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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3301
Forza Wealth Management
Florida
$369K – – –
PWA
3302
Portus Wealth Advisors
North Carolina
$368K +$4.29K +7 +1%
RRA
3303
Red Reef Advisors
Florida
$368K +$367K +598 New
WFMPM
3304
Woodley Farra Manion Portfolio Management
Indiana
$367K -$201K -328 -35%
WCM
3305
Weaver Capital Management
Georgia
$367K – – –
PWM
3306
PTM Wealth Management
United States
$366K +$117K +190 +47%
TCM
3307
TruNorth Capital Management
Michigan
$366K – – –
NLWP
3308
Next Level Wealth Planning
Idaho
$366K +$3.68K +6 +1%
ICP
3309
Interchange Capital Partners
Pennsylvania
$364K – – –
SRL
3310
Scientech Research LLC
New Jersey
$363K +$13.5K +22 +4%
PWM
3311
Peak Wealth Management
New Hampshire
$363K +$363K +591 New
DC
3312
Dahring Cusmano
Michigan
$362K -$14.1K -23 -4%
HWA
3313
Heartwood Wealth Advisors
Virginia
$360K +$139K +226 +63%
FWA
3314
Fulcrum Wealth Advisors
Washington
$360K +$360K +586 New
RAM
3315
Riggs Asset Management
Pennsylvania
$359K -$52.2K -85 -13%
CRW
3316
Clarity Retirement & Wealth
Massachusetts
$359K +$358K +584 New
TIM
3317
Tevis Investment Management
Texas
$359K – – –
PWM
3318
Puff Wealth Management
New Jersey
$358K +$3.68K +6 +1%
SFS
3319
Shaker Financial Services
Virginia
$358K – – –
BIA
3320
Biondo Investment Advisors
Pennsylvania
$358K – – –
KWM
3321
Kingsman Wealth Management
Florida
$357K +$1.23K +2 +0.3%
WF
3322
Whelan Financial
California
$357K – – –
RB
3323
Rodgers Brothers
Pennsylvania
$357K +$49.7K +81 +16%
HBS
3324
Howard Bailey Securities
Indiana
$357K +$13.5K +22 +4%
VFP
3325
Verus Financial Partners
Virginia
$356K -$112K -183 -24%
131 132
133
134 135