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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
GPFA
1051
Game Plan Financial Advisors
Ohio
$2.76M -$69.3K -195 -3%
FMWA
1052
Forvis Mazars Wealth Advisors
Missouri
$2.75M +$1.66M +4,686 +161%
CPFP
1053
Clear Perspectives Financial Planning
Ohio
$2.73M -$150K -423 -5%
OPCM
1054
Osborne Partners Capital Management
California
$2.72M +$1.17M +3,290 +78%
BEAM
1055
Baker Ellis Asset Management
Washington
$2.71M -$413K -1,162 -13%
T
1056
TNF
Montana
$2.7M -$220K -619 -7%
RE
1057
RBC Europe
United Kingdom
$2.69M -$53.3K -150 -2%
MFA
1058
Mayflower Financial Advisors
Massachusetts
$2.67M -$87.7K -247 -3%
FT
1059
Fiduciary Trust
Massachusetts
$2.66M +$38.7K +109 +2%
CAN
1060
Claraphi Advisory Network
United States
$2.65M +$84.5K +238 +3%
KPCM
1061
Kings Point Capital Management
New York
$2.65M +$28.8K +81 +1%
LIM
1062
Leavell Investment Management
Alabama
$2.63M +$50.1K +141 +2%
GFS
1063
GYL Financial Synergies
Connecticut
$2.63M -$40.1K -113 -2%
BW
1064
Bison Wealth
Georgia
$2.62M +$461K +1,297 +22%
CHJWM
1065
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.62M +$51.5K +145 +2%
CFO
1066
CVA Family Office
Colorado
$2.61M +$203K +572 +9%
VAS
1067
Vestmark Advisory Solutions
Massachusetts
$2.6M -$368K -1,035 -13%
CPIG
1068
Chicago Partners Investment Group
Illinois
$2.58M +$617K +1,737 +24%
BWM
1069
BCS Wealth Management
Tennessee
$2.57M +$259K +728 +11%
TCOV
1070
Trust Company of Vermont
Vermont
$2.57M -$803K -2,261 -24%
WP
1071
WMS Partners
Maryland
$2.56M +$18.8K +53 +0.8%
SAM
1072
SignalPoint Asset Management
Missouri
$2.53M +$323K +909 +15%
NC
1073
NovaPoint Capital
Georgia
$2.51M -$4.87M -13,703 -66%
CAI
1074
Capital Advisors Inc
Oklahoma
$2.51M +$404K +1,138 +20%
DMC
1075
Drexel Morgan & Co
Pennsylvania
$2.5M – – –
41 42
43
44 45