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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
3001
GK Wealth Management
Nevada
$308K +$305K +603 New
LIM
3002
Letson Investment Management
Georgia
$308K – – –
TCM
3003
TruNorth Capital Management
Michigan
$307K +$70.8K +140 +30%
1W
3004
1776 Wealth
Georgia
$307K – – –
CIR
3005
Clear Investment Research
Georgia
$307K – – –
FWM
3006
Forza Wealth Management
Florida
$307K – – –
FGC
3007
Financial Gravity Companies
Texas
$305K +$301K +596 New
AWM
3008
Able Wealth Management
New Jersey
$305K +$1.01K +2 +0.3%
TIM
3009
Tevis Investment Management
Texas
$304K +$20.7K +41 +7%
NFC
3010
Northstar Financial Companies
Pennsylvania
$303K +$300K +593 New
LI
3011
Lafayette Investments
Maryland
$303K +$300K +593 New
TPWM
3012
Twelve Points Wealth Management
Massachusetts
$303K -$162K -321 -35%
OLA
3013
Oliver Luxxe Assets
New Jersey
$302K – – –
WAG
3014
Wiser Advisor Group
Arizona
$301K +$23.3K +46 +8%
HA
3015
Herold Advisors
New York
$301K – – –
LCWM
3016
Legacy Capital Wealth Management
Texas
$300K +$297K +587 New
ICP
3017
Interchange Capital Partners
Pennsylvania
$299K +$2.02K +4 +0.7%
SFS
3018
Shaker Financial Services
Virginia
$298K -$4.55K -9 -2%
BIA
3019
Biondo Investment Advisors
Pennsylvania
$298K – – –
GCM
3020
Goldstream Capital Management
Hong Kong
$297K +$142K +280 +93%
KIA
3021
Kraematon Investment Advisors
Massachusetts
$296K -$17.2K -34 -6%
GSC
3022
Ground Swell Capital
South Carolina
$295K +$292K +578 New
JGUA
3023
John G. Ullman & Associates
New York
$295K +$292K +578 New
CNWM
3024
Clay Northam Wealth Management
California
$295K +$64.7K +128 +29%
CAWM
3025
Capital A Wealth Management
Pennsylvania
$295K +$292K +577 New
119 120
121
122 123