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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
851
Castle Rock Wealth Management
California
$3.67M -$17.7K -48 -0.5%
OWA
852
Outlook Wealth Advisors
Texas
$3.66M -$270K -732 -7%
IHL
853
Investment House LLC
California
$3.66M +$3.77M +10,231 New
CPIA
854
Cornell Pochily Investment Advisors
New York
$3.65M +$120K +325 +3%
GI
855
GAMCO Investors
Connecticut
$3.64M – – –
SAM
856
Strategy Asset Managers
California
$3.64M -$20.3K -55 -0.5%
IWP
857
Innova Wealth Partners
Pennsylvania
$3.63M +$2.77M +7,523 +286%
MIFH
858
Migdal Insurance & Financial Holdings
Israel
$3.62M +$1.8M +4,896 +94%
T
859
TNF
Montana
$3.62M +$3.45M +9,369 New
TAMH
860
Taikang Asset Management (HK)
Hong Kong
$3.6M – – –
SLWS
861
Swaine & Leidel Wealth Services
Florida
$3.6M +$3.71M +10,068 New
VWA
862
Visionary Wealth Advisors
Illinois
$3.59M +$462K +1,254 +14%
SCM
863
Schnieders Capital Management
California
$3.59M +$6.26K +17 +0.2%
AFS
864
Amtrust Financial Services
New York
$3.58M -$1.84M -5,000 -33%
KWM
865
Keebeck Wealth Management
Illinois
$3.57M -$55.6K -151 -1%
EAM
866
Erste Asset Management
Austria
$3.55M – – –
BOH
867
Bank of Hawaii
Hawaii
$3.55M – – –
VWM
868
Vigilare Wealth Management
Arizona
$3.55M -$146K -397 -4%
RWA
869
River Wealth Advisors
Pennsylvania
$3.54M +$42.7K +116 +1%
OAM
870
Occidental Asset Management
California
$3.5M +$111K +301 +3%
IC
871
Intersect Capital
California
$3.48M +$284K +771 +9%
DFG
872
Demars Financial Group
Washington
$3.47M -$460K -1,248 -11%
CCA
873
Catalyst Capital Advisors
New York
$3.43M -$39K -106 -1%
FFA
874
First Foundation Advisors
California
$3.42M -$79.2K -215 -2%
MSCM
875
McElhenny Sheffield Capital Management
Texas
$3.42M +$3.51M +9,540 New
33 34
35
36 37