QQQ icon

Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
2526
4J Wealth Management
Virginia
$728K +$30.8K +62 +5%
NI
2527
Natural Investments
California
$727K – – –
PGWM
2528
Pitti Group Wealth Management
New York
$727K +$15.9K +32 +2%
SSW
2529
Stone Summit Wealth
Florida
$726K -$1.49K -3 -0.2%
DW
2530
Dodds Wealth
Colorado
$726K +$16.4K +33 +3%
DLCIG
2531
D.L. Carlson Investment Group
New Hampshire
$725K -$4.48K -9 -0.7%
OFS
2532
Oldfather Financial Services
Nebraska
$725K -$20.4K -41 -3%
SFG
2533
Sage Financial Group
Pennsylvania
$724K -$219K -441 -25%
AIFAIM
2534
American Institute for Advanced Investment Management
Arizona
$723K -$2.49K -5 -0.4%
MF
2535
Montis Financial
Massachusetts
$722K -$79.1K -159 -11%
CCA
2536
Clarity Capital Advisors
Florida
$722K +$497 +1 +0.1%
BF
2537
Brogan Financial
Tennessee
$720K +$87.5K +176 +16%
MIM
2538
MTM Investment Management
South Carolina
$718K +$2.49K +5 +0.4%
LI
2539
LRI Investments
Florida
$717K – – –
CA
2540
CGN Advisors
Kansas
$715K – – –
TF
2541
TLWM Financial
Texas
$715K – – –
DPW
2542
DiNuzzo Private Wealth
Pennsylvania
$714K – – –
MCG
2543
McCollum Christoferson Group
New York
$714K +$24.9K +50 +4%
LT
2544
Legacy Trust
Michigan
$713K +$111K +223 +21%
JFA
2545
JNBA Financial Advisors
Minnesota
$711K -$11.9K -24 -2%
IWP
2546
IAG Wealth Partners
Wisconsin
$710K +$1.99K +4 +0.3%
AIA
2547
Acute Investment Advisory
Arizona
$710K -$419K -842 -40%
ESBC
2548
E.S. Barr & Co
Kentucky
$709K -$12.4K -25 -2%
GWCM
2549
Godshalk Welsh Capital Management
Pennsylvania
$709K -$12.4K -25 -2%
KCP
2550
Kera Capital Partners
California
$709K +$639K +1,285 New
100 101
102
103 104