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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
NWMG
2751
Nicholson Wealth Management Group
South Carolina
$521K +$46.3K +93 +11%
CHA
2752
Cooper/Haims Advisors
New York
$521K +$12.4K +25 +3%
CA
2753
Cullinan Associates
Kentucky
$520K -$49.7K -100 -10%
D
2754
Dentgroup
Louisiana
$520K – – –
BWP
2755
Barlow Wealth Partners
Kentucky
$520K – – –
HTWM
2756
Hartmann Taylor Wealth Management
Texas
$520K -$497 -1 -0.1%
DFS
2757
Dixon Fnancial Services
California
$519K – – –
PSIWM
2758
Paradigm Strategies in Wealth Management
Minnesota
$519K +$20.4K +41 +5%
CANC
2759
Culbertson A N & Co
Virginia
$517K – – –
SIA
2760
Strategic Investment Advisors
Michigan
$517K +$10.4K +21 +2%
BFG
2761
Birch Financial Group
New Hampshire
$515K +$46.8K +94 +11%
PWM
2762
Parkworth Wealth Management
California
$515K +$995 +2 +0.2%
LIWM
2763
Long Island Wealth Management
New York
$514K +$14.9K +30 +3%
SNWA
2764
Siligmueller & Norvid Wealth Advisors
Illinois
$514K +$1.49K +3 +0.3%
BFIM
2765
Beese Fulmer Investment Management
Ohio
$514K – – –
WFMPM
2766
Woodley Farra Manion Portfolio Management
Indiana
$513K +$497 +1 +0.1%
RIM
2767
RW Investment Management
Idaho
$507K -$17.4K -35 -4%
SKK
2768
Shepherd Kaplan Krochuk
Massachusetts
$507K +$457K +919 New
SFC
2769
SYM Financial Corp
Indiana
$507K -$11.9K -24 -3%
CASB
2770
Cape Ann Savings Bank
Massachusetts
$506K – – –
EFP
2771
Elser Financial Planning
Indiana
$506K +$199K +401 +78%
SBF
2772
Sara-Bay Financial
Florida
$504K +$454K +913 New
WFP
2773
Wrenne Financial Planning
Kentucky
$503K -$59.7K -120 -12%
AFA
2774
Avant Financial Advisors
Texas
$502K – – –
TCOTS
2775
Trust Company of the South
North Carolina
$501K – – –