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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
BSSFA
2626
Baron Silver Stevens Financial Advisors
Florida
$488K -$72.1K -142 -12%
GA
2627
GoalVest Advisory
New York
$487K +$354K +696 +202%
ST
2628
Sageworth Trust
Pennsylvania
$485K – – –
DP
2629
Divergent Planning
Maryland
$484K +$12.2K +24 +2%
WFP
2630
Wrenne Financial Planning
Kentucky
$484K +$86.4K +170 +20%
CWA
2631
Consilium Wealth Advisory
Texas
$482K -$10.2K -20 -2%
LWM
2632
Lodestone Wealth Management
Washington
$481K – – –
RP
2633
Rice Partnership
Hawaii
$481K +$33K +65 +7%
KCPG
2634
Kavar Capital Partners Group
Kansas
$481K +$33K +65 +7%
WH
2635
Wallace Hart
Kentucky
$481K -$55.3M -108,846 -99%
SCA
2636
Stonebridge Capital Advisors
Minnesota
$481K -$405K -797 -44%
BC
2637
Brio Consultants
California
$480K -$129K -254 -20%
GWM
2638
Gibbs Wealth Management
Georgia
$479K +$16.3K +32 +3%
HIA
2639
HTG Investment Advisors
Connecticut
$478K – – –
SA
2640
Shilanski & Associates
Alaska
$477K +$64.5K +127 +14%
RA
2641
Rise Advisors
New York
$476K -$572K -1,126 -53%
HPBT
2642
Hickory Point Bank & Trust
Illinois
$475K -$25.4K -50 -5%
CSD
2643
Clear Street Derivatives
New York
$475K -$43.3M -85,294 -99%
PW
2644
Potentia Wealth
California
$474K +$77.7K +153 +18%
AIA
2645
AIMZ Investment Advisors
California
$473K +$226K +444 +79%
AC
2646
AlpenGlobal Capital
California
$473K -$1.02K -2 -0.2%
WA
2647
Wealthstream Advisors
New York
$472K – – –
PFM
2648
Peak Financial Management
Massachusetts
$471K -$289K -569 -36%
FF
2649
Friday Financial
Iowa
$471K – – –
GC
2650
Gruss & Co
Florida
$469K -$1.02M -2,000 -67%
104 105
106
107 108