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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
TGIA
2926
Torrey Growth & Income Advisors
California
$560K – – –
LAM
2927
Lakewood Asset Management
Illinois
$559K +$163K +269 +38%
SWRP
2928
Summit Wealth & Retirement Planning
California
$558K -$79.6K -131 -12%
EWM
2929
Elmwood Wealth Management
California
$557K – – –
FCA
2930
FLC Capital Advisors
California
$557K -$149K -246 -20%
HCMT
2931
Highland Capital Management (Tennessee)
Tennessee
$556K – – –
AWM
2932
Able Wealth Management
New Jersey
$556K +$37.1K +61 +7%
WFP
2933
Worthington Financial Partners
Ohio
$554K -$18.8K -31 -3%
RF
2934
RHS Financial
California
$554K +$355K +585 +156%
AIA
2935
AIMZ Investment Advisors
California
$554K -$12.8K -21 -2%
SCP
2936
Stevens Capital Partners
Nebraska
$551K +$13.4K +22 +2%
AWA
2937
Adapt Wealth Advisors
Georgia
$550K -$608 -1 -0.1%
TTWM
2938
TCV Trust & Wealth Management
Virginia
$550K -$230K -379 -28%
NL
2939
NorthAvenue LLC
Ohio
$549K -$10.3K -17 -2%
CAM
2940
Claret Asset Management
Quebec, Canada
$548K +$27.3K +45 +5%
MHR
2941
Matthew Hamilton Rosenberg
$547K – – –
PSFG
2942
Park Square Financial Group
Georgia
$545K +$574K +945 New
RIG
2943
Ramiah Investment Group
Wisconsin
$545K -$7.97M -13,121 -93%
NWMG
2944
Nicholson Wealth Management Group
South Carolina
$545K -$1.82K -3 -0.3%
KWM
2945
Koa Wealth Management
California
$543K -$29.8K -49 -5%
OFS
2946
Opus Financial Solutions
Illinois
$543K +$13.4K +22 +2%
OFG
2947
Orcam Financial Group
California
$539K – – –
SKK
2948
Shepherd Kaplan Krochuk
Massachusetts
$538K +$7.29K +12 +1%
MA
2949
MJP Associates
Connecticut
$537K +$3.65K +6 +0.6%
TWM
2950
Troutman Wealth Management
Pennsylvania
$537K +$608 +1 +0.1%
116 117
118
119 120