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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2701
Axim Planning & Wealth
Ohio
$201K +$186K +490 New
HI
2702
Hendershot Investments
Virginia
$195K – – –
EWP
2703
Elevation Wealth Partners
California
$188K – – –
HGA
2704
Hobbs Group Advisors
South Carolina
$182K +$169K +445 New
DWA
2705
Dougherty Wealth Advisers
Minnesota
$180K -$1.52K -4 -0.9%
CIR
2706
Clear Investment Research
Georgia
$177K -$1.9K -5 -1%
CHAM
2707
Clear Harbor Asset Management
Connecticut
$174K +$162K +426 New
FBC
2708
Fairfield, Bush & Co
Connecticut
$174K +$162K +426 New
SWM
2709
Sanctuary Wealth Management
Idaho
$172K +$119K +314 +293%
QCG
2710
Quadrant Capital Group
Ohio
$172K +$33.4K +88 +27%
IA
2711
IFS Advisors
Kansas
$170K – – –
MRCM
2712
M&R Capital Management
New Jersey
$169K – – –
PFA
2713
Pathway Financial Advisers
Indiana
$168K -$25.8K -68 -14%
GI
2714
GAMMA Investing
California
$167K +$152K +400 New
EWM
2715
Evermay Wealth Management
Virginia
$166K – – –
GG
2716
Gleason Group
Kentucky
$164K -$29.2K -77 -16%
CSB
2717
City State Bank
Iowa
$161K – – –
CI
2718
CX Institutional
Indiana
$161K -$1.01M -2,649 -87%
MTIC
2719
Missouri Trust & Investment Company
Missouri
$159K -$3.8K -10 -3%
JFG
2720
JDM Financial Group
Texas
$158K +$380 +1 +0.3%
HWM
2721
HighMark Wealth Management
Minnesota
$154K – – –
SIC
2722
SJS Investment Consulting
Ohio
$153K – – –
LFA
2723
Level Financial Advisors
New York
$148K -$7.97K -21 -5%
HF
2724
Halpern Financial
Virginia
$146K +$41.4K +109 +42%
BFS
2725
Bare Financial Services
Pennsylvania
$146K +$135K +356 New
107 108
109
110 111