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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
RW
3376
Rede Wealth
Virginia
$415K +$27.5K +40 +8%
RAM
3377
Revere Asset Management
Texas
$414K +$387K +562 New
HC
3378
Hurley Capital
New York
$413K +$223K +324 +137%
CWD
3379
Clarity Wealth Development
Oregon
$413K -$68.8K -100 -15%
FAB
3380
First American Bank
Illinois
$412K -$400K -582 -51%
LKBC
3381
L.K. Benson & Company
Maryland
$411K – – –
WUW
3382
Wheels Up Wealth
California
$410K – – –
Legacy Financial Group (Iowa)
3383
Legacy Financial Group (Iowa)
Iowa
$410K -$25.5K -37 -6%
CTWM
3384
Cherry Tree Wealth Management
Minnesota
$410K -$17.9K -26 -4%
PWM
3385
PTM Wealth Management
United States
$409K +$3.44K +5 +0.8%
DAM
3386
Directional Asset Management
Illinois
$409K +$383K +556 New
DG
3387
DMC Group
Alabama
$409K -$66.7K -97 -15%
IA
3388
IMZ Advisory
Florida
$408K -$9.63K -14 -2%
HFRG
3389
Houlihan Financial Resource Group
Virginia
$408K – – –
TWM
3390
TriaGen Wealth Management
California
$407K -$956K -1,390 -72%
VFP
3391
Verus Financial Partners
Virginia
$407K -$8.94K -13 -2%
AA
3392
Auxano Advisors
Washington
$406K -$193K -280 -34%
CC
3393
Constitution Capital
Connecticut
$406K – – –
OCM
3394
Osterweis Capital Management
California
$406K – – –
MCM
3395
Mainstay Capital Management
Michigan
$405K -$19.3K -28 -5%
BFS
3396
Burkett Financial Services
South Carolina
$405K -$8.26K -12 -2%
SFS
3397
Shaker Financial Services
Virginia
$405K -$22.7K -33 -6%
CWA
3398
Continuum Wealth Advisors
New York
$404K +$377K +548 New
CWM
3399
Copia Wealth Management
Oregon
$402K -$4.13K -6 -1%
CRW
3400
Clarity Retirement & Wealth
Massachusetts
$402K +$111K +162 +42%