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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
GWAM
726
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.18M -$226K -613 -4%
CLOS
727
Compagnie Lombard Odier SCmA
Switzerland
$5.17M -$589K -1,600 -10%
WQ
728
Wealth Quarterback
New Jersey
$5.16M -$398K -1,080 -7%
PFA
729
Pettinga Financial Advisors
Indiana
$5.13M +$1.75M +4,764 +50%
FFG
730
Ford Financial Group
California
$5.13M +$4.07M +11,042 +336%
GWMIA
731
Global Wealth Management Investment Advisory
Florida
$5.11M +$562K +1,527 +12%
NF
732
Nikulski Financial
Iowa
$5.08M +$194K +526 +4%
WAP
733
Wealthcare Advisory Partners
Pennsylvania
$5.07M -$457K -1,242 -8%
Lazard Asset Management
734
Lazard Asset Management
New York
$5.05M -$40.3M -109,400 -89%
GCA
735
Genesee Capital Advisors
New York
$5.04M +$5.18M +14,066 New
PBT
736
Pictet Bank & Trust
Bahamas
$5.03M -$13.3M -36,100 -72%
MWA
737
MFA Wealth Advisors
Pennsylvania
$5.02M -$270K -734 -5%
PCP
738
Proficio Capital Partners
Massachusetts
$4.99M +$5.13M +13,939 New
GA
739
Gateway Advisory
New Jersey
$4.97M +$292K +792 +6%
JIC
740
Joel Isaacson & Co
New York
$4.96M -$28K -76 -0.5%
FNBT
741
FineMark National Bank & Trust
Florida
$4.95M +$293K +795 +6%
LFPWM
742
Leicht Financial Planning & Wealth Management
New Jersey
$4.95M -$277K -753 -5%
First Manhattan
743
First Manhattan
New York
$4.94M +$172K +467 +4%
PJSIMP
744
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.91M -$5.16K -14 -0.1%
RTS
745
Round Table Services
New Jersey
$4.89M -$250K -679 -5%
KFGK
746
Keystone Financial Group (Kentucky)
Kentucky
$4.88M +$342K +928 +7%
CWP
747
CFM Wealth Partners
Texas
$4.88M +$423K +1,148 +9%
FWC
748
First Washington Corp
Washington
$4.85M -$133K -360 -3%
SWM
749
Strategic Wealth Management
Washington
$4.82M -$672K -1,826 -12%
GM
750
Granger Management
New York
$4.79M -$513K -1,392 -9%