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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
2976
American Trust
Kentucky
$280K -$22.7M -44,601 -99%
FMI
2977
F/M Investments
District of Columbia
$280K +$303K +597 New
WGCA
2978
Wolf Group Capital Advisors
Virginia
$279K +$302K +594 New
ICP
2979
Interchange Capital Partners
Pennsylvania
$278K +$3.05K +6 +1%
CUAMC
2980
China Universal Asset Management Company
China
$277K +$40.1K +79 +15%
SPIA
2981
Strategic Point Investment Advisors
Rhode Island
$277K -$6.61K -13 -2%
HA
2982
Herold Advisors
New York
$276K – – –
PW
2983
PUREfi Wealth
Massachusetts
$275K +$76.7K +151 +35%
YP
2984
YANKCOM Partnership
South Dakota
$274K +$37.6K +74 +14%
WWG
2985
West Wealth Group
California
$274K +$43.7K +86 +17%
SWM
2986
Sendero Wealth Management
Texas
$273K +$296K +583 New
SFS
2987
Shaker Financial Services
Virginia
$273K – – –
BIA
2988
Biondo Investment Advisors
Pennsylvania
$273K – – –
GP
2989
Guardian Partners
Canada
$273K -$50.8K -100 -14%
DFG
2990
Demars Financial Group
Washington
$272K +$24.4K +48 +9%
HR
2991
Howe & Rusling
New York
$272K +$74.7K +147 +34%
KWM
2992
Kingsman Wealth Management
Florida
$271K +$294K +579 New
CNWM
2993
Clay Northam Wealth Management
California
$271K – – –
SPI
2994
Sutton Place Investors
New York
$271K +$293K +577 New
PGF
2995
Plan Group Financial
Oklahoma
$270K +$293K +576 New
VFG
2996
V2 Financial group
Illinois
$270K -$38.1K -75 -12%
SC
2997
Summa Corp
Texas
$270K – – –
BCIM
2998
Bishop & Co Investment Management
Pennsylvania
$269K – – –
SFWA
2999
Summit Financial Wealth Advisors
Louisiana
$269K +$81.8K +161 +39%
LWANC
3000
Laurel Wealth Advisors (North Carolina)
North Carolina
$269K +$60.5K +119 +26%
118 119
120
121 122