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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
376
Geneos Wealth Management
Colorado
$1.08M +$187K +1,305 +18%
LOAMS
377
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.08M -$243K -1,698 -16%
KWM
378
Kingsview Wealth Management
Oregon
$1.08M +$128K +895 +12%
BMSSC
379
B. Metzler seel. Sohn & Co
Germany
$1.07M -$8.15K -57 -0.7%
AC
380
Allstate Corporation
Illinois
$1.06M -$1.59M -11,104 -57%
TDB
381
Thompson David Blair
$1.05M -$38.5K -269 -3%
WH
382
Wallace Hart
Kentucky
$1.05M -$5.72K -40 -0.5%
JHU
383
Johns Hopkins University
Maryland
$1.05M
Assenagon Asset Management
384
Assenagon Asset Management
Luxembourg
$1.04M -$15.7K -110 -1%
JDLA
385
J. Derek Lewis & Associates
California
$1.04M +$222K +1,550 +23%
LCM
386
LCM Capital Management
Illinois
$1.02M
QFW
387
QTR Family Wealth
Florida
$1.01M +$3.86K +27 +0.4%
WI
388
Wahed Invest
New York
$1.01M +$151K +1,053 +15%
ACA
389
Aptus Capital Advisors
Alabama
$1.01M +$121K +849 +12%
SAW
390
Signal Advisors Wealth
Michigan
$993K +$95.6K +669 +9%
SB
391
SIG Brokerage
New York
$975K +$1.12M +7,816 New
SMA
392
Sage Mountain Advisors
Georgia
$972K +$258K +1,802 +30%
NDSIB
393
North Dakota State Investment Board
North Dakota
$966K -$222K -1,554 -17%
CIA
394
Concurrent Investment Advisors
Florida
$966K -$261K -1,827 -19%
CL
395
Choreo LLC
Illinois
$950K +$179K +1,254 +20%
WAP
396
Wealthcare Advisory Partners
Pennsylvania
$939K +$134K +936 +14%
GIA
397
Gladstone Institutional Advisory
Florida
$933K +$121K +844 +13%
MCM
398
MAI Capital Management
Ohio
$919K +$136K +949 +15%
AWA
399
Arkadios Wealth Advisors
Georgia
$917K +$273K +1,907 +35%
TIA
400
Traphagen Investment Advisors
New Jersey
$908K -$11.4K -80 -1%