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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
3001
Goldenstone Wealth Management
California
$510K +$1.22K +2 +0.2%
VEM
3002
Vann Equity Management
Texas
$510K +$536K +883 New
FFBTD
3003
First Financial Bank - Trust Division
Ohio
$509K +$3.04K +5 +0.6%
GBT
3004
Grove Bank & Trust
Florida
$507K
TCTWM
3005
Three Cord True Wealth Management
Pennsylvania
$506K +$33.4K +55 +7%
BWIA
3006
Bryant Woods Investment Advisors
New York
$506K +$29.2K +48 +6%
WCM
3007
Windsor Capital Management
Arizona
$506K -$12.2K -20 -2%
JGC
3008
J. Goldman & Co
New York
$506K -$8.99M -14,800 -94%
FLII
3009
First Long Island Investors
New York
$505K
KWA
3010
Kondo Wealth Advisors
California
$505K
KW
3011
KWB Wealth
California
$504K
CTA
3012
Colonial Trust Advisors
South Carolina
$504K -$27.3K -45 -5%
MPIA
3013
Mountain Pacific Investment Advisers
Idaho
$503K
SIA
3014
Strategic Investment Advisors
Michigan
$501K -$175K -288 -25%
HFS
3015
Hopwood Financial Services
Virginia
$499K
BRM
3016
Boston Research & Management
Massachusetts
$499K +$12.8K +21 +2%
MTIM
3017
Marathon Trading Investment Management
Pennsylvania
$498K -$5.28M -8,699 -91%
CCM
3018
Collar Capital Management
Wisconsin
$498K -$13.4K -22 -2%
RWA
3019
Rooted Wealth Advisors
Illinois
$497K +$608 +1 +0.1%
AT
3020
Adelphi Trust
Florida
$497K +$53.5K +88 +11%
LWM
3021
Lakeridge Wealth Management
Ohio
$497K -$60.8K -100 -10%
MA
3022
Macro Advisors
Pennsylvania
$497K +$523K +861 New
SVWG
3023
Shared Vision Wealth Group
United States
$496K
FM
3024
Foster & Motley
Ohio
$496K -$4.25K -7 -0.8%
DWM
3025
Drive Wealth Management
Utah
$496K -$74.7K -123 -13%