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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CFB
1001
Cullen/Frost Bankers
Texas
$9M +$640K +1,053 +7%
MWM
1002
Maridea Wealth Management
New York
$8.95M -$299K -492 -3%
KV
1003
Kickstand Ventures
New York
$8.91M +$122K +200 +1%
EW
1004
Evoke Wealth
California
$8.91M -$5.2M -8,556 -36%
ASBI
1005
American State Bank (Iowa)
Iowa
$8.91M -$6.68K -11 -0.1%
WHG
1006
Westwood Holdings Group
Texas
$8.9M -$33.3M -54,886 -78%
BBHC
1007
Brown Brothers Harriman & Co
New York
$8.9M -$1.11M -1,829 -11%
PFA
1008
Pettinga Financial Advisors
Indiana
$8.87M +$1.9M +3,123 +26%
BCI
1009
Blue Capital Inc
Nebraska
$8.86M +$816K +1,343 +10%
CA
1010
Cannon Advisors
North Carolina
$8.84M +$208K +343 +2%
KHCM
1011
Kirtland Hills Capital Management
Ohio
$8.83M +$3.29M +5,409 +67%
WF
1012
Warner Financial
Maryland
$8.8M +$34.6K +57 +0.4%
9C
1013
9823 Capital
Texas
$8.79M +$441K +726 +5%
FMI
1014
Financial Management Inc
Arkansas
$8.74M +$343K +564 +4%
CW
1015
Cedarwood Wealth
Colorado
$8.71M +$712K +1,172 +8%
MAS
1016
MPWM Advisory Solutions
Georgia
$8.7M +$1.12M +1,841 +14%
GWAM
1017
Guardian Wealth Advisors (Minnesota)
Minnesota
$8.6M -$210K -346 -2%
MIA
1018
MMBG Investment Advisors
Florida
$8.56M -$27.3K -45 -0.3%
GI
1019
Gradient Investments
Minnesota
$8.53M -$780K -1,284 -8%
HTIM
1020
Harbour Trust & Investment Management
Indiana
$8.52M +$93.6K +154 +1%
MFG
1021
Magnus Financial Group
New York
$8.49M -$180K -297 -2%
WB
1022
Webster Bank
Connecticut
$8.48M -$264K -435 -3%
PSCM
1023
Per Stirling Capital Management
Texas
$8.44M -$158K -260 -2%
GSC
1024
G&S Capital
Colorado
$8.43M +$186K +306 +2%
FFG
1025
Fortem Financial Group
California
$8.42M +$1.63M +2,678 +22%