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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
3001
Compass Planning Associates
Massachusetts
$647K +$605K +879 New
FLII
3002
First Long Island Investors
New York
$644K – – –
CFMC
3003
Curbstone Financial Management Corp
New Hampshire
$642K +$89.4K +130 +18%
NA
3004
Navellier & Associates
Nevada
$642K +$600K +872 New
MPIA
3005
Mountain Pacific Investment Advisers
Idaho
$641K – – –
GPWA
3006
Great Point Wealth Advisors
Massachusetts
$641K -$17.2K -25 -3%
RFWA
3007
RPg Family Wealth Advisory
Massachusetts
$640K +$25.5K +37 +4%
KWM
3008
Koa Wealth Management
California
$636K -$52.3K -76 -8%
CLOS
3009
Compagnie Lombard Odier SCmA
Switzerland
$636K +$594K +863 New
CG
3010
CFO4Life Group
Texas
$634K -$985K -1,432 -62%
LWM
3011
Lakeridge Wealth Management
Ohio
$634K – – –
MA
3012
Macro Advisors
Pennsylvania
$634K – – –
BF
3013
Brooklyn FI
New York
$633K -$6.88K -10 -1%
SVWG
3014
Shared Vision Wealth Group
United States
$633K – – –
CWA
3015
Consilium Wealth Advisory
Texas
$632K -$32.3K -47 -5%
PTC
3016
Philadelphia Trust Company
Pennsylvania
$632K -$28.2K -41 -5%
FM
3017
Foster & Motley
Ohio
$632K -$688 -1 -0.1%
IWA
3018
Independent Wealth Advisors
North Carolina
$631K -$171K -248 -22%
CA
3019
Chatterton & Associates
California
$631K +$24.1K +35 +4%
WI
3020
Wedgewood Investors
Pennsylvania
$630K -$2.75K -4 -0.5%
PFM
3021
Peak Financial Management
Massachusetts
$630K – – –
TLCM
3022
Twin Lakes Capital Management
California
$628K – – –
PWM
3023
Provident Wealth Management
Tennessee
$627K – – –
SIG
3024
Sargent Investment Group
Maryland
$627K +$82.6K +120 +16%
TCTWM
3025
Three Cord True Wealth Management
Pennsylvania
$627K -$17.9K -26 -3%
119 120
121
122 123