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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
126
HSBC Holdings
United Kingdom
$788K +$263K +3,820 +36%
Principal Financial Group
127
Principal Financial Group
Iowa
$785K -$145K -2,110 -13%
AWM
128
AE Wealth Management
Kansas
$780K +$702K +10,210 +248%
AQR Capital Management
129
AQR Capital Management
Connecticut
$773K -$714K -10,380 -42%
DY
130
Dowling & Yahnke
California
$758K +$103K +1,500 +12%
MC
131
Moors & Cabot
Massachusetts
$696K +$105K +1,530 +14%
Public Employees Retirement Association of Colorado
132
Public Employees Retirement Association of Colorado
Colorado
$687K -$91.4K -1,330 -10%
Balyasny Asset Management
133
Balyasny Asset Management
Illinois
$669K +$844K +12,280 New
SEI Investments
134
SEI Investments
Pennsylvania
$652K +$448K +6,510 +119%
COPPSERS
135
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$645K -$525K -7,630 -39%
CWM
136
C2C Wealth Management
Arizona
$640K +$808K +11,750 New
AAS
137
Avantax Advisory Services
Texas
$632K +$378K +5,500 +90%
PIA
138
Perennial Investment Advisors
California
$596K -$8.94K -130 -1%
MIM
139
MTM Investment Management
South Carolina
$577K -$1.38K -20 -0.2%
DTL
140
Dynamic Technology Lab
Singapore
$577K +$371K +5,400 +104%
SWM
141
SeaCrest Wealth Management
New York
$567K +$716K +10,410 New
T
142
TOBAM
France
$558K +$404K +5,870 +134%
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$557K +$175K +2,540 +33%
ECM
144
ExodusPoint Capital Management
New York
$549K -$8.19M -119,080 -92%
CAM
145
Campion Asset Management
Virginia
$541K +$683K +9,940 New
DS
146
DRW Securities
Illinois
$523K +$661K +9,610 New
ESCM
147
Echo Street Capital Management
New York
$510K -$153K -2,230 -19%
EMG
148
ETF Managers Group
New Jersey
$509K -$9.62K -140 -2%
CFA
149
Carroll Financial Associates
North Carolina
$508K +$564K +8,200 +5,125%
WAM
150
Wolverine Asset Management
Illinois
$491K +$620K +9,020 New