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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
3001
WestHill Financial Advisors
California
$674K -$75.7K -110 -11%
HC
3002
Hamilton Capital
Ohio
$674K – – –
PWP
3003
Parkwoods Wealth Partners
New York
$674K +$60.5K +88 +11%
FFA
3004
Fortune Financial Advisors
Kansas
$670K – – –
FWM
3005
Fonville Wealth Management
Virginia
$666K -$6.19K -9 -1%
SFO
3006
Stenger Family Office
Illinois
$665K +$133K +193 +27%
HFA
3007
Highland Financial Advisors
New Jersey
$664K +$213K +309 +52%
MWA
3008
MFA Wealth Advisors
Pennsylvania
$664K -$638K -927 -51%
BMWS
3009
Brady Martz Wealth Solutions
North Dakota
$663K +$45.4K +66 +8%
AIA
3010
Accelerate Investment Advisors
California
$663K +$56.4K +82 +10%
PMG
3011
Private Management Group
California
$662K -$2.06K -3 -0.3%
BWIA
3012
Bryant Woods Investment Advisors
New York
$660K +$13.1K +19 +2%
TWP
3013
TFO Wealth Partners
Ohio
$659K +$153K +222 +33%
SP
3014
SIH Partners
Delaware
$656K -$57.1K -83 -9%
PA
3015
Planning Alternatives
Michigan
$656K – – –
LIWM
3016
Long Island Wealth Management
New York
$655K – – –
SC
3017
Sykon Capital
New York
$653K -$3.89M -5,660 -86%
LIM
3018
Loudon Investment Management
New Hampshire
$651K +$25.5K +37 +4%
VWM
3019
Valley Wealth Managers
New Jersey
$650K -$180K -262 -23%
MWA
3020
Monograph Wealth Advisors
California
$649K -$86K -125 -12%
VCM
3021
Versant Capital Management
Arizona
$648K +$162K +235 +36%
FMII
3022
Farmers & Merchants Investments Inc
Nebraska
$648K -$3.44K -5 -0.6%
CPA
3023
Compass Planning Associates
Massachusetts
$647K +$605K +879 New
FLII
3024
First Long Island Investors
New York
$644K – – –
CFMC
3025
Curbstone Financial Management Corp
New Hampshire
$642K +$89.4K +130 +18%
119 120
121
122 123