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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
676
Gerber Kawasaki Wealth & Investment Management
California
$12.7M +$109K +230 +0.9%
WJWM
677
Williams Jones Wealth Management
New York
$12.7M -$213K -451 -2%
LFA
678
Legend Financial Advisors
Pennsylvania
$12.6M -$511K -1,079 -4%
SPW
679
Surience Private Wealth
Washington
$12.5M +$6.94M +14,660 +133%
MWM
680
MGB Wealth Management
Texas
$12.5M -$708K -1,497 -6%
DJYG
681
David J. Yvars Group
Florida
$12.5M +$515K +1,089 +4%
SL
682
Systelligence LLC
Minnesota
$12.5M -$186K -394 -2%
OSAM
683
O'Shaughnessy Asset Management
Connecticut
$12.5M +$455K +962 +4%
LA
684
LPF Advisors
Florida
$12.4M +$237K +501 +2%
B
685
Bensler
Washington
$12.4M +$335K +708 +3%
VBFG
686
Vishria Bird Financial Group
Tennessee
$12.4M -$8.52K -18 -0.1%
WWP
687
WR Wealth Planners
Missouri
$12.4M +$1.44M +3,053 +14%
SMC
688
Smith, Moore & Co
Missouri
$12.4M -$8.41M -17,768 -41%
PWM
689
Prosperity Wealth Management
California
$12.4M -$9.97M -21,060 -45%
FNWM
690
Financial Network Wealth Management
Utah
$12.3M -$516K -1,090 -4%
PHWM
691
Pine Harbor Wealth Management
Maryland
$12.2M +$2.49M +5,270 +27%
GL
692
Gerber LLC
Ohio
$12.1M +$92.8K +196 +0.8%
SSW
693
Smith Shellnut Wilson
Mississippi
$12M -$93.2K -197 -0.8%
CT
694
Coastline Trust
Rhode Island
$12M +$11.7M +24,677 New
SIA
695
Soltis Investment Advisors
Utah
$12M -$783K -1,654 -6%
CA
696
CV Advisors
Florida
$12M -$8.99K -19 -0.1%
CA
697
Claro Advisors
Massachusetts
$12M +$726K +1,534 +7%
SSWM
698
Sheets Smith Wealth Management
North Carolina
$11.9M -$33.1K -70 -0.3%
HCM
699
HMS Capital Management
Tennessee
$11.9M +$938K +1,982 +9%
TPA
700
Trivium Point Advisory
Connecticut
$11.9M +$428K +904 +4%
26 27
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