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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
3051
Summit Wealth & Retirement Planning
California
$624K -$81.9K -119 -12%
BRM
3052
Boston Research & Management
Massachusetts
$624K -$12.4K -18 -2%
CIM
3053
Catalyst Investment Management
New Hampshire
$622K +$581K +845 New
RFA
3054
Resurgent Financial Advisors
Georgia
$622K +$339K +493 +140%
VFIC
3055
Valley Forge Investment Consultants
Pennsylvania
$622K – – –
LAA
3056
Liberty Atlantic Advisors
Texas
$622K +$17.9K +26 +3%
BIA
3057
Benchmark Investment Advisors
Illinois
$621K +$15.8K +23 +3%
OCG
3058
Opus Capital Group
Ohio
$619K – – –
AWA
3059
AGH Wealth Advisors
Kansas
$619K -$55K -80 -9%
O3W
3060
Omni 360 Wealth
New Jersey
$615K – – –
BLC
3061
Blue Line Capital
Illinois
$614K -$688 -1 -0.1%
DFS
3062
Dixon Fnancial Services
California
$614K -$15.1K -22 -3%
CFGW
3063
Chancellor Financial Group WB
Pennsylvania
$613K +$5.5K +8 +1%
SAG
3064
Sentinel Advisory Group
Wisconsin
$612K +$25.5K +37 +5%
FAM
3065
Flaharty Asset Management
Florida
$611K -$5.93M -8,616 -91%
WCM
3066
Windsor Capital Management
Arizona
$610K -$33K -48 -5%
GWM
3067
GK Wealth Management
Nevada
$610K +$103K +149 +22%
GHA
3068
GW Henssler & Associates
Georgia
$609K +$127K +184 +29%
BPC
3069
Bearing Point Capital
Minnesota
$608K -$20.6K -30 -4%
RW
3070
REDW Wealth
New Mexico
$608K -$13.8K -20 -2%
SPAS
3071
Spectrum Planning & Advisory Services
California
$605K +$58.5K +85 +12%
BFC
3072
Bedel Financial Consulting
Indiana
$605K +$48.8K +71 +9%
BWM
3073
Bernicke Wealth Management
Wisconsin
$605K +$565K +821 New
SR
3074
Syntax Research
Florida
$603K – – –
BCP
3075
Blue Chip Partners
Michigan
$602K -$10.3K -15 -2%
121 122
123
124 125