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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
NAM
1251
NorthCrest Asset Manangement
Minnesota
$7.53M +$855K +1,242 +14%
GAA
1252
Global Assets Advisory
Florida
$7.5M +$45.4K +66 +0.6%
PA
1253
Procyon Advisors
Connecticut
$7.49M -$11.7M -17,044 -63%
ASG
1254
Advisory Solutions Group
Minnesota
$7.45M +$6.96M +10,123 New
HIA
1255
Harbor Investment Advisory
Maryland
$7.45M +$1.61M +2,337 +30%
MA
1256
Modus Advisors
Minnesota
$7.42M -$694K -1,008 -9%
MCWS
1257
McKinley Carter Wealth Services
West Virginia
$7.39M -$97.7K -142 -1%
Calamos Advisors
1258
Calamos Advisors
Illinois
$7.39M -$6.76M -9,825 -49%
OPWM
1259
Oakwell Private Wealth Management
Texas
$7.36M +$6.88K +10 +0.1%
CPIA
1260
Cornell Pochily Investment Advisors
New York
$7.35M +$89.4K +130 +1%
JWA
1261
JFS Wealth Advisors
Pennsylvania
$7.33M +$56.4K +82 +0.8%
VFG
1262
Victory Financial Group
Texas
$7.33M -$119K -173 -2%
FFA
1263
Founders Financial Alliance
North Carolina
$7.32M +$360K +523 +6%
RS
1264
Retirement Solution
Washington
$7.32M +$976K +1,418 +17%
LWA
1265
Ledgewood Wealth Advisors
New Hampshire
$7.3M -$287K -417 -4%
IWN
1266
Independent Wealth Network
Iowa
$7.29M +$661K +960 +11%
PWA
1267
Provenance Wealth Advisors
Florida
$7.29M +$240K +349 +4%
HP
1268
Holistic Planning
Texas
$7.25M -$222K -323 -3%
WLIM
1269
White Lighthouse Investment Management
Massachusetts
$7.24M +$66K +96 +1%
BAH
1270
Beacon Advisors Holdings
Texas
$7.22M -$184K -267 -3%
EWM
1271
Evercore Wealth Management
New York
$7.2M +$122K +177 +2%
SFG
1272
Seamount Financial Group
Colorado
$7.2M +$1.34M +1,949 +25%
PP
1273
Prudential plc
United Kingdom
$7.19M -$347K -505 -5%
GWS
1274
Greykasell Wealth Strategies
California
$7.19M +$287K +417 +4%
FFG
1275
Forum Finance Group
$7.19M -$199K -289 -2%