We are live on ! Find out more
QQQ icon

Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
ULWM
3001
Upper Left Wealth Management
Florida
$351K – – –
DC
3002
Dahring Cusmano
Michigan
$350K +$4.97K +10 +2%
MFN
3003
Midwest Financial Network
Illinois
$349K -$26.9K -54 -8%
MHIP
3004
Mountain Hill Investment Partners
New Jersey
$348K -$87K -175 -22%
FWM
3005
FSA Wealth Management
Massachusetts
$347K – – –
AWA
3006
Adapt Wealth Advisors
Georgia
$346K – – –
CTC
3007
Cetera Trust Company
Minnesota
$346K – – –
SWM
3008
SilverOak Wealth Management
Minnesota
$345K +$57.2K +115 +23%
WCM
3009
Wisconsin Capital Management
Wisconsin
$345K – – –
DAM
3010
Delta Asset Management
Tennessee
$345K – – –
FWTB
3011
First Western Trust Bank
Colorado
$344K – – –
AAIM
3012
Asset Advisors Investment Management
Georgia
$344K +$56.2K +113 +22%
PA
3013
PSI Advisors
Florida
$344K -$32.1M -64,466 -99%
LCM
3014
Leisure Capital Management
California
$341K – – –
FWA
3015
FOCUS Wealth Advisors
Texas
$339K -$34.3K -69 -10%
ECM
3016
EagleClaw Capital Management
Massachusetts
$339K -$12.4K -25 -4%
LRPA
3017
L. Roy Papp & Associates
Arizona
$339K +$49.7K +100 +19%
LWA
3018
Lantern Wealth Advisors
New York
$339K +$306K +615 New
TNB
3019
Thomasville National Bank
Georgia
$338K -$4.97K -10 -2%
SRC
3020
Sage Rhino Capital
California
$337K -$497 -1 -0.2%
BAMG
3021
Brand Asset Management Group
Missouri
$334K – – –
TWP
3022
TFO Wealth Partners
Ohio
$334K – – –
CWMGO
3023
Capstone Wealth Management Group (Oregon)
Oregon
$334K +$44.8K +90 +17%
GP
3024
Guardian Partners
Canada
$334K – – –
HI
3025
Hendershot Investments
Virginia
$334K – – –
119 120
121
122 123