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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
501
Jacobus Wealth Management
Wisconsin
$319K +$152K +1,500 +94%
AWS
502
Aris Wealth Services
Pennsylvania
$310K +$77.6K +767 +34%
MMPW
503
Mitchell McLeod Pugh & Williams
Alabama
$310K +$304K +3,010 New
CS
504
Cannell & Spears
New York
$305K – – –
SRC
505
Shufro Rose & Co
New York
$305K – – –
OCM
506
Oakwood Capital Management
California
$299K – – –
GP
507
Girard Partners
Pennsylvania
$296K -$152K -1,500 -34%
TFA
508
Toth Financial Advisory
Virginia
$293K +$2.33K +23 +0.8%
AF
509
Allworth Financial
California
$290K +$101 +1 +0%
DA
510
Dunvegan Associates
California
$289K +$283K +2,800 New
FWP
511
FAS Wealth Partners
Kansas
$285K +$404 +4 +0.1%
TH
512
TCTC Holdings
Texas
$284K – – –
BMC
513
Benin Management Corp
Connecticut
$281K -$101K -1,000 -27%
OIA
514
Optimum Investment Advisors
Illinois
$281K -$10.1K -100 -4%
CFB
515
Cullen/Frost Bankers
Texas
$280K +$274K +2,709 New
FAM
516
Formidable Asset Management
Ohio
$279K – – –
KIA
517
Kopp Investment Advisors
Minnesota
$279K – – –
FT
518
Fiduciary Trust
Massachusetts
$279K +$22.8K +225 +9%
RIL
519
Rothschild Investment LLC
Illinois
$278K +$11.2K +111 +4%
GC
520
Gratus Capital
Georgia
$278K +$273K +2,697 New
CIA
521
Capital Investment Advisors
Georgia
$275K +$269K +2,662 New
CCFCSB
522
Cape Cod Five Cents Savings Bank
Massachusetts
$271K +$10.1K +100 +4%
BIM
523
BlackRock Investment Management
Delaware
$271K +$263K +2,602 +10,842%
HCA
524
Horan Capital Advisors
Ohio
$271K +$265K +2,625 New
ACP
525
Ashfield Capital Partners
California
$268K – – –
19 20
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