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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
926
Sugarloaf Wealth Management
Georgia
$2.7M +$266K +881 +10%
ACP
927
Ashfield Capital Partners
California
$2.69M -$414K -1,372 -12%
AFS
928
Amtrust Financial Services
New York
$2.67M – – –
NWA
929
Navis Wealth Advisors
New York
$2.67M -$2.18M -7,216 -42%
LI
930
LMCG Investments
Massachusetts
$2.67M +$91.4K +303 +3%
MCWS
931
McKinley Carter Wealth Services
West Virginia
$2.65M -$23.2K -77 -0.8%
SW
932
SkyOak Wealth
Michigan
$2.64M -$97.8K -324 -3%
HWP
933
Highline Wealth Partners
California
$2.63M +$2.97M +9,853 New
CCP
934
Corient Capital Partners
California
$2.63M +$121K +400 +4%
TC
935
Telemus Capital
Michigan
$2.62M +$42.6K +141 +1%
RIG
936
Ramiah Investment Group
Wisconsin
$2.61M -$481K -1,594 -14%
AGP
937
Autumn Glory Partners
Texas
$2.6M – – –
NI
938
Noked Israel
Israel
$2.6M +$2.94M +9,725 New
CCM
939
Cohen Capital Management
California
$2.59M +$245K +812 +9%
BOH
940
Bank of Hawaii
Hawaii
$2.59M -$63.4K -210 -2%
SWA
941
Sax Wealth Advisors
New Jersey
$2.59M +$134K +443 +5%
MPW
942
Monterey Private Wealth
California
$2.58M +$1.42M +4,712 +98%
WPC
943
Wedmont Private Capital
Pennsylvania
$2.58M +$45.9K +152 +2%
SAM
944
Strategic Asset Management
Minnesota
$2.58M -$52.2K -173 -2%
PJSIMP
945
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.57M +$33.2K +110 +1%
TMWM
946
Taylor & Morgan Wealth Management
Michigan
$2.56M +$2.06M +6,834 +249%
TCOV
947
Trust Company of Vermont
Vermont
$2.56M +$355K +1,175 +14%
FPIS
948
Financial Planning & Information Services
Wisconsin
$2.55M -$92.7K -307 -3%
MWM
949
Mascoma Wealth Management
New Hampshire
$2.55M +$39.2K +130 +1%
CPWA
950
Cerro Pacific Wealth Advisors
California
$2.55M +$717K +2,376 +33%
36 37
38
39 40