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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1101
Magnus Financial Group
New York
$4.9M +$215K +478 +5%
AMCA
1102
Arthur M. Cohen & Associates
Illinois
$4.89M +$6.75K +15 +0.1%
EWM
1103
Evercore Wealth Management
New York
$4.89M -$15.7K -35 -0.3%
WA
1104
WBH Advisory
Maryland
$4.88M -$136K -302 -3%
WLIM
1105
White Lighthouse Investment Management
Massachusetts
$4.88M -$215K -477 -4%
LWM
1106
LongView Wealth Management
Georgia
$4.87M -$52.2K -116 -1%
OPWM
1107
Oxinas Partners Wealth Management
Indiana
$4.87M -$115K -255 -2%
WC
1108
Waterloo Capital
Texas
$4.85M -$565K -1,257 -11%
SPC
1109
Spirepoint Private Client
Florida
$4.84M +$51.7K +115 +1%
HFA
1110
High Falls Advisors
New York
$4.82M +$450 +1 +0%
VWA
1111
Visionary Wealth Advisors
Illinois
$4.82M +$399K +888 +10%
CDH
1112
Charles D. Hyman
$4.82M +$424K +943 +10%
MPCA
1113
Madison Park Capital Advisors
Washington
$4.81M -$12.6K -28 -0.3%
DKCM
1114
Davidson Kempner Capital Management
New York
$4.79M +$4.5M +10,000 New
RWA
1115
Redhawk Wealth Advisors
Minnesota
$4.79M -$3.53M -7,851 -44%
OPWM
1116
Oakwell Private Wealth Management
Texas
$4.78M
TMWM
1117
Taylor & Morgan Wealth Management
Michigan
$4.78M +$289K +643 +7%
TPWA
1118
Twin Peaks Wealth Advisors
California
$4.78M -$208K -463 -4%
NFSG
1119
Newbridge Financial Services Group
Florida
$4.77M +$1.44M +3,196 +47%
NCM
1120
Narwhal Capital Management
Georgia
$4.77M -$8.99K -20 -0.2%
MFFIA
1121
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$4.76M
MCWS
1122
McKinley Carter Wealth Services
West Virginia
$4.75M -$90.4K -201 -2%
FCI
1123
Financial Counselors Inc
Kansas
$4.74M +$929K +2,065 +26%
SAI
1124
Savvy Advisors Inc
New York
$4.73M +$905K +2,012 +26%
MBT
1125
Montecito Bank & Trust
California
$4.72M -$131K -291 -3%