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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1201
Donaldson Capital Management
Indiana
$654K +$27.9K +103 +5%
BAM
1202
Berkshire Asset Management
Pennsylvania
$652K – – –
BP
1203
Ballentine Partners
Massachusetts
$650K – – –
WHG
1204
Westwood Holdings Group
Texas
$648K +$632K +2,331 New
WCWM
1205
Wooster Corthell Wealth Management
Connecticut
$642K -$10K -37 -2%
FCA
1206
FLC Capital Advisors
California
$640K -$205K -756 -25%
WA
1207
Waddell & Associates
Tennessee
$639K +$624K +2,301 New
JWM
1208
Jeppson Wealth Management
California
$636K +$621K +2,290 New
ATPW
1209
Ashton Thomas Private Wealth
Arizona
$635K -$61.6K -227 -9%
SWM
1210
Sculati Wealth Management
Michigan
$630K +$6.78K +25 +1%
NWP
1211
Northstar Wealth Partners
Connecticut
$624K -$1.28M -4,727 -68%
3AM
1212
3D Asset Management
Connecticut
$624K -$174K -643 -22%
KA
1213
Klingman & Associates
New York
$623K -$542 -2 -0.1%
SRC
1214
Shufro Rose & Co
New York
$621K +$166K +613 +38%
GCP
1215
Gill Capital Partners
Colorado
$609K -$20.9K -77 -3%
EWM
1216
EPG Wealth Management
Georgia
$606K -$114K -420 -16%
EL
1217
Envoi LLC
Minnesota
$606K – – –
BG
1218
Berry Group
Massachusetts
$603K – – –
RI
1219
Ridgewood Investments
New Jersey
$601K +$256K +944 +78%
CCMG
1220
Clark Capital Management Group
Pennsylvania
$599K -$542 -2 -0.1%
RMCM
1221
Reynders McVeigh Capital Management
Massachusetts
$599K +$33.4K +123 +6%
IBOK
1222
Independence Bank of Kentucky
Kentucky
$599K +$313K +1,155 +116%
GI
1223
Glovista Investments
New Jersey
$598K +$583K +2,150 New
CCM
1224
Carlson Capital Management
Minnesota
$597K -$195K -718 -25%
TWA
1225
TCI Wealth Advisors
Arizona
$593K +$84.1K +310 +17%
47 48
49
50 51