We are live on ! Find out more
QQQ icon

Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
PBMares Wealth Management
1226
PBMares Wealth Management
Virginia
$341K +$104K +492 +38%
Donaldson Capital Management
1227
Donaldson Capital Management
Indiana
$338K +$376K +1,774 New
True North Advisors
1228
True North Advisors
Texas
$336K +$847 +4 +0.2%
Cambridge Trust
1229
Cambridge Trust
Massachusetts
$335K -$101K -477 -21%
Plancorp LLC
1230
Plancorp LLC
Missouri
$335K +$6.14K +29 +2%
CSPIA
1231
Cary Street Partners Investment Advisory
Virginia
$335K +$373K +1,760 New
AFWM
1232
AMJ Financial Wealth Management
Virginia
$334K -$1.08M -5,124 -74%
Claro Advisors
1233
Claro Advisors
Massachusetts
$334K +$371K +1,753 New
IIA
1234
ICW Investment Advisors
Arizona
$333K -$18.8K -89 -5%
R.M. Davis Inc
1235
R.M. Davis Inc
Maine
$332K +$9.31K +44 +3%
Patten Group
1236
Patten Group
Tennessee
$330K +$45.5K +215 +14%
Kovitz Investment Group Partners
1237
Kovitz Investment Group Partners
Illinois
$329K -$218K -1,028 -37%
JMG Financial Group
1238
JMG Financial Group
Illinois
$328K -$181K -855 -33%
First National Bank of Omaha
1239
First National Bank of Omaha
Nebraska
$328K -$21.2K -100 -5%
BHWM
1240
Bay Harbor Wealth Management
Maryland
$328K -$13.5K -64 -4%
HWM
1241
Howard Wealth Management
Connecticut
$327K -$15.9K -75 -4%
FAM
1242
Flaharty Asset Management
Florida
$326K +$5.72K +27 +2%
SAM
1243
S.A. Mason
Michigan
$326K +$362K +1,710 New
Brio Consultants
1244
Brio Consultants
California
$325K -$8.26K -39 -2%
GWCM
1245
Godshalk Welsh Capital Management
Pennsylvania
$324K – – –
RBCM
1246
Raub Brock Capital Management
California
$324K – – –
Trustmark National Bank Trust Department
1247
Trustmark National Bank Trust Department
Mississippi
$324K – – –
PAA
1248
Peregrine Asset Advisers
Oregon
$323K +$62.9K +297 +21%
Krilogy Financial
1249
Krilogy Financial
Missouri
$322K +$358K +1,692 New
WAS
1250
WESPAC Advisors SoCal
California
$321K -$56.5K -267 -15%