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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
AI
251
AdvisorShares Investments
Maryland
$61.5M +$58.6M +102,400 New
KWM
252
Kingsview Wealth Management
Oregon
$61.5M -$1.98M -3,455 -3%
AAS
253
Ameritas Advisory Services
Nebraska
$61.2M +$17.4M +30,362 +42%
FFW
254
Fusion Family Wealth
New York
$60.9M -$1.44M -2,515 -2%
D.E. Shaw & Co
255
D.E. Shaw & Co
New York
$60.6M +$57.8M +100,900 New
SFG
256
Socha Financial Group
New York
$60.4M -$1.13M -1,978 -2%
KFBMI
257
Kentucky Farm Bureau Mutual Insurance
Kentucky
$60M
WA
258
Waverly Advisors
Alabama
$60M -$1.22M -2,124 -2%
EFS
259
Essex Financial Services
Connecticut
$60M +$1.72K +3 +0%
FWP
260
Falcon Wealth Planning
California
$59.9M +$1.38M +2,416 +2%
BAAM
261
Baker Avenue Asset Management
California
$59.9M +$8.97M +15,673 +19%
HFF
262
Halter Ferguson Financial
Indiana
$59.8M -$3.72M -6,492 -6%
P
263
&Partners
Tennessee
$59.7M +$14.9M +25,954 +35%
SWA
264
Serenus Wealth Advisors
California
$59.6M +$2.1M +3,673 +4%
WAP
265
Wealthcare Advisory Partners
Pennsylvania
$58.9M -$4.42M -7,727 -7%
Mitsubishi UFJ Trust & Banking
266
Mitsubishi UFJ Trust & Banking
Japan
$58.7M +$27.4M +47,869 +96%
Bank of New York Mellon
267
Bank of New York Mellon
New York
$58.7M -$3.97M -6,929 -7%
GRR
268
Golden Reserve Retirement
Ohio
$58.4M +$6.55M +11,446 +13%
NSLI
269
Nan Shan Life Insurance
Taiwan
$58.4M +$25.1M +43,864 +82%
NHC
270
Nicholas Hoffman & Company
Georgia
$58.3M +$257K +449 +0.5%
MSCM
271
McElhenny Sheffield Capital Management
Texas
$57.7M +$4.4M +7,685 +9%
PS
272
Portfolio Strategies
New York
$57.4M -$602K -1,051 -1%
AWP
273
Ascent Wealth Partners
New York
$57M +$178K +310 +0.3%
HWM
274
HB Wealth Management
Georgia
$56.8M +$8.95M +15,622 +20%
PCFFS
275
Pacific Center for Financial Services
California
$56.8M -$1.08M -1,891 -2%