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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
2751
Cooper/Haims Advisors
New York
$521K +$12.4K +25 +3%
CA
2752
Cullinan Associates
Kentucky
$520K -$49.7K -100 -10%
D
2753
Dentgroup
Louisiana
$520K
BWP
2754
Barlow Wealth Partners
Kentucky
$520K
HTWM
2755
Hartmann Taylor Wealth Management
Texas
$520K -$497 -1 -0.1%
DFS
2756
Dixon Fnancial Services
California
$519K
PSIWM
2757
Paradigm Strategies in Wealth Management
Minnesota
$519K +$20.4K +41 +5%
CANC
2758
Culbertson A N & Co
Virginia
$517K
SIA
2759
Strategic Investment Advisors
Michigan
$517K +$10.4K +21 +2%
BFG
2760
Birch Financial Group
New Hampshire
$515K +$46.8K +94 +11%
PWM
2761
Parkworth Wealth Management
California
$515K +$995 +2 +0.2%
LIWM
2762
Long Island Wealth Management
New York
$514K +$14.9K +30 +3%
SNWA
2763
Siligmueller & Norvid Wealth Advisors
Illinois
$514K +$1.49K +3 +0.3%
BFIM
2764
Beese Fulmer Investment Management
Ohio
$514K
WFMPM
2765
Woodley Farra Manion Portfolio Management
Indiana
$513K +$497 +1 +0.1%
RIM
2766
RW Investment Management
Idaho
$507K -$17.4K -35 -4%
SKK
2767
Shepherd Kaplan Krochuk
Massachusetts
$507K +$457K +919 New
SFC
2768
SYM Financial Corp
Indiana
$507K -$11.9K -24 -3%
CASB
2769
Cape Ann Savings Bank
Massachusetts
$506K
EFP
2770
Elser Financial Planning
Indiana
$506K +$199K +401 +78%
SBF
2771
Sara-Bay Financial
Florida
$504K +$454K +913 New
WFP
2772
Wrenne Financial Planning
Kentucky
$503K -$59.7K -120 -12%
AFA
2773
Avant Financial Advisors
Texas
$502K
TCOTS
2774
Trust Company of the South
North Carolina
$501K
MGIA
2775
Matthew Goff Investment Advisor
Texas
$501K +$101K +203 +29%