We are live on ! Find out more
QQQ icon

Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1051
BigSur Wealth Management
Florida
$240K – – –
MJRIC
1052
Mogy Joel R Investment Counsel
California
$240K – – –
TWA
1053
TCI Wealth Advisors
Arizona
$239K +$11K +65 +5%
ED
1054
Exane Derivatives
France
$236K -$26.1K -154 -10%
XWM
1055
Xcel Wealth Management
Florida
$236K – – –
PAM
1056
PVG Asset Management
Colorado
$234K -$1.92M -11,322 -90%
MM
1057
Main Management
California
$234K – – –
MIC
1058
Meridian Investment Counsel
California
$234K – – –
FAM
1059
Flaharty Asset Management
Florida
$233K +$220K +1,295 New
SB
1060
Strategic Blueprint
Georgia
$233K +$220K +1,299 New
PGAM
1061
Princeton Global Asset Management
New Jersey
$232K +$219K +1,293 New
AB
1062
AT Bancorp
Iowa
$232K +$220K +1,294 New
BO
1063
BRR OpCo
Ohio
$231K -$124K -732 -36%
ARG
1064
Advisory Resource Group
Oklahoma
$229K -$8.14K -48 -4%
OC
1065
Oakworth Capital
Alabama
$229K – – –
PWAC
1066
Private Wealth Advisors (California)
California
$229K +$216K +1,274 New
GPC
1067
Glacier Peak Capital
Washington
$227K -$3.88M -22,891 -95%
BFO
1068
Biltmore Family Office
North Carolina
$226K +$213K +1,255 New
AIA
1069
Angeles Investment Advisors
California
$226K +$214K +1,259 New
CBT
1070
Capital Bank & Trust
California
$224K – – –
SHCM
1071
Stokes & Hubbell Capital Management
Louisiana
$224K +$212K +1,249 New
EWA
1072
Exencial Wealth Advisors
Oklahoma
$223K +$211K +1,244 New
VCM
1073
Vigilant Capital Management
Maine
$222K +$56.5K +333 +37%
KA
1074
Klingman & Associates
New York
$222K +$209K +1,233 New
MGAM
1075
McGowan Group Asset Management
Texas
$220K +$208K +1,224 New
41 42
43
44 45