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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
501
Schnieders Capital Management
California
$600K +$65.5K +555 +12%
BO
502
Bach Option
Hong Kong
$599K +$49.1K +416 +9%
RFA
503
Reilly Financial Advisors
California
$594K +$73.9K +626 +14%
SPM
504
Symmetry Peak Management
Pennsylvania
$592K +$590K +5,000 New
LIM
505
Leavell Investment Management
Alabama
$591K – – –
DPI
506
Diversified Portfolios Inc
Michigan
$590K -$101K -856 -15%
RWA
507
RGT Wealth Advisors
Texas
$587K +$70.3K +596 +14%
FPCP
508
Fort Point Capital Partners
California
$586K +$93.8K +795 +20%
IIM
509
Ipswich Investment Management
Massachusetts
$585K +$123K +1,045 +27%
AW
510
ACG Wealth
Georgia
$584K +$66.1K +560 +13%
CCT
511
Country Club Trust
Missouri
$582K -$953K -8,080 -62%
PWMAG
512
Pinnacle Wealth Management Advisory Group
New Jersey
$582K +$64.9K +550 +13%
LNC
513
Lincoln National Corp
Pennsylvania
$577K +$68.4K +580 +14%
AWA
514
Arete Wealth Advisors
Illinois
$576K -$143K -1,214 -20%
EWM
515
Empirical Wealth Management
Washington
$573K +$265K +2,249 +87%
DIA
516
Denver Investment Advisors
Colorado
$571K +$7.2K +61 +1%
RC
517
RegentAtlantic Capital
New Jersey
$570K -$11.7K -99 -2%
CFA
518
Carroll Financial Associates
North Carolina
$570K +$86K +729 +18%
GP
519
Girard Partners
Pennsylvania
$568K -$28.1K -238 -5%
CWA
520
Cypress Wealth Advisors
California
$567K – – –
HCM
521
HMS Capital Management
Tennessee
$566K +$35.3K +299 +7%
PP
522
Patten & Patten
Tennessee
$560K +$19.4K +164 +4%
AA
523
Apriem Advisors
California
$560K +$202K +1,711 +57%
CSA
524
Cottage Street Advisors
Massachusetts
$558K -$224K -1,900 -29%
BFC
525
Blue Fin Capital
Rhode Island
$558K +$124K +1,050 +29%
19 20
21
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