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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
MNBTD
2801
Moody National Bank Trust Division
Texas
$375K -$9.65K -19 -2%
PFM
2802
Phillips Financial Management
Indiana
$373K +$4.57K +9 +1%
SCM
2803
Stordahl Capital Management
Colorado
$373K – – –
GWM
2804
Gitterman Wealth Management
New Jersey
$372K – – –
MQWP
2805
Morey & Quinn Wealth Partners
Nebraska
$372K +$62.5K +123 +18%
MSR
2806
Main Street Research
Connecticut
$371K -$121K -239 -23%
KWA
2807
Kondo Wealth Advisors
California
$369K -$40.6K -80 -9%
BTW
2808
Boston Trust Walden
Massachusetts
$369K – – –
AT
2809
Avalon Trust
New Mexico
$369K +$312K +614 +355%
TF
2810
Tenon Financial
New Jersey
$368K – – –
BRM
2811
Boston Research & Management
Massachusetts
$368K -$15.8K -31 -4%
SCM
2812
Sollinda Capital Management
Florida
$368K -$12.7K -25 -3%
XPN
2813
XY Planning Network
Montana
$367K +$397K +782 New
HC
2814
Headland Capital
South Carolina
$366K +$14.7K +29 +4%
MWA
2815
Monograph Wealth Advisors
California
$366K – – –
BA
2816
Baugh & Associates
Georgia
$366K +$508 +1 +0.1%
CPA
2817
Cathy Pareto & Associates
Florida
$364K -$23.4K -46 -6%
FFBTD
2818
First Financial Bank - Trust Division
Ohio
$364K – – –
OSNBOA
2819
Old Second National Bank of Aurora
Illinois
$363K – – –
APC
2820
Asset Planning Corporation
Tennessee
$363K +$44.7K +88 +13%
MAG
2821
MRA Advisory Group
New Jersey
$363K – – –
FM
2822
Foster & Motley
Ohio
$362K – – –
TC
2823
TAGStone Capital
North Carolina
$362K – – –
AC
2824
AIFG Consultants
New York
$362K +$392K +771 New
GMFG
2825
Greater Midwest Financial Group
Minnesota
$362K -$76.7K -151 -16%
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113
114 115