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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMGO
3301
Capstone Wealth Management Group (Oregon)
Oregon
$372K – – –
TWP
3302
TFO Wealth Partners
Ohio
$372K – – –
TDC
3303
Thompson Davis & Co
Virginia
$372K +$1.23K +2 +0.3%
HI
3304
Hendershot Investments
Virginia
$372K – – –
BEW
3305
Burton Enright Welch
California
$371K -$60.1K -98 -14%
NWP
3306
NerdWallet Wealth Partners
New York
$371K +$19K +31 +5%
TWM
3307
Trevian Wealth Management
Massachusetts
$370K +$369K +602 New
CTC
3308
Cetera Trust Company
Minnesota
$370K -$15.3K -25 -4%
TLFA
3309
True Link Financial Advisors
California
$370K +$369K +602 New
PW
3310
Paladin Wealth
Minnesota
$369K +$45.4K +74 +14%
FWM
3311
Forza Wealth Management
Florida
$369K – – –
PWA
3312
Portus Wealth Advisors
North Carolina
$368K +$4.29K +7 +1%
RRA
3313
Red Reef Advisors
Florida
$368K +$367K +598 New
WFMPM
3314
Woodley Farra Manion Portfolio Management
Indiana
$367K -$201K -328 -35%
WCM
3315
Weaver Capital Management
Georgia
$367K – – –
PWM
3316
PTM Wealth Management
United States
$366K +$117K +190 +47%
TCM
3317
TruNorth Capital Management
Michigan
$366K – – –
NLWP
3318
Next Level Wealth Planning
Idaho
$366K +$3.68K +6 +1%
ICP
3319
Interchange Capital Partners
Pennsylvania
$364K – – –
SRL
3320
Scientech Research LLC
New Jersey
$363K +$13.5K +22 +4%
PWM
3321
Peak Wealth Management
New Hampshire
$363K +$363K +591 New
DC
3322
Dahring Cusmano
Michigan
$362K -$14.1K -23 -4%
HWA
3323
Heartwood Wealth Advisors
Virginia
$360K +$139K +226 +63%
FWA
3324
Fulcrum Wealth Advisors
Washington
$360K +$360K +586 New
RAM
3325
Riggs Asset Management
Pennsylvania
$359K -$52.2K -85 -13%
131 132
133
134 135