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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
3451
Studio Investment Management
Illinois
$358K +$44.7K +65 +15%
PH
3452
Pinnacle Holdings
Oklahoma
$358K +$334K +486 New
FWM
3453
ForthRight Wealth Management
Georgia
$356K +$4.13K +6 +1%
GK
3454
Graney & King
New York
$355K +$175K +254 +111%
PCMNC
3455
Piedmont Capital Management (North Carolina)
North Carolina
$355K – – –
CS
3456
Capital Square
Tennessee
$355K +$33K +48 +11%
E
3457
EntreWealth
Texas
$354K +$341K +496 New
BBES
3458
Buffalo Business & Estate Services
New York
$354K -$299K -435 Closed
NWA
3459
New World Advisors
Massachusetts
$354K +$9.63K +14 +3%
TPWM
3460
Twelve Points Wealth Management
Massachusetts
$354K – – –
TAP
3461
Tounjian Advisory Partners
Florida
$354K +$331K +481 New
RRA
3462
Red Reef Advisors
Florida
$354K – – –
RHIG
3463
R.H. Investment Group
Arizona
$353K – – –
TCM
3464
Thoma Capital Management
Maryland
$353K +$42K +61 +15%
SFA
3465
Seneca Financial Advisors
New York
$353K – – –
GAM
3466
GEM Asset Management
Michigan
$351K -$62.6K -91 -16%
PSIWM
3467
Paradigm Strategies in Wealth Management
Minnesota
$351K -$17.9K -26 -5%
HIW
3468
Holos Integrated Wealth
Pennsylvania
$351K -$89.4K -130 -21%
OAP
3469
One Advisory Partners
Kansas
$351K – – –
LA
3470
LWM Advisors
California
$351K -$8.94K -13 -3%
RFA
3471
RTD Financial Advisors
Pennsylvania
$351K +$327K +476 New
KAM
3472
Knightsbridge Asset Management
California
$350K -$20.6K -30 -6%
FBC
3473
Fairfield, Bush & Co
Connecticut
$350K – – –
SCM
3474
Stordahl Capital Management
Colorado
$349K – – –
CSPIA
3475
Cary Street Partners Investment Advisory
Virginia
$349K +$39.9K +58 +14%
137 138
139
140 141