP
1124
Concord Wealth Partners
Virginia
$4.04K – – –
PWA
1125
Principia Wealth Advisory
Texas
$4.04K +$729 +2 +25%
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