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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
LCGC
2901
Legacy Capital Group California
California
$368K +$3.54K +7 +1%
MHR
2902
Matthew Hamilton Rosenberg
$367K -$26.8K -53 -7%
First Western Trust Bank
2903
First Western Trust Bank
Colorado
$366K – – –
Vanguard Capital Wealth Advisors
2904
Vanguard Capital Wealth Advisors
Colorado
$366K – – –
JWBC
2905
John W. Brooker & Co
California
$365K +$24.3K +48 +7%
MSFP
2906
Mark Sheptoff Financial Planning
Connecticut
$364K -$7.08K -14 -2%
MWP
2907
MYCIO Wealth Partners
Pennsylvania
$363K – – –
RWM
2908
RBA Wealth Management
California
$362K +$358K +708 New
MWA
2909
MN Wealth Advisors
Kansas
$362K -$15.7K -31 -4%
CB
2910
CNB Bank
Pennsylvania
$361K -$27.8K -55 -7%
Matthew Goff Investment Advisor
2911
Matthew Goff Investment Advisor
Texas
$361K – – –
Guardian Partners
2912
Guardian Partners
Canada
$361K +$354K +700 New
GAM
2913
GEM Asset Management
Michigan
$360K +$506 +1 +0.1%
Francis Financial
2914
Francis Financial
$358K -$9.1K -18 -3%
LAM
2915
Lakewood Asset Management
Illinois
$358K -$5.06K -10 -1%
LIM
2916
Loudon Investment Management
New Hampshire
$358K +$19.2K +38 +6%
Trust Company of the South
2917
Trust Company of the South
North Carolina
$357K – – –
Beaird Harris Wealth Management
2918
Beaird Harris Wealth Management
Texas
$355K -$53.1K -105 -13%
BF
2919
Brooklyn FI
New York
$354K -$4.55K -9 -1%
HFO
2920
Heritage Family Offices
Arizona
$353K +$50.6K +100 +17%
WAM
2921
Wernau Asset Management
Massachusetts
$353K +$349K +690 New
Washington Trust
2922
Washington Trust
Rhode Island
$353K -$138K -273 -28%
NBWM
2923
North Berkeley Wealth Management
California
$353K +$349K +690 New
HWMO
2924
Heritage Wealth Management (Ohio)
Ohio
$352K -$4.05K -8 -1%
APC
2925
Asset Planning Corporation
Tennessee
$351K +$1.01K +2 +0.3%