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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CC
651
Chicago Capital
Illinois
$856K +$97K +536 +13%
UAS
652
United Asset Strategies
New York
$851K -$1.21M -6,689 -59%
SAS
653
Stelac Advisory Services
New York
$849K -$258K -1,425 -24%
VFA
654
Valeo Financial Advisors
Indiana
$849K +$120K +661 +15%
WPSG
655
Wealth & Pension Services Group
Georgia
$849K +$827K +4,571 New
ACP
656
Ashfield Capital Partners
California
$845K +$72.4K +400 +10%
BMC
657
Benin Management Corp
Connecticut
$840K +$169K +935 +26%
BFC
658
Blue Fin Capital
Rhode Island
$836K -$16.3K -90 -2%
SF
659
Synovus Financial
Georgia
$836K +$362 +2 +0%
GBBWRPM
660
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$833K -$72K -398 -8%
CGL
661
Clarius Group LLC
Washington
$822K +$352K +1,948 +79%
PP
662
Patten & Patten
Tennessee
$821K -$23.7K -131 -3%
HPWM
663
Highland Private Wealth Management
Washington
$814K
CWM
664
Circle Wealth Management
New Jersey
$813K -$137K -759 -15%
NB
665
Northwest Bancshares
Pennsylvania
$808K +$59.7K +330 +8%
SAM
666
Silvercrest Asset Management
New York
$806K
PCA
667
Personal Capital Advisors
California
$803K -$170K -940 -18%
ED
668
Exane Derivatives
France
$799K +$601K +3,325 +340%
RRWA
669
Rainey & Randall Wealth Advisors
Florida
$790K +$769K +4,251 New
CAPTRUST Financial Advisors
670
CAPTRUST Financial Advisors
North Carolina
$789K +$10.1K +56 +1%
ST
671
Spinnaker Trust
Maine
$780K
GI
672
Gradient Investments
Minnesota
$778K +$428K +2,367 +130%
PWMAG
673
Pinnacle Wealth Management Advisory Group
New Jersey
$775K +$119K +656 +19%
SWM
674
Stockman Wealth Management
Montana
$773K -$72.2K -399 -9%
CFSG
675
Community Financial Services Group
Vermont
$770K +$23.3K +129 +3%