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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
FCMC
976
Founders Capital Management (Connecticut)
Connecticut
$6.47M – – –
DWM
977
Dogwood Wealth Management
Kansas
$6.45M +$1.4M +3,122 +30%
HWP
978
Heritage Wealth Partners
Ohio
$6.43M +$994K +2,209 +20%
BTWM
979
Baker Tilly Wealth Management
Wisconsin
$6.42M +$3M +6,674 +99%
CWMGP
980
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$6.42M +$129K +286 +2%
DWP
981
Destiny Wealth Partners
Florida
$6.39M -$425K -945 -7%
RWIA
982
Roger Wittlin Investment Advisory
California
$6.37M +$1.27M +2,818 +27%
TFGT
983
TS Financial Group (TSFG)
Illinois
$6.37M -$994K -2,210 -14%
TNBTD
984
Trustmark National Bank Trust Department
Mississippi
$6.36M +$326K +724 +6%
PF
985
Phoenix Financial
Israel
$6.34M -$253K -563 -4%
LA
986
LexAurum Advisors
Kansas
$6.33M -$259K -575 -4%
NG
987
Norden Group
Utah
$6.32M +$955K +2,124 +19%
BMCM
988
Bryn Mawr Capital Management
Pennsylvania
$6.3M -$1.56M -3,464 -21%
WB
989
Webster Bank
Connecticut
$6.25M -$16.2K -36 -0.3%
RC
990
Rovin Capital
Arizona
$6.24M -$175K -390 -3%
HG
991
Herbst Group
Connecticut
$6.2M -$74.2K -165 -1%
OHWP
992
Oak Harbor Wealth Partners
North Carolina
$6.16M +$6.3K +14 +0.1%
BCM
993
BTC Capital Management
Iowa
$6.16M +$22.5K +50 +0.4%
NWA
994
Navis Wealth Advisors
New York
$6.15M -$1.39M -3,080 -19%
MPW
995
Monterey Private Wealth
California
$6.1M +$106K +235 +2%
RRCM
996
Rappaport Reiches Capital Management
Illinois
$6.06M +$277K +617 +5%
PWA
997
Provenance Wealth Advisors
Florida
$6.05M -$21.1K -47 -0.4%
JHCP
998
Jackson Hole Capital Partners
Oklahoma
$6.03M +$22K +49 +0.4%
AC
999
Abbrea Capital
California
$6.01M -$322K -717 -5%
SFP
1000
Shepherd Financial Partners
Massachusetts
$5.99M +$523K +1,162 +10%
38 39
40
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