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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
2551
Schrum Private Wealth Management
Florida
$552K
ZIG
2552
Zullo Investment Group
Pennsylvania
$551K +$5.59K +11 +0.9%
DCM
2553
DGS Capital Management
New Jersey
$551K -$213K -420 -26%
CCA
2554
Childress Capital Advisors
Texas
$547K +$593K +1,168 New
HFM
2555
Hartford Financial Management
Connecticut
$546K +$100K +197 +20%
SPG
2556
Strategic Planning Group
Utah
$546K -$29K -57 -5%
RIP
2557
RAM Investment Partners
Washington
$545K -$2.54K -5 -0.4%
WPC
2558
White Pine Capital
Minnesota
$545K -$374K -737 -39%
PP
2559
Paloma Partners
Connecticut
$544K -$5.1M -10,029 -90%
DI
2560
DDFG Inc
California
$542K
NPAN
2561
Northeast Planning Associates NH
New Hampshire
$541K
BFS
2562
Baskin Financial Services
Ontario, Canada
$540K +$27.4K +54 +5%
Prudential Financial
2563
Prudential Financial
New Jersey
$539K
IWA
2564
Icon Wealth Advisors
Texas
$539K +$108K +213 +23%
OWA
2565
Opal Wealth Advisors
New York
$539K +$105K +207 +22%
WFA
2566
WestHill Financial Advisors
California
$538K -$55.9K -110 -9%
SNBOSD
2567
Security National Bank of So Dak
Iowa
$537K
GVCM
2568
Global View Capital Management
Wisconsin
$536K -$50.3K -99 -8%
SWRP
2569
Summit Wealth & Retirement Planning
California
$536K
LL
2570
LPWM LLC
Minnesota
$536K
M
2571
MOTCO
Texas
$536K +$30.5K +60 +6%
BMCM
2572
Burns Matteson Capital Management
New York
$534K -$117K -231 -17%
VDI
2573
Vaughan David Investments
Illinois
$533K +$66K +130 +13%
CFO
2574
Custos Family Office
Texas
$532K +$1.02K +2 +0.2%
FFA
2575
Fortune Financial Advisors
Kansas
$531K +$189K +372 +49%