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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
IWN
1501
Independent Wealth Network
Iowa
$2.05M -$49.3K -115 -2%
EFA
1502
Edge Financial Advisors
Illinois
$2.04M +$1.97M +4,597 New
MWAM
1503
Manhattan West Asset Management
California
$2.04M +$253K +591 +15%
WAM
1504
WFA Asset Management
Wisconsin
$2.03M +$812K +1,894 +71%
HIA
1505
Harbor Investment Advisory
Maryland
$2.03M -$12.9K -30 -0.7%
HFBOT
1506
Home Federal Bank of Tennessee
Tennessee
$2.03M +$190K +443 +11%
Fayez Sarofim & Co
1507
Fayez Sarofim & Co
Texas
$2.02M
CSIA
1508
Charles Schwab Investment Advisory
California
$2.02M -$52.7K -123 -3%
CGL
1509
Clarius Group LLC
Washington
$2.02M
GT
1510
Glenview Trust
Kentucky
$2.02M +$213K +496 +12%
KFS
1511
Kaizen Financial Strategies
California
$2.01M +$24K +56 +1%
RW
1512
REDW Wealth
New Mexico
$2.01M -$106K -247 -5%
BOM
1513
Bank of Marin
California
$2M -$57.9K -135 -3%
ODIJL
1514
One Day In July LLC
Vermont
$2M -$7.72K -18 -0.4%
OCM
1515
Oribel Capital Management
New York
$2M +$1.01M +2,350 +109%
AWC
1516
Adamsbrown Wealth Consultants
Kansas
$2M +$11.6K +27 +0.6%
MCA
1517
MSH Capital Advisors
Arizona
$1.99M -$137K -320 -7%
VFG
1518
Valley Financial Group
Pennsylvania
$1.99M -$299K -698 -13%
CWM
1519
Calamos Wealth Management
Illinois
$1.98M -$44.2K -103 -2%
SL
1520
Sentinus LLC
Illinois
$1.97M +$1.9M +4,434 New
BDF
1521
Black Diamond Financial
Maryland
$1.97M
PWA
1522
Physician Wealth Advisors
Utah
$1.97M +$64.7K +151 +3%
TA
1523
TFB Advisors
Kansas
$1.96M +$382K +890 +24%
PFA
1524
Pathway Financial Advisors
Vermont
$1.96M +$81.5K +190 +5%
FPCP
1525
Fort Point Capital Partners
California
$1.95M -$74.6K -174 -4%