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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
426
Cabot Wealth Management
Massachusetts
$945K -$48K -407 -5%
NG
427
NatWest Group
United Kingdom
$944K +$26K +220 +3%
PWSG
428
Pacific Wealth Strategies Group
California
$914K +$910K +7,715 New
WF
429
Welch & Forbes
Massachusetts
$912K -$18.1K -153 -2%
FA
430
FC Advisory
Pennsylvania
$909K +$5.55K +47 +0.6%
TI
431
Truepoint Inc
Ohio
$903K – – –
BRF
432
B. Riley Financial
California
$901K -$243K -2,062 -21%
SSB
433
Sandy Spring Bank
Maryland
$892K -$147K -1,250 -14%
SBH
434
Segall Bryant & Hamill
Illinois
$886K +$60.6K +514 +7%
OA
435
Oxbow Advisors
Texas
$880K – – –
NCM
436
Narwhal Capital Management
Georgia
$877K – – –
SFSG
437
Stearns Financial Services Group
North Carolina
$870K -$40.6K -344 -4%
IC
438
Iconiq Capital
California
$870K – – –
WA
439
WBH Advisory
Maryland
$870K +$29.7K +252 +4%
MWM
440
Meridian Wealth Management
Kentucky
$870K +$860K +7,291 New
PPA
441
Parametric Portfolio Associates
Washington
$867K -$1.11M -9,383 -56%
RIA
442
Regal Investment Advisors
Michigan
$865K -$879K -7,450 -50%
HA
443
Harfst & Associates
Wyoming
$863K – – –
EWM
444
Evercore Wealth Management
New York
$860K +$162K +1,375 +23%
ATC
445
Argent Trust Co
Tennessee
$859K – – –
PG
446
Patten Group
Tennessee
$853K -$14.8K -125 -2%
CCM
447
Colorado Capital Management
Colorado
$846K -$50.7K -430 -6%
CG
448
Colony Group
Massachusetts
$845K +$215K +1,820 +34%
FFSOTS
449
Fiduciary Financial Services of The Southwest
Texas
$840K +$34.6K +293 +4%
ACP
450
Aviance Capital Partners
Florida
$838K +$145K +1,232 +21%
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