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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
3076
Portus Wealth Advisors
North Carolina
$355K +$339K +592 New
HCWM
3077
Hidden Cove Wealth Management
Washington
$355K -$378K -660 -53%
ICP
3078
Interchange Capital Partners
Pennsylvania
$355K – – –
BIA
3079
BHK Investment Advisors
Alabama
$354K +$292K +510 New
NLWP
3080
Next Level Wealth Planning
Idaho
$354K -$3.44K -6 -1%
CWA
3081
Canvas Wealth Advisors
Kansas
$352K -$42.9K -75 -11%
BCM
3082
Buckhead Capital Management
Georgia
$351K +$22.3K +39 +7%
WWA
3083
Wingate Wealth Advisors
Massachusetts
$351K +$62.4K +109 +23%
CA
3084
Callahan Advisors
Texas
$350K +$68.7K +120 +26%
SFS
3085
Shaker Financial Services
Virginia
$350K – – –
BIA
3086
Biondo Investment Advisors
Pennsylvania
$349K – – –
WF
3087
Whelan Financial
California
$349K – – –
BIG
3088
Brooklyn Investment Group
New York
$349K – – –
KWM
3089
Kingsman Wealth Management
Florida
$348K – – –
AC
3090
Avant Capital
Louisiana
$348K +$80.7K +141 +32%
PWM
3091
Puff Wealth Management
New Jersey
$347K -$2.29K -4 -0.7%
OWA
3092
One Wealth Advisors
California
$344K -$379K -661 -54%
NWP
3093
NerdWallet Wealth Partners
New York
$344K +$328K +572 New
BCIM
3094
Bishop & Co Investment Management
Pennsylvania
$343K -$1.15K -2 -0.3%
AA
3095
ArborFi Advisors
Michigan
$342K +$37.8K +66 +13%
MCM
3096
Mainstay Capital Management
Michigan
$342K -$711K -1,241 -69%
CIR
3097
Clear Investment Research
Georgia
$342K -$17.8K -31 -5%
SRL
3098
Scientech Research LLC
New Jersey
$342K +$326K +569 New
LWANC
3099
Laurel Wealth Advisors (North Carolina)
North Carolina
$340K -$573 -1 -0.2%
SNBOSD
3100
Security National Bank of So Dak
Iowa
$340K – – –
122 123
124
125 126