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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
3301
Almanack Investment Partners
Pennsylvania
$343K -$241K -397 -40%
HFA
3302
Highland Financial Advisors
New Jersey
$342K +$133K +219 +59%
PWM
3303
Peak Wealth Management
New Hampshire
$341K – – –
EC
3304
Estate Counselors
Wisconsin
$341K -$7.1M -11,690 -95%
CAU
3305
Caxton Associates (UK)
$341K +$358K +590 New
SL
3306
Summitry LLC
California
$340K +$358K +589 New
SWM
3307
Salvus Wealth Management
New Jersey
$340K +$57.1K +94 +19%
PW
3308
Paladin Wealth
Minnesota
$339K -$8.51K -14 -2%
FWA
3309
Fulcrum Wealth Advisors
Washington
$338K – – –
AWP
3310
Avid Wealth Partners
Texas
$338K +$356K +586 New
CF
3311
Carlson Financial
Oregon
$338K -$12.8K -21 -3%
KI
3312
KTF Investments
California
$338K +$4.25K +7 +1%
ASCM
3313
Adkins Seale Capital Management
Louisiana
$337K +$54.7K +90 +18%
NLWP
3314
Next Level Wealth Planning
Idaho
$337K -$6.68K -11 -2%
SWM
3315
Sendero Wealth Management
Texas
$336K -$237K -390 -40%
CTWM
3316
Cherry Tree Wealth Management
Minnesota
$336K +$52.2K +86 +17%
KWM
3317
Kingsman Wealth Management
Florida
$336K – – –
BIA
3318
Biondo Investment Advisors
Pennsylvania
$336K – – –
SFS
3319
Shaker Financial Services
Virginia
$336K – – –
AFG
3320
Altiora Financial Group
Ohio
$335K +$353K +581 New
RB
3321
Rodgers Brothers
Pennsylvania
$335K – – –
PFA
3322
Presper Financial Architects
Ohio
$334K +$55.3K +91 +19%
MCM
3323
Mainstay Capital Management
Michigan
$334K -$89.3K -147 -20%
BT
3324
Banque Transatlantique
France
$332K +$64.4K +106 +23%
CJ
3325
Caitlin John
Michigan
$332K -$833K -1,372 -70%
131 132
133
134 135