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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
1026
Atlanta Financial Associates
Georgia
$633K +$704K +3,324 New
DIA
1027
Dana Investment Advisors
Wisconsin
$631K +$78.3K +370 +13%
FVCM
1028
F&V Capital Management
Florida
$631K +$701K +3,313 New
JWCA
1029
J.W. Cole Advisors
Florida
$628K -$12.7M -59,857 -95%
TL
1030
TrueWealth LLC
Georgia
$628K +$41.7K +197 +6%
SMG
1031
Spectrum Management Group
Indiana
$625K -$212K -1,000 -23%
WCF
1032
West Coast Financial
California
$625K -$31.8K -150 -4%
22CM
1033
20/20 Capital Management
California
$625K +$96.3K +455 +19%
PMG
1034
ProVise Management Group
Florida
$624K +$29.4K +139 +4%
GFP
1035
Gryphon Financial Partners
Ohio
$624K +$44K +208 +7%
XSC
1036
X-Square Capital
Puerto Rico
$623K +$36.4K +172 +6%
TPWA
1037
TRUE Private Wealth Advisors
Oregon
$621K -$3.73M -17,605 -84%
MWM
1038
Modera Wealth Management
New Jersey
$619K +$206K +975 +43%
MCM
1039
Maple Capital Management
Vermont
$618K -$37.9K -179 -5%
PO
1040
Private Ocean
California
$613K +$100K +473 +17%
FP
1041
Financial Perspectives
Minnesota
$611K +$393K +1,856 +137%
SCM
1042
Shapiro Capital Management
Georgia
$611K +$679K +3,209 New
RMAM
1043
Raab & Moskowitz Asset Management
New Jersey
$610K -$2.33K -11 -0.3%
HFS
1044
Howard Financial Services
Texas
$610K +$679K +3,206 New
MS
1045
Maven Securities
Jersey
$608K -$1.38M -6,540 -67%
11A
1046
10-15 Associates
New York
$605K -$52.1K -246 -7%
BFS
1047
Bradley Foster & Sargent
Connecticut
$604K -$10.6K -50 -2%
GIM
1048
Goelzer Investment Management
Indiana
$603K – – –
KP
1049
Keel Point
Alabama
$603K +$252K +1,191 +60%
5L
1050
55I LLC
Massachusetts
$594K -$9.53K -45 -1%
40 41
42
43 44