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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
951
Kaizen Financial Strategies
California
$2.22M -$122K -380 -5%
CPA
952
Capital Planning Advisors
California
$2.2M -$386K -1,208 -15%
AS
953
Altshuler Shaham
Israel
$2.19M -$3.17M -9,914 -59%
JFS
954
JD Financial Services
Pennsylvania
$2.19M +$571K +1,785 +35%
FFM
955
Fullerton Fund Management
Singapore
$2.19M +$1.23M +3,836 +126%
FMWA
956
Forvis Mazars Wealth Advisors
Missouri
$2.18M +$56.6K +177 +3%
LA
957
LexAurum Advisors
Kansas
$2.17M -$267K -834 -11%
FFBTD
958
First Financial Bank - Trust Division
Ohio
$2.16M +$1.92M +6,000 +772%
NCM
959
Narwhal Capital Management
Georgia
$2.15M -$9.91K -31 -0.5%
CFSG
960
Community Financial Services Group
Vermont
$2.15M +$70K +219 +3%
VAS
961
Vestmark Advisory Solutions
Massachusetts
$2.15M -$196K -613 -8%
SC
962
SouthState Corp
Florida
$2.15M – – –
CAM
963
Covenant Asset Management
New Jersey
$2.15M +$44.8K +140 +2%
CCM
964
Crew Capital Management
Ohio
$2.15M +$2.15M +6,731 New
5L
965
55I LLC
Massachusetts
$2.14M +$989K +3,092 +86%
RIG
966
Ramiah Investment Group
Wisconsin
$2.1M -$11.2M -35,049 -84%
MECA
967
Miller Equity Capital Advisors
Texas
$2.1M +$117K +365 +6%
GWM
968
Greenhouse Wealth Management
Connecticut
$2.08M +$2.24K +7 +0.1%
BFA
969
Beacon Financial Advisory
Ohio
$2.07M +$3.52K +11 +0.2%
KTA
970
Keeley-Teton Advisors
Illinois
$2.07M – – –
ECG
971
EPIQ Capital Group
California
$2.07M -$244K -762 -11%
EA
972
Elm Advisors
California
$2.06M -$25.6K -80 -1%
RFA
973
Reilly Financial Advisors
California
$2.06M +$12.8K +40 +0.6%
BAAM
974
Baker Avenue Asset Management
California
$2.06M +$259K +809 +14%
BFA
975
Benedict Financial Advisors
Georgia
$2.05M +$2.05M +6,420 New
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