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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
926
Wooster Corthell Wealth Management
Connecticut
$429K – – –
TI
927
Truepoint Inc
Ohio
$422K +$77.1K +419 +23%
WPP
928
Whalerock Point Partners
Rhode Island
$418K +$19.3K +105 +5%
LWM
929
Liberty Wealth Management
California
$417K +$11K +60 +3%
JIR
930
James Investment Research
Ohio
$416K +$18.4K +100 +5%
SIC
931
Shoker Investment Counsel
Ohio
$415K +$736 +4 +0.2%
MWM
932
Modera Wealth Management
New Jersey
$414K -$9.75K -53 -2%
EL
933
Envoi LLC
Minnesota
$407K – – –
ME
934
McIlrath & Eck
Washington
$407K – – –
FI
935
Financial Insights
Washington
$407K +$55.8K +303 +16%
CFB
936
Cullen/Frost Bankers
Texas
$406K – – –
BPB
937
Badgley, Phelps & Bell
Washington
$405K -$18K -98 -4%
FHA
938
First Horizon Advisors
Tennessee
$404K -$106K -577 -21%
PCM
939
Pointe Capital Management
Michigan
$403K – – –
MC
940
Middleton & Co
Massachusetts
$403K +$53.2K +289 +15%
EFSCE
941
Enterprise Financial Services Corp (EFSC)
Missouri
$401K +$30.9K +168 +8%
GCM
942
Gunderson Capital Management
South Carolina
$400K -$48.6K -264 -11%
FFG
943
Ford Financial Group
California
$400K -$8.83K -48 -2%
DP
944
Dearborn Partners
Illinois
$398K – – –
BWP
945
BSW Wealth Partners
Colorado
$398K +$117K +635 +42%
LBD
946
Landsberg Bennett & Dubbaneh
Florida
$397K -$71.2K -387 -16%
OWD
947
Osborn Williams & Donohoe
Ohio
$395K +$38.8K +211 +11%
SAM
948
SP Asset Management
California
$393K +$368 +2 +0.1%
RT
949
Rockland Trust
Massachusetts
$390K +$31.3K +170 +9%
SWM
950
SVA Wealth Management
Wisconsin
$381K – – –
36 37
38
39 40