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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
926
Gladstone Institutional Advisory
Florida
$455K -$398K -2,100 -47%
OCM
927
Oakwood Capital Management
California
$455K +$758 +4 +0.2%
FHA
928
First Horizon Advisors
Tennessee
$453K +$45.1K +238 +11%
BWP
929
Bernardo Wealth Planning
Pennsylvania
$452K -$30.9K -163 -6%
BP
930
BBR Partners
New York
$451K – – –
TI
931
Truepoint Inc
Ohio
$447K +$21.2K +112 +5%
IWS
932
Insight Wealth Strategies
California
$446K +$948 +5 +0.2%
NL
933
NVWM LLC
Pennsylvania
$440K -$611K -3,222 -58%
RT
934
Rockland Trust
Massachusetts
$439K +$51.2K +270 +13%
CTA
935
Chesley Taft & Associates
Illinois
$437K +$438K +2,313 New
MA
936
MONECO Advisors
Connecticut
$436K +$72.4K +382 +20%
WCWM
937
Wooster Corthell Wealth Management
Connecticut
$434K – – –
CCT
938
Country Club Trust
Missouri
$433K -$66.7K -352 -13%
SPL
939
Smart Portfolios LLC
Washington
$433K +$410K +2,161 New
EWF
940
Epstein & White Financial
California
$431K -$97.1K -512 -18%
BO
941
BRR OpCo
Ohio
$431K +$194K +1,022 +81%
MWPCG
942
Measured Wealth Private Client Group
New Hampshire
$431K +$432K +2,281 New
AP
943
Appleton Partners
Massachusetts
$430K -$126K -665 -23%
JIR
944
James Investment Research
Ohio
$421K – – –
MWM
945
Modera Wealth Management
New Jersey
$420K +$569 +3 +0.1%
SIC
946
Shoker Investment Counsel
Ohio
$420K +$948 +5 +0.2%
5L
947
55I LLC
Massachusetts
$418K +$63.3K +334 +18%
FSA
948
Financial Sense Advisors
California
$415K +$417K +2,200 New
WCM
949
Wunderlich Capital Managemnt
Tennessee
$414K +$415K +2,191 New
EL
950
Envoi LLC
Minnesota
$412K – – –
36 37
38
39 40