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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
NCG
3151
Newport Capital Group
New Jersey
$310K – – –
TPBG
3152
Turning Point Benefit Group
Maryland
$309K -$216K -377 -42%
EFP
3153
EnRich Financial Partners
Wisconsin
$309K – – –
LA
3154
LWM Advisors
California
$309K – – –
VWM
3155
Vermillion Wealth Management
Minnesota
$309K +$13.7K +24 +5%
WF
3156
Wayfinding Financial
Washington
$309K – – –
OAP
3157
One Advisory Partners
Kansas
$309K – – –
EWM
3158
Evermay Wealth Management
Virginia
$308K -$7.44K -13 -2%
SCI
3159
Stableford Capital II
Arizona
$308K -$10.9K -19 -4%
GAM
3160
GEM Asset Management
Michigan
$308K +$12K +21 +4%
LWMT
3161
Legacy Wealth Management (Tennessee)
Tennessee
$308K -$2.29K -4 -0.8%
SCM
3162
Stordahl Capital Management
Colorado
$307K -$163K -284 -36%
SWM
3163
SilverOak Wealth Management
Minnesota
$305K -$67.6K -118 -19%
ICM
3164
IMS Capital Management
Oregon
$305K -$3.44K -6 -1%
NDSI
3165
Newman Dignan & Sheerar Inc
Rhode Island
$304K +$573 +1 +0.2%
WWM
3166
Whalen Wealth Management
Nevada
$303K +$289K +505 New
BMA
3167
Brooks Moore & Associates
Tennessee
$303K – – –
SC
3168
Shearwater Capital
Colorado
$303K – – –
CF
3169
Convergence Financial
Missouri
$303K +$9.16K +16 +3%
AP
3170
Atwood & Palmer
Missouri
$301K – – –
MFT
3171
Moisand Fitzgerald Tamayo
Florida
$301K – – –
RB
3172
Rodgers Brothers
Pennsylvania
$300K -$88.8K -155 -24%
CLA
3173
Carnegie Lake Advisors
New Jersey
$300K – – –
GAM
3174
Gould Asset Management
California
$300K – – –
HCM
3175
Harvey Capital Management
Florida
$300K – – –
125 126
127
128 129