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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
676
Sound View Wealth Advisors Group
Georgia
$4.64M -$937K -2,931 -17%
MCM
677
Mainstay Capital Management
Michigan
$4.64M -$145K -454 -3%
MWM
678
MorganRosel Wealth Management
Colorado
$4.64M -$400K -1,250 -8%
BRG
679
Bay Rivers Group
Virginia
$4.63M +$75.1K +235 +2%
WCM
680
Windham Capital Management
Massachusetts
$4.63M
FNBT
681
FineMark National Bank & Trust
Florida
$4.63M +$425K +1,329 +10%
PJSIMP
682
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.61M -$2.88K -9 -0.1%
GCA
683
Genesee Capital Advisors
New York
$4.58M -$123K -384 -3%
WAP
684
Wealthcare Advisory Partners
Pennsylvania
$4.56M +$141K +442 +3%
GWAM
685
Guardian Wealth Advisors (Minnesota)
Minnesota
$4.55M -$48.3K -151 -1%
DL
686
DOHJ LLC
Washington
$4.54M +$126K +393 +3%
SS
687
Sunbelt Securities
Texas
$4.53M -$172K -538 -4%
Lazard Asset Management
688
Lazard Asset Management
New York
$4.5M
PPSG
689
Princeton Portfolio Strategies Group
New Jersey
$4.49M -$48K -150 -1%
NWA
690
Navis Wealth Advisors
New York
$4.49M +$1.6K +5 +0%
EWM
691
Empirical Wealth Management
Washington
$4.48M -$862K -2,696 -16%
OR
692
Olympiad Research
Connecticut
$4.48M -$8.21M -25,688 -65%
OMC
693
Overbrook Management Corp
New York
$4.47M -$94.6K -296 -2%
CWM
694
CIBC World Markets
New York
$4.47M
RTS
695
Round Table Services
New Jersey
$4.47M +$636K +1,990 +17%
MOS
696
MGO One Seven
Ohio
$4.41M +$353K +1,104 +9%
FPGK
697
Financial Partners Group (Kansas)
Kansas
$4.4M +$95K +297 +2%
CMI
698
Clare Market Investments
Texas
$4.39M +$174K +544 +4%
EW
699
Element Wealth
Mississippi
$4.38M -$3.68M -11,512 -46%
LFPWM
700
Leicht Financial Planning & Wealth Management
New Jersey
$4.36M +$533K +1,666 +14%