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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
MKA
2726
M. Kulyk & Associates
Georgia
$730K – – –
DFG
2727
Dynamic Financial Group
Iowa
$728K -$19.4K -32 -2%
ESBC
2728
E.S. Barr & Co
Kentucky
$727K – – –
DW
2729
Dodds Wealth
Colorado
$726K -$35.8K -59 -4%
WLPWM
2730
Walled Lake Planning & Wealth Management
Illinois
$725K -$93.6K -154 -11%
HFM
2731
Hartford Financial Management
Connecticut
$725K – – –
SFG
2732
Sage Financial Group
Pennsylvania
$721K -$69.9K -115 -8%
HEM
2733
Henson-Edgewater Management
Ohio
$720K – – –
EFG
2734
Everest Financial Group
Minnesota
$720K +$758K +1,248 New
SWM
2735
Selby Wealth Management
California
$720K -$8.51K -14 -1%
BFA
2736
Bragg Financial Advisors
North Carolina
$720K -$18.8K -31 -2%
BCM
2737
Basso Capital Management
Connecticut
$719K -$727K -1,197 -49%
MIM
2738
MTM Investment Management
South Carolina
$718K +$48.6K +80 +7%
MWML
2739
M Wealth Management LLC
California
$718K – – –
W
2740
WPWealth
Texas
$716K -$40.1K -66 -5%
CA
2741
Cullinan Associates
Kentucky
$716K -$253K -416 -25%
AWM
2742
AAF Wealth Management
Massachusetts
$715K – – –
SIC
2743
SJS Investment Consulting
Ohio
$713K +$132K +218 +21%
AA
2744
Ascent Advisors
Minnesota
$713K +$750K +1,235 New
CPP
2745
Capasso Planning Partners
South Carolina
$713K -$122K -200 -14%
NCM
2746
Noesis Capital Mangement
Florida
$712K -$31.6K -52 -4%
APIM
2747
Agate Pass Investment Management
Washington
$712K -$15.2K -25 -2%
NW
2748
Naviter Wealth
Arkansas
$711K -$6.68K -11 -0.9%
IWAO
2749
Independence Wealth Advisors (Ohio)
Ohio
$711K -$1.25M -2,054 -63%
SFG
2750
Sather Financial Group
Texas
$711K +$81.4K +134 +12%
108 109
110
111 112