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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
EVM
751
Eaton Vance Management
Massachusetts
$3.81M -$1.57M -4,915 -29%
AWM
752
Atticus Wealth Management
Florida
$3.8M -$390K -1,219 -9%
OWA
753
Outlook Wealth Advisors
Texas
$3.77M -$357K -1,115 -9%
CWM
754
Centric Wealth Management
Illinois
$3.76M +$1.14M +3,578 +44%
FPIS
755
Financial Planning & Information Services
Wisconsin
$3.76M +$24.9K +78 +0.7%
FLI
756
Family Legacy Inc
South Carolina
$3.74M +$413K +1,292 +12%
9WM
757
9258 Wealth Management
Ohio
$3.73M -$6.08K -19 -0.2%
VA
758
Valmark Advisers
Ohio
$3.73M +$125K +391 +3%
HIP
759
HUB Investment Partners
Texas
$3.72M +$629K +1,967 +20%
WIA
760
World Investment Advisors
California
$3.72M -$5.76K -18 -0.2%
BWA
761
Beam Wealth Advisors
Louisiana
$3.71M -$108K -338 -3%
TPWA
762
TRUE Private Wealth Advisors
Oregon
$3.71M +$997K +3,118 +37%
PCMC
763
Private Capital Management (Colorado)
Colorado
$3.68M -$387K -1,211 -10%
SAM
764
Strategy Asset Managers
California
$3.67M +$454K +1,419 +14%
BFS
765
Bradley Foster & Sargent
Connecticut
$3.64M +$70.3K +220 +2%
MYIA
766
Mount Yale Investment Advisors
Colorado
$3.64M +$561K +1,755 +18%
ECM
767
Evergreen Capital Management
Washington
$3.63M -$14.7K -46 -0.4%
ATFA
768
All Terrain Financial Advisors
Minnesota
$3.63M -$2.27M -7,087 -38%
MCWS
769
McKinley Carter Wealth Services
West Virginia
$3.62M +$156K +487 +4%
NAM
770
NorthCoast Asset Management
Connecticut
$3.59M +$1.71M +5,336 +90%
SLWS
771
Swaine & Leidel Wealth Services
Florida
$3.59M -$777K -2,431 -18%
FIG
772
FundX Investment Group
California
$3.53M -$22M -68,685 -86%
TC
773
Tatro Capital
Kentucky
$3.52M -$3.08M -9,639 -47%
SAI
774
Systematic Alpha Investments
New Jersey
$3.52M +$3.53M +11,025 New
RC
775
RegentAtlantic Capital
New Jersey
$3.51M -$514K -1,609 -13%
29 30
31
32 33