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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1476
BigSur Wealth Management
Florida
$622K -$147K -400 -19%
SFWA
1477
Summit Financial Wealth Advisors
Louisiana
$622K -$126K -342 -16%
RCM
1478
RB Capital Management
Nevada
$621K -$205K -557 -24%
TNBTD
1479
Trustmark National Bank Trust Department
Mississippi
$617K
VCA
1480
Verdence Capital Advisors
Maryland
$617K +$93.5K +254 +17%
EIA
1481
Eastover Investment Advisors
North Carolina
$614K
SFP
1482
Sandbox Financial Partners
Maryland
$613K -$95.8K -260 -13%
BMCM
1483
Bryn Mawr Capital Management
Pennsylvania
$612K
WPC
1484
White Pine Capital
Minnesota
$612K +$10.3K +28 +2%
BWP
1485
BSW Wealth Partners
Colorado
$611K +$368 +1 +0.1%
MJRIC
1486
Mogy Joel R Investment Counsel
California
$610K
GWCM
1487
Godshalk Welsh Capital Management
Pennsylvania
$609K
ANBT
1488
American National Bank & Trust
Texas
$609K +$5.52K +15 +0.9%
DT
1489
Daniels + Tansey
Delaware
$608K
F
1490
F3Logic
Minnesota
$607K +$11K +30 +2%
GAG
1491
GM Advisory Group
New York
$606K +$13.3K +36 +2%
FFWA
1492
FRG Family Wealth Advisors
Washington
$605K +$42.4K +115 +7%
LFASL
1493
Lugano Financial Advisors SA (LFA)
Switzerland
$603K
BDF
1494
Black Diamond Financial
Maryland
$603K +$12.9K +35 +2%
TIM
1495
Tortoise Investment Management
New York
$599K
MF
1496
Montis Financial
Massachusetts
$595K
RWP
1497
Ridgecrest Wealth Partners
California
$594K -$16.9K -46 -3%
FCIM
1498
Fairview Capital Investment Management
California
$594K
CTB
1499
Country Trust Bank
Illinois
$592K
TI
1500
Truehand Inc
New Hampshire
$591K