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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
676
WealthBridge Capital Management
Ohio
$1.04M +$203K +1,197 +27%
W
677
Wealthquest
Ohio
$1.03M +$45K +265 +5%
BCFS
678
Butensky & Cohen Financial Security
Florida
$1.03M +$57.5K +339 +6%
JHCP
679
Jackson Hole Capital Partners
Oklahoma
$1.03M – – –
S
680
SignatureFD
Georgia
$1.01M +$134K +789 +16%
BPA
681
Beacon Pointe Advisors
California
$1.01M +$26.3K +155 +3%
PPP
682
Private Portfolio Partners
New Jersey
$1.01M +$3.39K +20 +0.4%
OFG
683
Omega Financial Group
California
$1.01M +$513K +3,021 +117%
FFA
684
First Foundation Advisors
California
$1.01M +$28.8K +170 +3%
BW
685
Bison Wealth
Georgia
$994K +$88.9K +524 +10%
HFA
686
Hoover Financial Advisors
Pennsylvania
$991K -$9.33K -55 -1%
DP
687
Denver PWM
Colorado
$982K -$167K -983 -16%
VBFP
688
Valtinson Bruner Financial Planning
Minnesota
$974K – – –
KFGK
689
Keystone Financial Group (Kentucky)
Kentucky
$973K +$296K +1,745 +48%
ECA
690
Elevated Capital Advisors
Utah
$970K +$786K +4,630 New
APC
691
Aspire Private Capital
North Carolina
$965K +$848 +5 +0.1%
SF
692
Synovus Financial
Georgia
$963K -$12.7K -75 -1%
PCA
693
Personal Capital Advisors
California
$961K -$83.8K -494 -8%
PM
694
Penbrook Management
New York
$961K – – –
MIM
695
Marco Investment Management
Georgia
$951K +$8.48K +50 +1%
MC
696
Mathes Company
New York
$950K -$42.4K -250 -5%
WPC
697
Waters Parkerson & Co
Louisiana
$949K – – –
TVWM
698
Tower View Wealth Management
Wisconsin
$946K -$16.3K -96 -2%
RRWA
699
Rainey & Randall Wealth Advisors
Florida
$941K +$31.4K +185 +4%
WAM
700
Wealthspire Advisors (Maryland)
Maryland
$938K -$33.8K -199 -4%
26 27
28
29 30