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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
OC
1501
Oakworth Capital
Alabama
$464K
RRC
1502
Relaxing Retirement Coach
Massachusetts
$464K
FVWA
1503
Foster Victor Wealth Advisors
South Carolina
$464K +$47.6K +149 +12%
JLBC
1504
J.L. Bainbridge & Co
Florida
$463K -$36.1K -113 -7%
TFS
1505
TrustCore Financial Services
Tennessee
$462K +$98.5K +308 +27%
IC
1506
Inverness Counsel
New York
$459K
PWLP
1507
Prio Wealth Limited Partnership
Massachusetts
$459K
SAM
1508
Sawgrass Asset Management
Florida
$456K
CST
1509
Charles Schwab Trust
Nevada
$455K +$47.3K +148 +12%
AIA
1510
Avalon Investment & Advisory
Texas
$454K -$59.8K -187 -12%
CCA
1511
Cobblestone Capital Advisors
New York
$453K
WCM
1512
Wunderlich Capital Managemnt
Tennessee
$453K +$11.2K +35 +3%
WCFA
1513
Walkner Condon Financial Advisors
Wisconsin
$453K +$67.5K +211 +17%
RCM
1514
RB Capital Management
Nevada
$453K +$179K +560 +65%
Betterment LLC
1515
Betterment LLC
New York
$453K +$195K +611 +76%
BFWA
1516
Benchmark Financial Wealth Advisors
Florida
$451K -$794K -2,483 -64%
JSC
1517
Jackson Square Capital
California
$450K +$31.7K +99 +8%
SWMG
1518
Strategic Wealth Management Group
Maryland
$448K
MPCG
1519
Matrix Private Capital Group
New York
$448K +$7.99K +25 +2%
NA
1520
Nottingham Advisors
New York
$447K -$95.6K -299 -18%
SC
1521
Skylands Capital
Wisconsin
$447K
TAM
1522
Tealwood Asset Management
Minnesota
$447K
AGA
1523
Arkos Global Advisors
Texas
$446K +$50.5K +158 +13%
SF
1524
Symphony Financial
Texas
$445K -$30.1K -94 -7%
IB
1525
Intrust Bank
Kansas
$443K