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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
3076
Rise Advisors
New York
$500K +$4.29K +7 +0.9%
HWMG
3077
Hurlow Wealth Management Group
Indiana
$499K – – –
FWTB
3078
First Western Trust Bank
Colorado
$498K +$115K +187 +30%
JJBC
3079
James J. Burns & Company
New York
$496K +$148K +242 +43%
TF
3080
Tenon Financial
New Jersey
$494K +$10.4K +17 +2%
WW
3081
Westshore Wealth
California
$494K -$128K -209 -21%
E
3082
Evansbrook
Illinois
$493K +$492K +802 New
SAA
3083
Southeast Asset Advisors
Georgia
$492K -$66.3K -108 -12%
DSCM
3084
Del-Sette Capital Management
New York
$492K – – –
OSNBOA
3085
Old Second National Bank of Aurora
Illinois
$491K – – –
CWIG
3086
Chung Wu Investment Group
Texas
$491K +$30.7K +50 +7%
BFA
3087
Ballast Financial Advisors
Pennsylvania
$491K +$490K +799 New
HIA
3088
HTG Investment Advisors
Connecticut
$490K -$210K -342 -30%
CA
3089
Carson Advisory
Georgia
$490K -$6.14K -10 -1%
AF
3090
Abound Financial
California
$489K +$44.2K +72 +10%
CPWM
3091
Cypress Point Wealth Management
Texas
$489K +$488K +796 New
CFO
3092
Collective Family Office
Pennsylvania
$487K -$614 -1 -0.1%
SWM
3093
Sculati Wealth Management
Michigan
$487K -$34.4K -56 -7%
AR
3094
Apeiron RIA
Texas
$486K +$26.4K +43 +6%
BA
3095
Baugh & Associates
Georgia
$484K +$5.52K +9 +1%
CF
3096
Calder Financial
Pennsylvania
$483K +$483K +787 New
AF
3097
ASL Financial
California
$482K +$481K +784 New
MWA
3098
Monograph Wealth Advisors
California
$479K – – –
BLC
3099
Blue Line Capital
Illinois
$479K +$478K +779 New
MAG
3100
MRA Advisory Group
New Jersey
$477K +$614 +1 +0.1%
122 123
124
125 126