We are live on ! Find out more
QQQ icon

Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3201
CMH Wealth Management
New Hampshire
$390K +$194K +320 +90%
KC
3202
Kinloch Capital
Virginia
$390K – – –
VFG
3203
V2 Financial group
Illinois
$390K – – –
DF
3204
Downshift Financial
Colorado
$389K +$12.2K +20 +3%
NF
3205
Napier Financial
Massachusetts
$388K +$409K +673 New
TWP
3206
TFO Wealth Partners
Ohio
$388K +$40.7K +67 +11%
PFM
3207
Phillips Financial Management
Indiana
$388K -$125K -205 -23%
TCM
3208
Tandem Capital Management
New Jersey
$386K +$9.11K +15 +2%
CTC
3209
Cetera Trust Company
Minnesota
$385K +$39.5K +65 +11%
NRC
3210
New Republic Capital
North Carolina
$385K +$67.4K +111 +20%
MMM
3211
Mendel Money Management
Illinois
$384K +$182K +300 +82%
LPFG
3212
Landing Point Financial Group
Ohio
$384K +$55.3K +91 +16%
RGC
3213
Roberts, Glore & Co
Illinois
$383K -$3.04K -5 -0.7%
HPM
3214
Hudson Portfolio Management
New York
$383K – – –
QCG
3215
Quadrant Capital Group
Ohio
$381K +$4.25K +7 +1%
CWD
3216
Clarity Wealth Development
Oregon
$381K – – –
EIA
3217
Edgemoor Investment Advisors
Maryland
$379K – – –
GWM
3218
GK Wealth Management
Nevada
$378K -$43.7K -72 -10%
DWM
3219
DWR Wealth Management
California
$378K +$3.04K +5 +0.7%
DBFM
3220
Dickmeyer Boyce Financial Management
Indiana
$378K +$398K +655 New
SDH
3221
Sloy Dahl & Holst
Washington
$378K +$608 +1 +0.2%
RA
3222
Ruggaard & Associates
Ohio
$377K – – –
LA
3223
LVW Advisors
New York
$377K +$6.68K +11 +2%
BEW
3224
Burton Enright Welch
California
$377K +$31K +51 +8%
HCA
3225
Harbour Capital Advisors
Virginia
$377K – – –
127 128
129
130 131