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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
2476
WESPAC Advisors SoCal
California
$781K
EFG
2477
Everhart Financial Group
Ohio
$780K -$11.4K -23 -2%
RIP
2478
RAM Investment Partners
Washington
$780K +$125K +251 +22%
CWA
2479
Cura Wealth Advisors
Illinois
$778K -$216K -434 -24%
EA
2480
Emerald Advisors
Washington
$778K
SWMP
2481
Signature Wealth Management Partners
New Jersey
$777K +$90.5K +182 +15%
USWIA
2482
UP Strategic Wealth Investment Advisors
Pennsylvania
$777K +$14.9K +30 +2%
IJWM
2483
Inman Jager Wealth Management
Mississippi
$776K +$11.9K +24 +2%
TBC
2484
Ted Buchan & Co
California
$775K +$25.4K +51 +4%
MPWT
2485
MassMutual Private Wealth & Trust
Connecticut
$775K +$75.6K +152 +12%
UBG
2486
United Bank (Georgia)
Georgia
$774K
TI
2487
Truepoint Inc
Ohio
$774K +$24.9K +50 +4%
BFO
2488
Biltmore Family Office
North Carolina
$772K
CNTOF
2489
Canandaigua National Trust of Florida
New York
$772K -$7.96K -16 -1%
ANHIM
2490
Alan N. Hoffman Investment Management
Massachusetts
$771K
AFM
2491
Abbot Financial Management
Massachusetts
$770K +$37.3K +75 +6%
AA
2492
Addison Advisors
Vermont
$770K
RWS
2493
Resolute Wealth Strategies
Mississippi
$770K +$2.98K +6 +0.4%
OWA
2494
Opal Wealth Advisors
New York
$769K +$122K +245 +21%
HPIA
2495
Hamilton Point Investment Advisors
North Carolina
$768K
DW
2496
Durante & Waters
New York
$761K
SM
2497
Sweeney & Michel
California
$758K +$360K +723 +112%
MAA
2498
Matrix Asset Advisors
New York
$757K +$11.4K +23 +2%
EM
2499
Excalibur Management
Massachusetts
$754K +$497 +1 +0.1%
LSL
2500
Legacy Solutions LLC
Pennsylvania
$749K