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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
EFP
2826
Elser Financial Planning
Indiana
$523K -$30.9K -54 -6%
FM
2827
Foster & Motley
Ohio
$520K +$24.6K +43 +5%
SFG
2828
Sather Financial Group
Texas
$520K +$5.15K +9 +1%
HFS
2829
Hopwood Financial Services
Virginia
$519K +$85.9K +150 +21%
BCFS
2830
Butensky & Cohen Financial Security
Florida
$518K -$25.2K -44 -5%
HWM
2831
Hohimer Wealth Management
Washington
$518K +$573 +1 +0.1%
LWM
2832
Lakeridge Wealth Management
Ohio
$516K – – –
TIAAOA
2833
Teachers Insurance & Annuity Association of America
New York
$516K -$99.1K -173 -17%
GP
2834
Gridiron Partners
Pennsylvania
$515K – – –
SCP
2835
Stevens Capital Partners
Nebraska
$512K +$48.7K +85 +11%
IA
2836
Inspire Advisors
Idaho
$511K +$26.3K +46 +6%
PWM
2837
Provident Wealth Management
Tennessee
$511K -$3.44K -6 -0.7%
TLCM
2838
Twin Lakes Capital Management
California
$510K +$573 +1 +0.1%
CAM
2839
Councilmark Asset Management
Tennessee
$510K – – –
MC
2840
Matisse Capital
Oregon
$510K +$573 +1 +0.1%
CWG
2841
Crown Wealth Group
North Carolina
$509K -$1.72K -3 -0.4%
SWM
2842
Sculati Wealth Management
Michigan
$509K – – –
TCTWM
2843
Three Cord True Wealth Management
Pennsylvania
$507K -$690K -1,205 -59%
GPWA
2844
Great Point Wealth Advisors
Massachusetts
$507K +$484K +845 New
BRM
2845
Boston Research & Management
Massachusetts
$507K – – –
PFWA
2846
Paces Ferry Wealth Advisors
Georgia
$506K – – –
WAOI
2847
Wealth Advisors of Iowa
Iowa
$504K – – –
S
2848
Sunpointe
Missouri
$504K +$13.2K +23 +3%
OCG
2849
Opus Capital Group
Ohio
$504K – – –
OL
2850
Optas LLC
Texas
$503K +$97.3K +170 +25%
112 113
114
115 116