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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
VFAM
401
Valley Forge Asset Management
Pennsylvania
$299K +$301K +3,409 New
RWM
402
Rench Wealth Management
Texas
$293K -$113K -1,281 -28%
AWA
403
AmeriServ Wealth Advisors
Pennsylvania
$293K -$22.1K -250 -7%
CTC
404
Central Trust Company
Missouri
$291K – – –
CCM
405
Coldstream Capital Management
Washington
$291K +$70.6K +799 +32%
WCM
406
Wunderlich Capital Managemnt
Tennessee
$290K -$337K -3,813 -53%
BEC
407
Blue Edge Capital
Virginia
$289K – – –
MC
408
Mathes Company
New York
$289K – – –
SF
409
Synovus Financial
Georgia
$283K -$19.9K -225 -7%
WCWM
410
Wooster Corthell Wealth Management
Connecticut
$283K – – –
SRC
411
Shufro Rose & Co
New York
$277K – – –
RJT
412
Raymond James Trust
Florida
$276K -$433K -4,900 -61%
OC
413
Oarsman Capital
Wisconsin
$272K -$10.3K -117 -4%
DAM
414
Deltec Asset Management
New York
$271K – – –
CL
415
CPWM LLC
Washington
$271K +$44.2K +500 +19%
FAM
416
Formidable Asset Management
Ohio
$268K – – –
BHWM
417
Bar Harbor Wealth Management
New Hampshire
$266K – – –
CPO
418
Cerity Partners OCIO
New York
$265K +$36.6K +414 +16%
CMP
419
Courage Miller Partners
Virginia
$263K – – –
CAM
420
Congress Asset Management
Massachusetts
$263K +$265K +2,996 New
AF
421
Allworth Financial
California
$261K -$437K -4,943 -62%
CWP
422
Capital Wealth Planning
Florida
$257K +$259K +2,935 New
MCTIC
423
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$254K – – –
OCM
424
Oakwood Capital Management
California
$254K – – –
DAS
425
Dynamic Advisor Solutions
Arizona
$253K -$70.2K -794 -22%
15 16
17
18 19