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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
551
Mission Wealth Management
California
$363K – – –
KM
552
Kalos Management
Georgia
$358K – – –
DADC
553
D.A. Davidson & Co
Montana
$355K +$63.5K +569 +22%
OIA
554
Optimum Investment Advisors
Illinois
$353K – – –
CCFCSB
555
Cape Cod Five Cents Savings Bank
Massachusetts
$352K +$36.3K +325 +12%
TH
556
TCTC Holdings
Texas
$352K +$44.4K +398 +14%
HCMNY
557
Howard Capital Management (New York)
New York
$351K -$12.3K -110 -3%
DIP
558
DT Investment Partners
Pennsylvania
$351K – – –
TI
559
Truepoint Inc
Ohio
$351K +$350K +3,136 New
EM
560
Excalibur Management
Massachusetts
$350K +$349K +3,131 New
CA
561
Commerzbank Aktiengesellschaft
Germany
$347K -$516K -4,622 -60%
DBT
562
Dubuque Bank & Trust
Iowa
$347K -$469K -4,202 -58%
ECML
563
Eagle Capital Management (Louisiana)
Louisiana
$346K +$345K +3,090 New
RCAG
564
Rehmann Capital Advisory Group
Michigan
$345K +$57.4K +515 +20%
FNBOO
565
First National Bank of Omaha
Nebraska
$341K +$6.13K +55 +2%
LNWWM
566
Laird Norton Wetherby Wealth Management
California
$332K -$98.2K -880 -23%
RBC
567
Roble Belko & Company
Pennsylvania
$331K – – –
CFA
568
Carroll Financial Associates
North Carolina
$329K -$33.5K -300 -9%
AA
569
Apriem Advisors
California
$328K – – –
AF
570
Allworth Financial
California
$327K +$6.13K +55 +2%
CG
571
Colony Group
Massachusetts
$326K – – –
HW
572
Hedeker Wealth
Illinois
$325K +$324K +2,907 New
WCWM
573
Wooster Corthell Wealth Management
Connecticut
$324K – – –
FHA
574
First Horizon Advisors
Tennessee
$324K +$143K +1,283 +80%
PWP
575
Private Wealth Partners
California
$324K +$323K +2,900 New
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