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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
PFC
1101
Phocas Financial Corp
California
$762K – – –
PGAM
1102
Princeton Global Asset Management
New Jersey
$760K – – –
NNP
1103
Nachman Norwood & Parrott
South Carolina
$760K +$331K +1,478 +93%
NAM
1104
NorthCoast Asset Management
Connecticut
$759K +$687K +3,063 New
CL
1105
Choreo LLC
Illinois
$759K +$687K +3,066 New
OIA
1106
Optimum Investment Advisors
Illinois
$757K -$393K -1,753 -36%
TCOT
1107
Trust Company of Toledo
Ohio
$757K +$73.1K +326 +12%
CCM
1108
Carlson Capital Management
Minnesota
$756K -$22.4K -100 -3%
SWM
1109
SVA Wealth Management
Wisconsin
$752K +$162K +721 +31%
GT
1110
Glenview Trust
Kentucky
$749K +$678K +3,027 New
ICA
1111
Infrastructure Capital Advisors
New York
$743K +$448K +2,000 +200%
CANY
1112
Caxton Associates (New York)
New York
$743K +$672K +3,000 New
MWPCG
1113
Measured Wealth Private Client Group
New Hampshire
$742K +$87.4K +390 +15%
SBSB
1114
Sullivan, Bruyette, Speros & Blaney
Virginia
$732K +$59.6K +266 +10%
FAM
1115
Formidable Asset Management
Ohio
$729K +$627K +2,796 New
TI
1116
Tidal Investments
Wisconsin
$728K +$3.59K +16 +0.5%
PL
1117
Plancorp LLC
Missouri
$723K +$260K +1,161 +66%
DPI
1118
Diversified Portfolios Inc
Michigan
$722K -$215K -961 -25%
PWA
1119
Physician Wealth Advisors
Utah
$722K +$93.2K +416 +18%
WSTAM
1120
Wilbanks Smith & Thomas Asset Management
Virginia
$721K -$92.6K -413 -12%
CS
1121
Cannell & Spears
New York
$721K -$11.2K -50 -2%
PPW
1122
Parcion Private Wealth
Washington
$721K +$137K +613 +28%
SXL
1123
Summit X LLC
Missouri
$717K +$38.1K +170 +6%
3AM
1124
3D Asset Management
Connecticut
$716K -$97.3K -434 -13%
LNWWM
1125
Laird Norton Wetherby Wealth Management
California
$716K +$99.3K +443 +18%
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