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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
9WM
1126
9258 Wealth Management
Ohio
$4.72M -$190K -423 -4%
SFS
1127
Sharp Financial Services
Pennsylvania
$4.68M +$298K +663 +7%
FLI
1128
Family Legacy Inc
South Carolina
$4.66M +$64.8K +144 +2%
DC
1129
DeDora Capital
California
$4.64M -$81K -180 -2%
CPIA
1130
Cornell Pochily Investment Advisors
New York
$4.64M +$97.1K +216 +2%
DWAM
1131
Duncan Williams Asset Management
Tennessee
$4.64M +$29.7K +66 +0.7%
CPA
1132
Clear Point Advisors
New York
$4.63M +$900 +2 +0%
GI
1133
GAMCO Investors
Connecticut
$4.62M
NWMG
1134
National Wealth Management Group
Ohio
$4.61M -$81.4K -181 -2%
CWM
1135
Congress Wealth Management
Massachusetts
$4.61M +$180K +400 +4%
CSA
1136
Cottage Street Advisors
Massachusetts
$4.59M +$783K +1,742 +22%
BCA
1137
Bay Colony Advisors
Massachusetts
$4.58M +$589K +1,310 +16%
JWM
1138
Jackson Wealth Management
Florida
$4.58M -$2.61M -5,794 -38%
PL
1139
Plancorp LLC
Missouri
$4.54M +$419K +931 +11%
VH
1140
Visionary Horizons
Tennessee
$4.53M +$309K +687 +8%
CB
1141
Chris Bulman
California
$4.53M +$4.25M +9,452 New
GWM
1142
GSB Wealth Management
Connecticut
$4.5M +$388K +862 +10%
TFA
1143
Tranquilli Financial Advisor
New Jersey
$4.5M -$729K -1,622 -15%
JPLA
1144
Joseph P. Lucia & Associates
New York
$4.5M +$174K +387 +4%
ETIA
1145
Epic Trust Investment Advisors
Washington
$4.5M -$721K -1,603 -15%
BWM
1146
BKM Wealth Management
Wisconsin
$4.5M +$20.7K +46 +0.5%
SAM
1147
Sawgrass Asset Management
Florida
$4.49M +$74.2K +165 +2%
BFO
1148
Boston Family Office
Massachusetts
$4.48M -$10.3K -23 -0.2%
JSSH
1149
J. Safra Sarasin Holding
$4.47M +$4.2M +9,330 New
SW
1150
SkyOak Wealth
Michigan
$4.45M +$59.8K +133 +1%