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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
W
2601
WPWealth
Texas
$725K -$147K -257 -18%
VFIC
2602
Valley Forge Investment Consultants
Pennsylvania
$723K -$433K -757 -39%
BAM
2603
BOS Asset Management
Illinois
$722K
JFG
2604
JDM Financial Group
Texas
$721K -$688K -1,202 -50%
CC
2605
Corsicana & Co
Texas
$720K +$687K +1,200 New
DPW
2606
DiNuzzo Private Wealth
Pennsylvania
$720K -$18.9K -33 -3%
VWM
2607
Valley Wealth Managers
New Jersey
$720K -$6.3K -11 -0.9%
CWA
2608
Crux Wealth Advisors
California
$718K +$55K +96 +9%
ZI
2609
ZEGA Investments
Florida
$716K +$109K +190 +19%
RK
2610
Rather & Kittrell
Tennessee
$714K +$681K +1,189 New
SA
2611
SFI Advisors
New Jersey
$713K +$680K +1,188 New
ZIG
2612
Zullo Investment Group
Pennsylvania
$709K +$1.15K +2 +0.2%
RP
2613
Rice Partnership
Hawaii
$708K
B
2614
BetterWealth
California
$704K +$370K +647 +123%
SPG
2615
Strategic Planning Group
Utah
$704K +$573 +1 +0.1%
CAG
2616
Centerpoint Advisory Group
Kansas
$704K -$50.4K -88 -7%
SFS
2617
Summit Financial Strategies
Ohio
$703K +$44.1K +77 +7%
WPC
2618
White Pine Capital
Minnesota
$703K -$573 -1 -0.1%
OHIS
2619
Oak Harvest Investment Services
Texas
$702K -$429K -750 -39%
CCA
2620
Childress Capital Advisors
Texas
$701K
OCM
2621
Orser Capital Management
Texas
$699K +$667K +1,165 New
CCA
2622
Carrera Capital Advisors
Michigan
$698K +$8.02K +14 +1%
PC
2623
Permanens Capital
New York
$696K +$119K +208 +22%
PSP
2624
Pacific Sage Partners
Washington
$696K
MNBTD
2625
Moody National Bank Trust Division
Texas
$696K +$206K +359 +45%