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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
WFPG
2801
Waller Financial Planning Group
Ohio
$657K -$86.3K -142 -11%
B
2802
BetterWealth
California
$656K – – –
BMCM
2803
Burns Matteson Capital Management
New York
$655K -$51.6K -85 -7%
GWCM
2804
Godshalk Welsh Capital Management
Pennsylvania
$655K -$30.4K -50 -4%
BWA
2805
BCU Wealth Advisors
Illinois
$655K +$608 +1 +0.1%
CCG
2806
Capital CS Group
California
$655K -$2.26M -3,720 -77%
BWP
2807
Barlow Wealth Partners
Kentucky
$653K – – –
CWA
2808
Choice Wealth Advisors
Maine
$653K -$60.8K -100 -8%
KIG
2809
Kennedy Investment Group
New Jersey
$653K -$10.9K -18 -2%
CFSG
2810
Community Financial Services Group
Vermont
$653K – – –
TF
2811
Tenon Financial
New Jersey
$651K +$197K +324 +40%
IRP
2812
Investment Research Partners
Pennsylvania
$650K +$60.8K +100 +10%
KCPG
2813
Kavar Capital Partners Group
Kansas
$650K +$3.65K +6 +0.5%
PLFS
2814
Provident Living Financial Services
Utah
$648K +$10.3K +17 +2%
OHIS
2815
Oak Harvest Investment Services
Texas
$647K -$204K -335 -23%
HAP
2816
Harbor Asset Planning
Massachusetts
$646K +$1.22K +2 +0.2%
CA
2817
Capital Advantage
California
$645K -$1.22K -2 -0.2%
CC
2818
Climber Capital
Switzerland
$644K – – –
VPW
2819
Variant Private Wealth
Virginia
$643K -$9.72K -16 -1%
PGWM
2820
Pitti Group Wealth Management
New York
$643K -$608 -1 -0.1%
NC
2821
NewSquare Capital
Pennsylvania
$642K -$7.29K -12 -1%
QAM
2822
Q3 Asset Management
Michigan
$642K -$10.7M -17,616 -94%
GPA
2823
Garrison Point Advisors
California
$642K – – –
BCM
2824
Brasada Capital Management
Texas
$641K – – –
BWM
2825
BankPlus Wealth Management
Mississippi
$641K – – –
111 112
113
114 115