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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1301
Simplicity Wealth
New Jersey
$3.4M -$35.3M -74,634 -91%
YIA
1302
YHB Investment Advisors
Connecticut
$3.4M +$28.9K +61 +0.9%
NI
1303
Noked Israel
Israel
$3.39M – – –
BMC
1304
Beaton Management Company
Massachusetts
$3.38M +$33.1K +70 +1%
SAG
1305
SageView Advisory Group
California
$3.38M -$1.02M -2,158 -24%
VA
1306
Vident Advisory
Georgia
$3.38M -$2.51M -5,310 -43%
TF
1307
Tudor Financial
Ohio
$3.38M +$3.27M +6,917 New
DMC
1308
Drexel Morgan & Co
Pennsylvania
$3.37M – – –
JAG
1309
Journey Advisory Group
Kentucky
$3.36M -$27K -57 -0.8%
FWM
1310
Foguth Wealth Management
Michigan
$3.31M -$3.44M -7,279 -52%
SFP
1311
Sterling Financial Planning
New Jersey
$3.31M -$29.3K -62 -0.9%
CCAM
1312
Codex Capital Asset Management
Texas
$3.31M +$133K +280 +4%
SHGA
1313
Sand Hill Global Advisors
California
$3.31M – – –
HR
1314
Hardy Reed
Mississippi
$3.31M – – –
CAAS
1315
Capital Asset Advisory Services
Michigan
$3.3M +$373K +788 +13%
PAG
1316
Paladin Advisory Group
Iowa
$3.3M +$295K +623 +10%
HAM
1317
Harmony Asset Management
Arizona
$3.3M -$326K -689 -9%
LIA
1318
LBMC Investment Advisors
Tennessee
$3.29M +$244K +515 +8%
ESB
1319
Essex Savings Bank
Connecticut
$3.29M -$174K -367 -5%
LA
1320
Lifeworks Advisors
Michigan
$3.28M +$3.18M +6,713 New
ACM
1321
Advance Capital Management
Michigan
$3.27M +$233K +493 +8%
FFG
1322
Frisch Financial Group
New York
$3.27M +$12.3K +26 +0.4%
KWM
1323
Kaydan Wealth Management
Michigan
$3.27M -$6.15K -13 -0.2%
ORG
1324
Optimist Retirement Group
Washington
$3.25M +$5.68K +12 +0.2%
FPCP
1325
Fort Point Capital Partners
California
$3.25M +$1.13M +2,387 +56%
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