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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
NFA
1051
Northwest Financial Advisors
Virginia
$5.36M -$11.2K -25 -0.2%
FFP
1052
FourThought Financial Partners
Florida
$5.36M +$127K +282 +3%
GCP
1053
Gill Capital Partners
Colorado
$5.33M +$236K +524 +5%
JF
1054
Joule Financial
Kentucky
$5.31M -$4.23M -9,398 -46%
PWMG
1055
Pinnacle Wealth Management Group
Michigan
$5.31M +$192K +427 +4%
MYIA
1056
Mount Yale Investment Advisors
Colorado
$5.31M -$191K -424 -4%
RWB
1057
RMR Wealth Builders
New Jersey
$5.3M -$64.8K -144 -1%
HIS
1058
Harvest Investment Services
Illinois
$5.3M -$694K -1,544 -12%
SAM
1059
Silvercrest Asset Management
New York
$5.3M +$4.98M +11,067 New
CPC
1060
Consolidated Planning Corp
Georgia
$5.3M -$201K -448 -4%
LWMG
1061
Levy Wealth Management Group
Pennsylvania
$5.3M -$78.3K -174 -2%
SPW
1062
Surience Private Wealth
Washington
$5.29M +$4.97M +11,051 New
LGW
1063
Leslie Global Wealth
Illinois
$5.28M +$4.95M +11,010 New
FFG
1064
Fiduciary Financial Group
California
$5.26M +$4.77M +10,598 New
RS
1065
Retirement Solution
Washington
$5.24M -$229K -509 -4%
SMA
1066
Sage Mountain Advisors
Georgia
$5.23M +$3.6M +8,012 +276%
FTC
1067
Farmers Trust Company
Ohio
$5.22M -$242K -539 -5%
GSEP
1068
Golden State Equity Partners
California
$5.2M +$4.89M +10,863 New
WPIC
1069
White Pine Investment Company
Michigan
$5.2M +$39.6K +88 +0.8%
LWA
1070
Ledgewood Wealth Advisors
New Hampshire
$5.2M -$177K -394 -4%
APP
1071
Avantax Planning Partners
Iowa
$5.18M +$324K +720 +7%
DFC
1072
DBK Financial Counsel
Ohio
$5.15M -$49.9K -111 -1%
VR
1073
Valued Retirements
Texas
$5.15M +$8.54K +19 +0.2%
IIA
1074
IPG Investment Advisors
California
$5.14M +$1.61M +3,575 +50%
SWA
1075
Sax Wealth Advisors
New Jersey
$5.13M +$4.82M +10,707 New