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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
3276
Tufton Capital Management
Maryland
$378K +$9.2K +15 +2%
FWA
3277
FOCUS Wealth Advisors
Texas
$378K – – –
TNB
3278
Thomasville National Bank
Georgia
$377K – – –
CW
3279
Curio Wealth
Maryland
$376K +$39.3K +64 +12%
PFWA
3280
Paces Ferry Wealth Advisors
Georgia
$376K -$142K -231 -27%
MA
3281
MBA Advisors
Pennsylvania
$376K +$375K +611 New
BCM
3282
Bourgeon Capital Management
Connecticut
$375K +$123K +200 +49%
WF
3283
WinCap Financial
Massachusetts
$375K – – –
SPW
3284
Surience Private Wealth
Washington
$374K -$7.71M -12,557 -95%
MCM
3285
Mengis Capital Management
Oregon
$374K +$26.4K +43 +8%
DA
3286
Dover Advisors
Virginia
$373K +$372K +607 New
WOSD
3287
WFA of San Diego
California
$373K -$66.3K -108 -15%
MWMDPGFG
3288
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$373K +$372K +607 New
CF
3289
Carlson Financial
Oregon
$373K +$372K +606 New
PSIWM
3290
Paradigm Strategies in Wealth Management
Minnesota
$372K -$64.4K -105 -15%
CWMGO
3291
Capstone Wealth Management Group (Oregon)
Oregon
$372K – – –
TWP
3292
TFO Wealth Partners
Ohio
$372K – – –
TDC
3293
Thompson Davis & Co
Virginia
$372K +$1.23K +2 +0.3%
HI
3294
Hendershot Investments
Virginia
$372K – – –
BEW
3295
Burton Enright Welch
California
$371K -$60.1K -98 -14%
NWP
3296
NerdWallet Wealth Partners
New York
$371K +$19K +31 +5%
TWM
3297
Trevian Wealth Management
Massachusetts
$370K +$369K +602 New
CTC
3298
Cetera Trust Company
Minnesota
$370K -$15.3K -25 -4%
TLFA
3299
True Link Financial Advisors
California
$370K +$369K +602 New
PW
3300
Paladin Wealth
Minnesota
$369K +$45.4K +74 +14%
130 131
132
133 134