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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2976
Daner Wealth Management
Georgia
$365K +$313K +630 New
MLL
2977
Moody Lynn & Lieberson
Massachusetts
$365K – – –
DWM
2978
Dogwood Wealth Management
Kansas
$365K -$7.6M -15,291 -96%
SFG
2979
SevenBridge Financial Group
Pennsylvania
$365K – – –
AM
2980
Atwater Malick
Pennsylvania
$365K – – –
CWD
2981
Clarity Wealth Development
Oregon
$364K – – –
RB
2982
Rodgers Brothers
Pennsylvania
$361K – – –
MCIA
2983
Mountain Capital Investment Advisors
Colorado
$361K +$69.1K +139 +27%
VCM
2984
Versant Capital Management
Arizona
$360K +$92K +185 +40%
BIM
2985
Bridges Investment Management
Nebraska
$359K – – –
WWG
2986
West Wealth Group
California
$359K +$26.9K +54 +9%
AWM
2987
Able Wealth Management
New Jersey
$358K -$18.5M -37,261 -98%
SPI
2988
Sutton Place Investors
New York
$358K +$35.8K +72 +12%
ZAM
2989
Zevin Asset Management
Massachusetts
$358K -$297K -597 -48%
AFIA
2990
America First Investment Advisors
Nebraska
$357K – – –
PW
2991
PUREfi Wealth
Massachusetts
$357K +$30.8K +62 +11%
GD
2992
Grandfield & Dodd
New York
$357K -$45.8K -92 -12%
NHT
2993
New Hampshire Trust
New Hampshire
$356K – – –
SRCM
2994
Signature Resources Capital Management
California
$354K +$81.6K +164 +34%
BWP
2995
Baldwin Wealth Partners
Massachusetts
$354K -$57.2K -115 -15%
RWA
2996
Rooted Wealth Advisors
Illinois
$353K +$3.48K +7 +1%
MFS
2997
Mattson Financial Services
Michigan
$353K +$318K +640 New
WA
2998
Wambolt & Associates
Colorado
$351K +$16.4K +33 +5%
BIG
2999
Brooklyn Investment Group
New York
$351K +$250K +502 +372%
TCM
3000
Tufton Capital Management
Maryland
$351K +$71.6K +144 +29%
118 119
120
121 122