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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
76
Independent Advisor Alliance
North Carolina
$1.06M +$306K +12,200 +32%
MIM
77
MetLife Investment Management
New Jersey
$1.06M
RIA
78
Realta Investment Advisors
Delaware
$1.02M +$752 +30 +0.1%
UBS Group
79
UBS Group
Switzerland
$981K -$373K -14,860 -24%
AIG
80
American International Group
New York
$948K +$15.8K +630 +1%
SIG
81
Stonegate Investment Group
Alabama
$902K +$87.8K +3,500 +9%
Stifel Financial
82
Stifel Financial
Missouri
$846K -$235K -9,360 -19%
CWA
83
Capital Wealth Alliance
Arizona
$845K
Wellington Management Group
84
Wellington Management Group
Massachusetts
$801K -$419K -16,700 -31%
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$793K -$16.3K -650 -2%
PCM
86
PenderFund Capital Management
British Columbia, Canada
$792K
Creative Planning
87
Creative Planning
Kansas
$782K +$71.7K +2,860 +8%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$767K +$17.3K +690 +2%
FC
89
FORA Capital
Florida
$759K +$897K +35,750 New
JMPWA
90
JP Morgan Private Wealth Advisors
California
$734K +$413K +16,450 +91%
KAS
91
Kestra Advisory Services
Texas
$721K +$852K +33,960 New
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$711K +$16.1K +640 +2%
HIMC
93
Heritage Investors Management Corp
Maryland
$702K
AAS
94
Avantax Advisory Services
Texas
$654K +$14.3K +570 +2%
Ensign Peak Advisors
95
Ensign Peak Advisors
Utah
$635K -$612K -24,400 -45%
Citigroup
96
Citigroup
New York
$616K -$561K -22,380 -44%
RJFSA
97
Raymond James Financial Services Advisors
Florida
$603K -$5.77K -230 -0.8%
Parallax Volatility Advisers
98
Parallax Volatility Advisers
California
$593K +$701K +27,950 New
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$576K -$216K -8,600 -24%
ASRS
100
Arizona State Retirement System
Arizona
$538K +$2.51K +100 +0.4%