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Strategy Inc
MSTR

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1101
Plante Moran Financial Advisors
Michigan
$8.09K -$17.8K -49 -71%
AA
1102
Addison Advisors
Vermont
$8.09K – – –
FDW
1103
Fourth Dimension Wealth
Ohio
$8.09K – – –
SIS
1104
Sound Income Strategies
Florida
$8.09K – – –
DRP
1105
Decker Retirement Planning
Utah
$8.09K +$7.29K +20 New
DWA
1106
Delos Wealth Advisors
Texas
$8.09K +$7.29K +20 New
BBHC
1107
Brown Brothers Harriman & Co
New York
$7.68K +$6.92K +19 New
CSPIA
1108
Cary Street Partners Investment Advisory
Virginia
$7.68K +$6.92K +19 New
RWM
1109
Raffa Wealth Management
District of Columbia
$7.28K +$364 +1 +6%
CH
1110
Cromwell Holdings
Wyoming
$7.28K +$4.01K +11 +157%
HFS
1111
Hughes Financial Services
Virginia
$6.9K +$1.46K +4 +29%
BTD
1112
BankPlus Trust Department
Mississippi
$6.87K – – –
TCM
1113
Tradewinds Capital Management
Washington
$6.47K – – –
TWD
1114
True Wealth Design
Ohio
$6.27K +$4.01K +11 +220%
TCOV
1115
Trust Company of Vermont
Vermont
$6.06K – – –
RWM
1116
RMG Wealth Management
Wisconsin
$6.03K +$5.1K +14 New
TPWA
1117
Twin Peaks Wealth Advisors
California
$5.89K +$5.46K +15 New
WCM
1118
WealthTrak Capital Management
Virginia
$5.26K +$1.82K +5 +63%
RA
1119
Rise Advisors
New York
$5.25K +$3.28K +9 +225%
AP
1120
Aspect Partners
Virginia
$4.85K – – –
BBPWM
1121
Blue Bell Private Wealth Management
Pennsylvania
$4.85K – – –
MAFA
1122
MJT & Associates Financial Advisory
Minnesota
$4.85K – – –
ZBNA
1123
Zions Bancorporation, National Association
Utah
$4.85K +$2.19K +6 +100%
STB
1124
S&T Bank
Pennsylvania
$4.85K +$4.37K +12 New
GCS
1125
Gordian Capital (Singapore)
Singapore
$4.04K -$364K -1,000 -99%
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45
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