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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
726
Endurance Wealth Management
Rhode Island
$4.33M +$117K +400 +3%
PBF
727
Petix & Botte Financial
California
$4.33M -$175K -596 -4%
TW
728
Transform Wealth
Colorado
$4.33M -$1.2M -4,073 -23%
AWA
729
AmeriServ Wealth Advisors
Pennsylvania
$4.31M +$4.03M +13,744 New
NF
730
Nikulski Financial
Iowa
$4.31M +$62.5K +213 +2%
SLWS
731
Swaine & Leidel Wealth Services
Florida
$4.29M -$96K -327 -2%
AWAP
732
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$4.29M +$4.01M +13,669 New
BJL
733
Brighton Jones LLC
Washington
$4.27M -$110K -375 -3%
IAA
734
Ironsides Asset Advisors
North Carolina
$4.27M – – –
PJSIMP
735
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.26M +$2.74M +9,344 +222%
CA
736
Cornerstone Advisory
Maryland
$4.26M +$332K +1,131 +9%
IA
737
Insight Advisors
Pennsylvania
$4.25M +$3.98M +13,558 New
TA
738
TrueWealth Advisors
Alabama
$4.25M +$3.97M +13,518 New
LSAG
739
Lake Street Advisors Group
New Hampshire
$4.25M +$3.52K +12 +0.1%
JIC
740
Joel Isaacson & Co
New York
$4.23M +$169K +576 +4%
CFG
741
Cooper Financial Group
California
$4.17M +$1.9M +6,485 +95%
FPW
742
Flagship Private Wealth
Massachusetts
$4.16M +$3.82M +13,019 New
CMI
743
Clare Market Investments
Texas
$4.15M -$171K -583 -4%
IFG
744
Investors Financial Group
Minnesota
$4.14M +$72.8K +248 +2%
FEM
745
Fulcrum Equity Management
Texas
$4.14M -$2.81M -9,565 -42%
WLIM
746
White Lighthouse Investment Management
Massachusetts
$4.13M -$762K -2,594 -16%
FNBT
747
FineMark National Bank & Trust
Florida
$4.13M +$164K +557 +4%
PF
748
Phoenix Financial
Israel
$4.13M +$3.87M +13,169 New
AWM
749
Atticus Wealth Management
Florida
$4.12M +$244K +832 +7%
BFO
750
Biltmore Family Office
North Carolina
$4.11M +$3.84M +13,094 New
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