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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
251
Sequoia Financial Advisors
Ohio
$51.1M +$2.43M +4,801 +5%
EK
252
Evensky & Katz
Florida
$50.3M -$1.44M -2,856 -3%
FFW
253
Fusion Family Wealth
New York
$50.3M -$41K -81 -0.1%
KWM
254
Kingsview Wealth Management
Oregon
$50.1M -$439K -868 -0.9%
EFS
255
Essex Financial Services
Connecticut
$49.3M +$604K +1,195 +1%
BAM
256
Belpointe Asset Management
Nevada
$49.1M -$3.53M -6,981 -6%
VVP
257
Venture Visionary Partners
Ohio
$49M +$519K +1,026 +1%
WAP
258
Wealthcare Advisory Partners
Pennsylvania
$48.8M +$1.23M +2,430 +3%
SFG
259
Socha Financial Group
New York
$48.6M +$1.71M +3,383 +4%
AWP
260
Ascent Wealth Partners
New York
$48.6M +$371K +734 +0.8%
JIC
261
Johnson Investment Counsel
Ohio
$48.2M +$4.1M +8,098 +9%
MP
262
Moment Partners
California
$48.1M +$47.5M +93,993 New
FTS
263
Fifth Third Securities
Ohio
$48M +$1.19M +2,347 +3%
MA
264
Mutual Advisors
Nebraska
$47.8M +$1.18M +2,333 +3%
JGC
265
J. Goldman & Co
New York
$47.6M +$40.9M +80,874 +661%
TWM
266
Tanglewood Wealth Management
Texas
$47.6M +$6.88M +13,598 +17%
SWA
267
Serenus Wealth Advisors
California
$47.5M +$51.4M +101,590 New
Bank of New York Mellon
268
Bank of New York Mellon
New York
$47.4M +$3.69M +7,295 +9%
RA
269
RFG Advisory
Alabama
$47.1M +$46.6M +92,040 New
PS
270
Portfolio Strategies
New York
$47M +$295K +583 +0.6%
AllianceBernstein
271
AllianceBernstein
Tennessee
$46.9M +$853K +1,686 +2%
G
272
GenTrust
Florida
$46.6M +$3.66M +7,232 +9%
ACM
273
Alpha Capital Management
Texas
$46.5M -$75.9K -150 -0.2%
WA
274
Waverly Advisors
Alabama
$46.5M +$4.45M +8,792 +11%
ANTB
275
AMG National Trust Bank
Colorado
$46.1M -$205K -406 -0.5%