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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2626
Fairhaven Wealth Management
Illinois
$551K – – –
OCPWS
2627
One Charles Private Wealth Services
Massachusetts
$551K – – –
TI
2628
Trexquant Investment
Connecticut
$551K -$587K -1,160 -52%
RWM
2629
Raffa Wealth Management
District of Columbia
$551K +$1.52K +3 +0.3%
AIFAIM
2630
American Institute for Advanced Investment Management
Arizona
$550K -$141K -278 -21%
RCA
2631
Roberts Capital Advisors
Colorado
$550K +$217K +430 +67%
AFM
2632
Abbot Financial Management
Massachusetts
$548K – – –
LT
2633
Legacy Trust
Michigan
$547K – – –
GC
2634
Gibson Capital
Pennsylvania
$547K – – –
SCA
2635
Stuart Chaussee & Associates
California
$545K -$54.6K -108 -9%
TFP
2636
Tilia Fiduciary Partners
North Carolina
$545K +$41K +81 +8%
BWM
2637
Brickley Wealth Management
California
$544K – – –
DMIC
2638
Dixon Mitchell Investment Counsel
British Columbia, Canada
$542K – – –
FZCM
2639
Flynn Zito Capital Management
New York
$542K -$7.08K -14 -1%
PWP
2640
Precedent Wealth Partners
Texas
$541K -$24.8K -49 -4%
KCP
2641
Kera Capital Partners
California
$540K +$534K +1,056 New
AWM
2642
AAF Wealth Management
Massachusetts
$540K +$534K +1,056 New
WWM
2643
Waterway Wealth Management
Texas
$539K +$100K +198 +23%
MFA
2644
Morling Financial Advisors
California
$539K +$314K +621 +143%
PAWA
2645
Palo Alto Wealth Advisors
California
$539K +$506 +1 +0.1%
CWA
2646
Crux Wealth Advisors
California
$537K +$532K +1,051 New
WF
2647
Whelan Financial
California
$537K -$46.5K -92 -8%
CAS
2648
CTC Alternative Strategies
Illinois
$537K +$531K +1,050 New
JAA
2649
Joel Adams & Associates
North Carolina
$537K +$531K +1,050 New
VFP
2650
Vested Financial Planning
California
$537K +$531K +1,050 New
104 105
106
107 108