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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
551
LJI Wealth Management
Indiana
$9.28M +$225K +761 +3%
AFP
552
Ausdal Financial Partners
Iowa
$9.25M +$74.9K +254 +0.9%
BCM
553
BlueCrest Capital Management
Jersey
$9.24M -$36.2M -122,840 -81%
CAC
554
Certified Advisory Corp
Florida
$9.19M +$400K +1,357 +5%
RWPA
555
Richard W. Paul & Associates
Michigan
$9.18M -$266K -900 -3%
RFS
556
Retirement Financial Solutions
Tennessee
$9.11M +$670K +2,271 +9%
BMC
557
Benin Management Corp
Connecticut
$9.09M – – –
BWP
558
Bernardo Wealth Planning
Pennsylvania
$9.08M +$132K +447 +2%
RH
559
RFG Holdings
Texas
$9.04M +$8.31M +28,176 New
PFO
560
Pathstone Family Office
New Jersey
$9M +$1.47M +4,975 +22%
CAG
561
Curtis Advisory Group
California
$8.96M +$615K +2,084 +8%
SOS
562
Silver Oak Securities
Tennessee
$8.86M -$566K -1,919 -6%
SSW
563
Smith Shellnut Wilson
Mississippi
$8.85M -$62.5K -212 -0.8%
3F
564
360 Financial
Minnesota
$8.85M -$60.8K -206 -0.7%
SAM
565
Simplify Asset Management
Nevada
$8.84M -$2.8M -9,490 -26%
ZIMP
566
Zimmermann Investment Management & Planning
Pennsylvania
$8.82M -$3.91M -13,266 -33%
TF
567
TIAA FSB
Florida
$8.79M -$40.1K -136 -0.5%
AIS
568
American Investment Services
Massachusetts
$8.76M – – –
DIP
569
DT Investment Partners
Pennsylvania
$8.75M – – –
GT
570
Glenmede Trust
Pennsylvania
$8.74M +$145K +490 +2%
FNWM
571
Financial Network Wealth Management
Utah
$8.73M +$448K +1,520 +6%
GKWIM
572
Gerber Kawasaki Wealth & Investment Management
California
$8.72M +$80K +271 +1%
AWM
573
Avior Wealth Management
Nebraska
$8.7M -$427K -1,447 -5%
SIG
574
Stonegate Investment Group
Alabama
$8.7M +$775K +2,626 +11%
PWAG
575
Polaris Wealth Advisory Group
California
$8.68M +$7.56M +25,611 +1,800%
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