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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
JGUA
851
John G. Ullman & Associates
New York
$279K – – –
IB
852
Intrust Bank
Kansas
$277K -$33.5K -200 -11%
LBC
853
Lowe Brockenbrough & Co
Virginia
$277K -$16.8K -100 -6%
MSFP
854
Mark Sheptoff Financial Planning
Connecticut
$275K – – –
TI
855
Truepoint Inc
Ohio
$274K +$267K +1,595 New
DAM
856
Deltec Asset Management
New York
$272K – – –
CAG
857
Crestwood Advisors Group
Massachusetts
$272K +$168 +1 +0.1%
ICM
858
IMS Capital Management
Oregon
$271K +$11.2K +67 +4%
FFWA
859
FRG Family Wealth Advisors
Washington
$270K -$165K -987 -39%
UB
860
UMB Bank
Missouri
$270K -$8.89K -53 -3%
MFG
861
Merit Financial Group
Georgia
$268K +$2.01K +12 +0.8%
GMA
862
Goldstein Munger & Associates
California
$266K – – –
EWG
863
Executive Wealth Group
Washington
$265K +$503 +3 +0.2%
ACM
864
AlphaStar Capital Management
North Carolina
$265K +$259K +1,545 New
CCG
865
Chatham Capital Group
Georgia
$265K +$259K +1,546 New
SFS
866
Summit Financial Strategies
Ohio
$263K +$257K +1,531 New
BAM
867
Berkshire Asset Management
Pennsylvania
$260K – – –
HKIM
868
Hayek Kallen Investment Management
Alabama
$257K – – –
SCM
869
Shelton Capital Management
Colorado
$257K +$252K +1,500 New
BS
870
Boenning & Scattergood
Pennsylvania
$254K +$248K +1,479 New
LA
871
LexAurum Advisors
Kansas
$252K +$6.04K +36 +3%
VWM
872
Valley Wealth Managers
New Jersey
$251K +$246K +1,465 New
AIP
873
Almanack Investment Partners
Pennsylvania
$250K -$40.2K -240 -14%
VCA
874
Verdence Capital Advisors
Maryland
$250K +$335 +2 +0.1%
MPIA
875
Mountain Pacific Investment Advisers
Idaho
$249K – – –
33 34
35
36 37