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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
701
Delta Asset Management
Tennessee
$19K – – –
ZB
702
Zions Bancorporation
Utah
$19K – – –
WAP
703
Wealthcare Advisory Partners
Pennsylvania
$19K +$18.6K +172 New
ECM
704
Exchange Capital Management
Michigan
$19K +$19.4K +180 New
AWM
705
AllSquare Wealth Management
New York
$18K – – –
JGIA
706
Jackson Grant Investment Advisers
Connecticut
$17K +$7.78K +72 +87%
TSW
707
Thompson Siegel & Walmsley
Virginia
$16K – – –
MPWT
708
MassMutual Private Wealth & Trust
Connecticut
$12.5K -$15.1K -140 -55%
BFEC
709
Benjamin F. Edwards & Company
Missouri
$11K -$11.3K -105 -51%
MTB
710
Mizuho Trust & Banking
Japan
$11K +$10.8M +100,000 New
SFFS
711
Stonehage Fleming Financial Services
Jersey
$8K -$215K -1,990 -97%
CPIG
712
Chicago Partners Investment Group
Illinois
$8K – – –
HDIM
713
Hanson & Doremus Investment Management
Vermont
$8K – – –
MFW
714
Mosaic Family Wealth
Missouri
$7K -$103K -950 -94%
ADL
715
Asset Dedication LLC
California
$7K – – –
IPC
716
Independent Portfolio Consultants
Florida
$4K -$1.71M -15,790 -100%
HR
717
Howe & Rusling
New York
$4K -$15.1K -140 -79%
AIM
718
Arcadia Investment Management
Michigan
$4K +$4.32K +40 New
ATC
719
Adirondack Trust Company
New York
$3K – – –
KTC
720
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
AIS
721
Accurate Investment Solutions
Pennsylvania
$1K – – –
HIM
722
Hillsdale Investment Management
Ontario, Canada
$1K – – –
FM
723
Forward Management
California
– -$146M -1,340,945 Closed
BAM
724
Broadmark Asset Management
California
– -$142M -1,302,940 Closed
NM
725
NWI Management
New York
– -$103M -947,202 Closed
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