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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2851
BankPlus Wealth Management
Mississippi
$811K -$6.19K -9 -0.8%
KCM
2852
Kathmere Capital Management
Pennsylvania
$810K -$52.3K -76 -6%
CC
2853
Cornerstone Capital
California
$807K +$79.1K +115 +12%
WAC
2854
William Allan Corp
Colorado
$807K – – –
LFS
2855
Legacy Financial Strategies
Kansas
$807K +$339K +492 +82%
FSBI
2856
Fearless Solutions (Best Invest)
Texas
$806K +$245K +356 +48%
SFC
2857
SYM Financial Corp
Indiana
$805K +$79.8K +116 +12%
VPW
2858
Variant Private Wealth
Virginia
$805K -$15.1K -22 -2%
IF
2859
IRON Financial
Illinois
$804K -$493K -716 -40%
PWP
2860
Prasad Wealth Partners
Ohio
$802K – – –
GP
2861
Gallo Partners
New Jersey
$802K +$749K +1,089 New
TTWM
2862
TCV Trust & Wealth Management
Virginia
$800K +$92.2K +134 +14%
GM
2863
GeoWealth Management
Illinois
$799K +$31K +45 +4%
BCM
2864
Brasada Capital Management
Texas
$799K -$3.44K -5 -0.5%
BWA
2865
BCU Wealth Advisors
Illinois
$799K -$34.4K -50 -4%
BWM
2866
BigSur Wealth Management
Florida
$799K -$68.8K -100 -8%
BFA
2867
Ballast Financial Advisors
Pennsylvania
$798K +$180K +261 +32%
KPWM
2868
KDK Private Wealth Management
Texas
$798K +$498K +724 +202%
IFO
2869
Independent Family Office
New York
$798K +$30.3K +44 +4%
WSCM
2870
Wellington Shields Capital Management
New York
$796K -$79.1K -115 -10%
PS
2871
Planning Strategies
Pennsylvania
$796K +$743K +1,080 New
WCM
2872
Whitener Capital Management
North Carolina
$795K +$28.9K +42 +4%
SFWA
2873
Summit Financial Wealth Advisors
Louisiana
$795K +$49.5K +72 +7%
SFFS
2874
Stonehage Fleming Financial Services
Jersey
$795K – – –
RWM
2875
Raffa Wealth Management
District of Columbia
$793K +$688 +1 +0.1%