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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
751
Sigma Investment Counselors
Michigan
$18.6M -$100K -146 -0.6%
GL
752
Gerber LLC
Ohio
$18.6M +$93.6K +136 +0.5%
3F
753
360 Financial
Minnesota
$18.6M -$690K -1,003 -4%
AZ
754
Alpha Zero
Florida
$18.5M +$1.2M +1,750 +7%
BWL
755
Bogart Wealth LLC
Virginia
$18.5M +$484K +703 +3%
SFG
756
SageGuard Financial Group
Tennessee
$18.5M -$1.38K -2 -0%
SWAG
757
Spectrum Wealth Advisory Group
California
$18.5M -$241K -351 -1%
MBTD
758
Mechanics Bank - Trust Department
California
$18.4M -$546K -793 -3%
IF
759
Integrity Financial
Wyoming
$18.4M -$152K -221 -0.9%
LWM
760
LJI Wealth Management
Indiana
$18.4M -$854K -1,241 -5%
LWM
761
Lighthouse Wealth Management
Ohio
$18.4M -$563K -818 -3%
FH
762
FWG Holdings
Florida
$18.4M +$18.5M +26,855 New
HBW
763
Hazlett, Burt & Watson
West Virginia
$18.4M +$46.1K +67 +0.3%
PCA
764
Prosperity Capital Advisors
Ohio
$18.4M -$1.41M -2,049 -8%
SF
765
Seros Financial
Arizona
$18.3M +$61.2K +89 +0.4%
CWMK
766
Caliber Wealth Management (Kansas)
Kansas
$18.3M -$432K -628 -2%
GBFG
767
Gerald Baker Financial Group
Texas
$18.2M +$97K +141 +0.6%
SWA
768
Stratos Wealth Advisors
Ohio
$18.2M -$1.69M -2,459 -9%
SW
769
Simplicity Wealth
New Jersey
$18.2M +$10.6M +15,362 +165%
AI
770
Atomic Invest
New York
$18.2M +$9.03M +13,118 +110%
IWM
771
Iams Wealth Management
Nebraska
$18.2M -$418K -608 -2%
IIA
772
Integral Investment Advisors
California
$18.1M -$1.08M -1,567 -6%
SAM
773
Silvercrest Asset Management
New York
$18.1M -$1.04M -1,515 -6%
VT
774
Volterra Technologies
New York
$18M +$16.8M +24,376 New
WEG
775
World Equity Group
Illinois
$17.9M +$323K +470 +2%