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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
651
TIAA Trust, National Association
North Carolina
$15.2M +$391K +774 +3%
MBTD
652
Mechanics Bank - Trust Department
California
$15.2M -$163K -322 -1%
MCM
653
Monument Capital Management
Virginia
$15.2M -$299K -591 -2%
RG
654
Rathbones Group
United Kingdom
$15.1M -$253K -501 -2%
PWM
655
Peterson Wealth Management
Nevada
$15M +$425K +840 +3%
SAM
656
Silvercrest Asset Management
New York
$15M -$509K -1,006 -3%
ACM
657
Anfield Capital Management
California
$15M +$152K +301 +1%
SL
658
Systelligence LLC
Minnesota
$15M +$1.86M +3,683 +14%
AFP
659
Ausdal Financial Partners
Iowa
$14.9M +$1.24M +2,443 +9%
Koshinski Asset Management
660
Koshinski Asset Management
Illinois
$14.9M -$492K -972 -3%
TFP
661
Traction Financial Partners
Wyoming
$14.9M +$347K +686 +2%
RIS
662
Richmond Investment Services
Wisconsin
$14.9M +$14.8M +29,163 New
PAS
663
Park Avenue Securities
New York
$14.8M +$3.76M +7,438 +34%
SWM
664
SeaCrest Wealth Management
New York
$14.8M +$485K +958 +3%
GA
665
Geller Advisors
New York
$14.7M +$971K +1,920 +7%
KWM
666
KFG Wealth Management
Indiana
$14.7M -$1.52M -2,997 -9%
MFIM
667
Mesirow Financial Investment Management
Illinois
$14.7M +$838K +1,657 +6%
AFAS
668
Acorn Financial Advisory Services
Virginia
$14.6M +$203K +402 +1%
GKWIM
669
Gerber Kawasaki Wealth & Investment Management
California
$14.5M +$1.19M +2,347 +9%
AssetMark Inc
670
AssetMark Inc
California
$14.5M +$763K +1,508 +6%
Principal Financial Group
671
Principal Financial Group
Iowa
$14.5M +$4.54M +8,970 +46%
LC
672
Lindbrook Capital
California
$14.5M -$229K -453 -2%
EGA
673
E&G Advisors
Texas
$14.4M +$185K +365 +1%
EFG
674
Erickson Financial Group
Pennsylvania
$14.4M +$110K +218 +0.8%
FFS
675
Fischer Financial Services
Pennsylvania
$14.4M +$14.2M +28,114 New