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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
676
Kings Point Capital Management
New York
$1.9M +$139K +696 +8%
TAMH
677
Taikang Asset Management (HK)
Hong Kong
$1.9M -$447K -2,232 -20%
RIA
678
Realta Investment Advisors
Delaware
$1.9M +$13K +65 +0.7%
LWCFA
679
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.88M +$12K +60 +0.7%
RG
680
Retirement Group
California
$1.88M +$1.77M +8,826 New
CCA
681
Clearwater Capital Advisors
Illinois
$1.87M -$119K -593 -6%
TA
682
Tiedemann Advisors
New York
$1.87M +$439K +2,191 +33%
CAS
683
Cascadia Advisory Services
Oregon
$1.87M +$1.76M +8,775 New
CPA
684
Capital Planning Advisors
California
$1.86M -$601 -3 -0%
WIA
685
World Investment Advisors
California
$1.85M +$20.6K +103 +1%
LFG
686
LifePlan Financial Group
Ohio
$1.85M +$89.3K +446 +5%
AFG
687
Albion Financial Group
Utah
$1.84M +$20.4K +102 +1%
PPSG
688
Princeton Portfolio Strategies Group
New Jersey
$1.83M -$346K -1,729 -17%
EA
689
Elm Advisors
California
$1.83M -$20K -100 -1%
BWA
690
BDO Wealth Advisors
Florida
$1.83M +$480K +2,395 +39%
CF
691
Copperwynd Financial
Arizona
$1.82M -$5.72M -28,571 -77%
LW
692
Linscomb Wealth
Texas
$1.81M -$45.2K -226 -3%
WF
693
Welch & Forbes
Massachusetts
$1.8M -$4K -20 -0.2%
DMC
694
Drexel Morgan & Co
Pennsylvania
$1.77M – – –
BCA
695
Bay Colony Advisors
Massachusetts
$1.76M +$36.2K +181 +2%
CG
696
Cutler Group
California
$1.76M -$29.1M -145,277 -95%
MFG
697
Merit Financial Group
Georgia
$1.76M +$658K +3,285 +66%
SCM
698
Sterneck Capital Management
Missouri
$1.75M – – –
ECG
699
EPIQ Capital Group
California
$1.75M +$1.64M +8,213 New
PRWA
700
Platte River Wealth Advisors
Colorado
$1.74M +$1.59M +7,955 New
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