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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
1101
Tyler-Stone Wealth Management
Ohio
$5.09M +$2.61M +5,515 +112%
CAI
1102
Capital Advisors Inc
Oklahoma
$5.06M +$8.99K +19 +0.2%
ACM
1103
Ategra Capital Management
Virginia
$5.06M -$6.63K -14 -0.1%
WFA
1104
West Financial Advisors
Iowa
$5.05M -$13.3K -28 -0.3%
RS
1105
Retirement Solution
Washington
$5.04M -$284K -600 -5%
MYIA
1106
Mount Yale Investment Advisors
Colorado
$5.04M -$351K -742 -7%
SFS
1107
Sharp Financial Services
Pennsylvania
$5.04M +$261K +551 +6%
FCI
1108
Financial Counselors Inc
Kansas
$5.03M +$194K +410 +4%
OCM
1109
Objective Capital Management
Ohio
$5.02M +$4.87M +10,283 New
SPC
1110
Spirepoint Private Client
Florida
$5.02M +$85.7K +181 +2%
VH
1111
Visionary Horizons
Tennessee
$4.98M +$355K +751 +8%
Mitsubishi UFJ Trust & Banking
1112
Mitsubishi UFJ Trust & Banking
Japan
$4.97M -$3.33M -7,032 -41%
9WM
1113
9258 Wealth Management
Ohio
$4.97M +$155K +328 +3%
WLIM
1114
White Lighthouse Investment Management
Massachusetts
$4.95M -$17.5K -37 -0.4%
AMCA
1115
Arthur M. Cohen & Associates
Illinois
$4.95M +$39.3K +83 +0.8%
RWA
1116
Redhawk Wealth Advisors
Minnesota
$4.95M +$70.5K +149 +1%
EWM
1117
Evercore Wealth Management
New York
$4.95M -$34.5K -73 -0.7%
RAS
1118
RPS Advisory Solutions
Kentucky
$4.94M +$1.22M +2,572 +34%
OPWM
1119
Oakwell Private Wealth Management
Texas
$4.91M +$37.4K +79 +0.8%
HWP
1120
Heritage Wealth Partners
Ohio
$4.91M -$1.6M -3,372 -25%
GWMR
1121
GC Wealth Management RIA
Massachusetts
$4.9M -$663K -1,400 -12%
PFA
1122
Pinnacle Family Advisors
Missouri
$4.89M -$4.45M -9,401 -48%
KP
1123
Keel Point
Alabama
$4.89M -$5.77M -12,191 -55%
WFS
1124
Weitzel Financial Services
Iowa
$4.88M +$438K +926 +10%
RIA
1125
Realta Investment Advisors
Delaware
$4.88M -$4.92M -10,401 -51%