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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
HI
3026
Hendershot Investments
Virginia
$334K – – –
LCM
3027
LCM Capital Management
Illinois
$333K +$21.4K +43 +8%
TCM
3028
Tandem Capital Management
New Jersey
$333K – – –
LIM
3029
Letson Investment Management
Georgia
$332K – – –
SPI
3030
Santori & Peters Inc
Pennsylvania
$332K +$76.1K +153 +34%
TCM
3031
TruNorth Capital Management
Michigan
$332K – – –
SFO
3032
Stenger Family Office
Illinois
$331K +$290K +583 New
YP
3033
YANKCOM Partnership
South Dakota
$331K +$7.46K +15 +3%
CIR
3034
Clear Investment Research
Georgia
$331K – – –
FWM
3035
Forza Wealth Management
Florida
$331K – – –
LI
3036
LifeWealth Investments
Florida
$330K +$298K +599 New
TIM
3037
Tevis Investment Management
Texas
$330K +$1.49K +3 +0.5%
WF
3038
WinCap Financial
Massachusetts
$329K +$297K +597 New
SPIA
3039
Strategic Point Investment Advisors
Rhode Island
$328K +$2.49K +5 +0.8%
NLWP
3040
Next Level Wealth Planning
Idaho
$328K +$15.9K +32 +6%
LFGO
3041
Legacy Financial Group (Oklahoma)
Oklahoma
$328K -$169K -340 -36%
LPFG
3042
Landing Point Financial Group
Ohio
$327K +$70.6K +142 +31%
PAM
3043
Pacific Asset Management
Washington
$327K +$295K +593 New
ICP
3044
Interchange Capital Partners
Pennsylvania
$327K – – –
HA
3045
Herold Advisors
New York
$324K +$995 +2 +0.3%
HFO
3046
Heritage Family Offices
Arizona
$324K +$344K +691 New
GWM
3047
GK Wealth Management
Nevada
$323K -$30.8K -62 -10%
PA
3048
Parkside Advisors
California
$323K -$15.4K -31 -5%
CC
3049
Cypress Capital
Tennessee
$322K +$53.2K +107 +22%
SWM
3050
Sendero Wealth Management
Texas
$322K – – –