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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
526
Community Financial Services Group
Vermont
$261K – – –
FFA
527
First Foundation Advisors
California
$261K +$260K +2,475 New
KT
528
Kanaly Trust
Texas
$255K – – –
DP
529
Dearborn Partners
Illinois
$252K +$315 +3 +0.1%
EWM
530
Empirical Wealth Management
Washington
$249K – – –
PFM
531
Parsec Financial Management
North Carolina
$249K +$13.1K +125 +6%
TC
532
TradeLink Capital
Illinois
$243K -$31.5K -300 -12%
GWCM
533
Godshalk Welsh Capital Management
Pennsylvania
$243K – – –
GC
534
Gratus Capital
Georgia
$242K -$42.7K -407 -15%
FWCM
535
Ferguson Wellman Capital Management
Oregon
$241K +$240K +2,281 New
FPCP
536
Fort Point Capital Partners
California
$240K +$239K +2,277 New
AA
537
ALPS Advisors
Colorado
$238K +$236K +2,250 New
DAS
538
Dynamic Advisor Solutions
Arizona
$237K -$20K -190 -8%
BWM
539
Braver Wealth Management
Massachusetts
$237K -$10.8M -102,641 -98%
HIMC
540
Heritage Investors Management Corp
Maryland
$234K – – –
DT
541
Diversified Trust
Tennessee
$231K – – –
SAM
542
Summit Asset Management
Tennessee
$228K +$105 +1 +0%
SIC
543
Shoker Investment Counsel
Ohio
$227K -$16.1K -153 -7%
FHB
544
First Hawaiian Bank
Hawaii
$225K – – –
PWMAG
545
Pinnacle Wealth Management Advisory Group
New Jersey
$222K – – –
SCG
546
Sonata Capital Group
Washington
$222K – – –
WPC
547
White Pine Capital
Minnesota
$221K – – –
AAS
548
Annex Advisory Services
Wisconsin
$219K +$945 +9 +0.4%
SFS
549
Summit Financial Strategies
Ohio
$214K – – –
PP
550
Palladium Partners
Virginia
$214K +$213K +2,031 New
20 21
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