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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
TCMP
726
Thrive Capital Management (Pennsylvania)
Pennsylvania
$15M -$2.23M -3,673 -12%
TWP
727
Tyche Wealth Partners
Texas
$15M +$3.68M +6,059 +31%
MBTD
728
Mechanics Bank - Trust Department
California
$14.9M -$133K -219 -0.8%
LWM
729
Lighthouse Wealth Management
Ohio
$14.9M +$705K +1,160 +5%
TW
730
Tempo Wealth
Ohio
$14.9M +$1.45M +2,385 +10%
PUI
731
Purpose Unlimited Inc
$14.8M -$56.6M -93,114 -78%
AP
732
Advisortrust Partners
North Carolina
$14.8M -$981K -1,615 -6%
CSP
733
Cary Street Partners
Virginia
$14.7M -$435K -716 -3%
SWAG
734
Spectrum Wealth Advisory Group
California
$14.7M -$382K -629 -2%
CWMK
735
Caliber Wealth Management (Kansas)
Kansas
$14.7M -$267K -440 -2%
SIC
736
Sigma Investment Counselors
Michigan
$14.7M -$3.07M -5,050 -17%
VT
737
Vise Technologies
New York
$14.6M – – –
AG
738
AlTi Global
New York
$14.6M +$1.12M +1,842 +8%
IWM
739
Iams Wealth Management
Nebraska
$14.6M +$536K +882 +4%
CA
740
Continuum Advisory
Idaho
$14.6M -$192K -316 -1%
RWP
741
RWA Wealth Partners
Massachusetts
$14.6M -$89.3K -147 -0.6%
IF
742
Integrity Financial
Wyoming
$14.5M -$72.3K -119 -0.5%
SFG
743
SageGuard Financial Group
Tennessee
$14.5M +$484K +796 +3%
FHA
744
Flagship Harbor Advisors
Massachusetts
$14.5M -$275K -452 -2%
MFG
745
MTM Financial Group
Pennsylvania
$14.5M +$851K +1,400 +6%
KFGK
746
Keystone Financial Group (Kentucky)
Kentucky
$14.5M +$2.31M +3,796 +18%
CWM
747
Coral Wealth Management
Florida
$14.5M +$15.2M +25,093 New
LFA
748
Legend Financial Advisors
Pennsylvania
$14.5M +$196K +323 +1%
GL
749
Gerber LLC
Ohio
$14.5M +$117K +193 +0.8%
HBW
750
Hazlett, Burt & Watson
West Virginia
$14.4M +$214K +352 +1%
28 29
30
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