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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
JRPIM
2976
Journey Retirement Planning & Investment Management
Idaho
$566K +$565K +921 New
AWA
2977
AGH Wealth Advisors
Kansas
$565K +$4.91K +8 +0.9%
SKK
2978
Shepherd Kaplan Krochuk
Massachusetts
$565K +$614 +1 +0.1%
CTA
2979
Colonial Trust Advisors
South Carolina
$564K +$1.23K +2 +0.2%
CASB
2980
Cape Ann Savings Bank
Massachusetts
$564K – – –
OFS
2981
Opus Financial Solutions
Illinois
$564K +$563K +918 New
MHIC
2982
Marble Harbor Investment Counsel
Massachusetts
$563K -$362K -590 -39%
BA
2983
Bluesphere Advisors
Pennsylvania
$563K – – –
HC
2984
Hamilton Capital
Ohio
$562K +$561K +915 New
BCWM
2985
Ball & Co Wealth Management
Tennessee
$560K +$485K +791 +688%
RWA
2986
Redmont Wealth Advisors
Illinois
$559K -$763K -1,243 -58%
BPC
2987
Bearing Point Capital
Minnesota
$559K +$68.1K +111 +14%
MFPI
2988
Midwest Financial Partners Investments
Minnesota
$559K +$558K +910 New
TA
2989
TPG Advisors
Illinois
$559K -$28.8K -47 -5%
BTW
2990
Boston Trust Walden
Massachusetts
$558K – – –
RTL
2991
Red Tortoise LLC
Georgia
$558K -$60.1K -98 -10%
CAM
2992
Claret Asset Management
Quebec, Canada
$556K +$57.7K +94 +12%
BC
2993
Brio Consultants
California
$555K -$47.9K -78 -8%
GWWM
2994
Great Waters Wealth Management
Minnesota
$555K – – –
AWM
2995
Able Wealth Management
New Jersey
$554K +$164K +268 +42%
OCPWS
2996
One Charles Private Wealth Services
Massachusetts
$554K -$46K -75 -8%
LRPA
2997
L. Roy Papp & Associates
Arizona
$553K +$175K +286 +47%
S
2998
Sunpointe
Missouri
$553K +$37.4K +61 +7%
CFGW
2999
Chancellor Financial Group WB
Pennsylvania
$552K – – –
FA
3000
Fountainhead AM
New Jersey
$552K -$3.55M -5,789 -87%
118 119
120
121 122