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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
851
Avior Wealth Management
Nebraska
$11.1M +$232K +467 +2%
BSAM
852
Blue Square Asset Management
New York
$11M +$2.12M +4,254 +27%
CT
853
Caldwell Trust
Florida
$11M +$109K +220 +1%
NEPWA
854
New England Private Wealth Advisors
Massachusetts
$11M +$463K +931 +5%
PWM
855
Prosperity Wealth Management
California
$11M -$586K -1,178 -6%
CCM
856
Coldstream Capital Management
Washington
$11M -$731K -1,469 -7%
ST
857
Sentinel Trust
Texas
$10.9M – – –
CFD
858
Creative Financial Designs
Indiana
$10.9M +$885K +1,780 +10%
CA
859
Crewe Advisors
Utah
$10.9M +$361K +725 +4%
JWM
860
Jacksonville Wealth Management
Florida
$10.9M +$788K +1,584 +9%
FFS
861
Fortress Financial Solutions
Arizona
$10.8M +$89.5K +180 +0.9%
HSA
862
HBK Sorce Advisory
Pennsylvania
$10.8M +$118K +237 +1%
JWM
863
JP Wealth Management
South Carolina
$10.8M -$821K -1,650 -8%
BSG
864
Black Swift Group
Colorado
$10.8M +$9.72M +19,550 New
BCP
865
Berkeley Capital Partners
Georgia
$10.8M – – –
CICC
866
Capital Investment Counsel (Colorado)
Colorado
$10.7M -$160K -321 -2%
YCG
867
Yeomans Consulting Group
Georgia
$10.7M -$4M -8,042 -29%
IFA
868
Interactive Financial Advisors
Illinois
$10.7M -$401K -807 -4%
LSA
869
Lion Street Advisors
Texas
$10.7M +$1.13M +2,281 +13%
PIA
870
Perennial Investment Advisors
California
$10.6M +$584K +1,174 +7%
MPA
871
Marvin & Palmer Associates
Delaware
$10.6M +$9.55M +19,200 New
RPGNY
872
Retirement Planning Group (New York)
New York
$10.6M +$209K +421 +2%
FNT
873
First Nebraska Trust
Nebraska
$10.6M +$50.7K +102 +0.5%
BBHC
874
Brown Brothers Harriman & Co
New York
$10.5M +$744K +1,495 +9%
NSIM
875
North Star Investment Management
Illinois
$10.5M -$389K -783 -4%
33 34
35
36 37