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Strategy Inc

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
126
JP Morgan Private Wealth Advisors
California
$662K -$485K -12,880 -39%
CWM
127
C2C Wealth Management
Arizona
$644K +$490K +13,000 +200%
ProShare Advisors
128
ProShare Advisors
Maryland
$641K -$3.01K -80 -0.4%
CA
129
Cetera Advisors
Colorado
$638K +$348K +9,250 +91%
IAA
130
Independent Advisor Alliance
North Carolina
$622K -$52.7K -1,400 -7%
PI
131
PEAK6 Investments
Illinois
$603K +$691K +18,340 +61,133%
AQR Capital Management
132
AQR Capital Management
Connecticut
$596K +$207K +5,490 +43%
Corient Private Wealth
133
Corient Private Wealth
Florida
$575K +$95.6K +2,540 +17%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$572K -$77.2K -2,050 -11%
AB
135
Amalgamated Bank
New York
$557K +$27.9K +740 +5%
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$556K +$64.4K +1,710 +11%
KWA
137
Kingswood Wealth Advisors
California
$552K
Victory Capital Management
138
Victory Capital Management
Texas
$512K +$138K +3,660 +31%
Wellington Management Group
139
Wellington Management Group
Massachusetts
$498K -$2.16M -57,340 -79%
IA
140
IFP Advisors
Florida
$497K +$15.8K +420 +3%
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$490K -$26.4K -700 -4%
Handelsbanken Fonder
142
Handelsbanken Fonder
Sweden
$488K
SG Americas Securities
143
SG Americas Securities
New York
$481K -$11.7M -309,910 -95%
William Blair & Company
144
William Blair & Company
Illinois
$461K +$70.8K +1,880 +15%
FA
145
Faithward Advisors
Pennsylvania
$454K
AWM
146
Apollon Wealth Management
South Carolina
$441K +$56.5K +1,500 +13%
HF
147
HRT Financial
New York
$438K +$503K +13,360 New
Franklin Resources
148
Franklin Resources
California
$433K +$158K +4,200 +47%
Pictet Asset Management
149
Pictet Asset Management
Switzerland
$429K +$493K +13,080 New
SRAM
150
Spouting Rock Asset Management
Pennsylvania
$400K +$459K +12,190 New