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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
1276
Red Door Wealth Management
Tennessee
$264K +$240K +1,199 New
BAM
1277
Baldrige Asset Management
Pennsylvania
$263K -$4.8K -24 -2%
CRIG
1278
Charter Research & Investment Group
Connecticut
$263K
FRA
1279
Front Row Advisors
California
$263K +$4.61K +23 +2%
KA
1280
Klingman & Associates
New York
$262K
PS
1281
Portfolio Strategies
New York
$262K
SFG
1282
Sunburst Financial Group
Alabama
$262K +$246K +1,230 New
AFC
1283
AFT Forsyth & Company
Florida
$261K +$246K +1,228 New
PWAC
1284
Private Wealth Advisors (California)
California
$260K +$1K +5 +0.4%
CG
1285
CFO4Life Group
Texas
$259K
HPWM
1286
Highland Private Wealth Management
Washington
$256K
LRPA
1287
L. Roy Papp & Associates
Arizona
$256K
LFS
1288
Legacy Financial Strategies
Kansas
$256K +$200 +1 +0.1%
NGA
1289
Naples Global Advisors
Florida
$256K +$241K +1,202 New
REMPR
1290
Roof Eidam Maycock Peralta (REMP)
California
$256K +$241K +1,204 New
HKIM
1291
Hayek Kallen Investment Management
Alabama
$255K
MFW
1292
Meristem Family Wealth
Minnesota
$255K
HI
1293
HBK Investments
Texas
$255K +$240K +1,200 New
DI
1294
Diligent Investors
California
$254K
KJHP
1295
K.J. Harrison & Partners
Ontario, Canada
$254K
EW
1296
Emerson Wealth
Michigan
$254K +$239K +1,195 New
SIM
1297
Stratos Investment Management
Ohio
$253K +$238K +1,191 New
AFM
1298
Abbot Financial Management
Massachusetts
$252K -$5K -25 -2%
PFA
1299
Pure Financial Advisors
California
$251K
SFP
1300
Strategic Financial Partners
Oregon
$251K +$236K +1,180 New