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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
TLFA
3326
True Link Financial Advisors
California
$332K -$16.4K -27 -4%
HCWM
3327
Hidden Cove Wealth Management
Washington
$331K -$608 -1 -0.2%
CW
3328
Curio Wealth
Maryland
$330K -$18.8K -31 -5%
PWMG
3329
Private Wealth Management Group
New Jersey
$330K +$29.8K +49 +9%
CIR
3330
Clear Investment Research
Georgia
$329K – – –
EWA
3331
Elevate Wealth Advisory
Georgia
$328K +$4.86K +8 +1%
IA
3332
IMZ Advisory
Florida
$328K +$8.51K +14 +3%
GAM
3333
GEM Asset Management
Michigan
$328K +$32.8K +54 +11%
SNBOSD
3334
Security National Bank of So Dak
Iowa
$327K – – –
BCIM
3335
Bishop & Co Investment Management
Pennsylvania
$327K -$2.43K -4 -0.7%
AA
3336
ArborFi Advisors
Michigan
$326K -$608 -1 -0.2%
SFG
3337
Strive Financial Group
Indiana
$325K +$144K +237 +73%
LMFP
3338
Larry Mathis Financial Planning
Arizona
$325K -$3.81M -6,266 -92%
BFS
3339
Burkett Financial Services
South Carolina
$325K -$156K -256 -31%
AMIM
3340
Aull & Monroe Investment Management
Alabama
$323K – – –
TI
3341
Trexquant Investment
Connecticut
$323K -$62.6K -103 -16%
LKBC
3342
L.K. Benson & Company
Maryland
$322K – – –
ACM
3343
Allred Capital Management
Texas
$322K -$9.11K -15 -3%
WUW
3344
Wheels Up Wealth
California
$322K -$62K -102 -15%
NLA
3345
Northern Lights Advisors
Washington
$321K – – –
NCG
3346
Newport Capital Group
New Jersey
$320K +$22.5K +37 +7%
HFRG
3347
Houlihan Financial Resource Group
Virginia
$320K – – –
AFW
3348
Atlantic Family Wealth
Florida
$319K +$336K +553 New
CWM
3349
Copia Wealth Management
Oregon
$319K -$75.3K -124 -18%
S
3350
Sunpointe
Missouri
$318K -$212K -349 -39%
132 133
134
135 136