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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1501
Weil Company
California
$3.92M – – –
AG
1502
AmeriFlex Group
Nevada
$3.91M +$522K +912 +16%
EE
1503
EWG Elevate
California
$3.91M +$116K +202 +3%
KFA
1504
Kelleher Financial Advisors
New York
$3.9M -$4.58K -8 -0.1%
FWA
1505
FSC Wealth Advisors
New York
$3.9M -$5.15K -9 -0.1%
SA
1506
SoundView Advisors
Washington
$3.89M +$408K +712 +12%
SFWC
1507
Strategic Family Wealth Counselors
New Jersey
$3.89M -$32.1K -56 -0.9%
HCMG
1508
Howard Capital Management Group
California
$3.89M +$45.8K +80 +1%
AWM
1509
Abound Wealth Management
Tennessee
$3.87M +$1.67M +2,910 +82%
UCMOK
1510
United Capital Management of KS
Kansas
$3.87M -$180K -314 -5%
SIMG
1511
Sonora Investment Management Group
Arizona
$3.87M +$49.2K +86 +1%
FWP
1512
Fiduciary Wealth Partners
Massachusetts
$3.87M +$3.58M +6,246 +3,123%
NEWAS
1513
N.E.W. Advisory Services
Wisconsin
$3.86M +$143K +250 +4%
EPIM
1514
Evelyn Partners Investment Management
$3.86M +$252K +440 +7%
HFS
1515
Hantz Financial Services
Michigan
$3.86M +$262K +457 +8%
SIC
1516
Salem Investment Counselors
North Carolina
$3.85M -$26.9K -47 -0.7%
MMPW
1517
Mitchell McLeod Pugh & Williams
Alabama
$3.84M +$80.7K +141 +2%
GC
1518
Grimes & Company
Massachusetts
$3.84M -$321K -560 -8%
VCA
1519
Verdence Capital Advisors
Maryland
$3.83M +$134K +234 +4%
CWP
1520
Capital Wealth Planning
Florida
$3.78M +$1.31M +2,294 +57%
LIA
1521
LBMC Investment Advisors
Tennessee
$3.78M – – –
FCBT
1522
First Citizens Bank & Trust
North Carolina
$3.78M +$358K +626 +11%
OFS
1523
OneAscent Financial Services
Alabama
$3.77M +$1.9M +3,317 +112%
DE
1524
Diversified Enterprises
Delaware
$3.76M +$38.9K +68 +1%
APA
1525
Astoria Portfolio Advisors
New York
$3.76M +$60.1K +105 +2%
59 60
61
62 63