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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
LC
1551
Lindbrook Capital
California
$153K
OSNBOA
1552
Old Second National Bank of Aurora
Illinois
$149K
RFWA
1553
RPg Family Wealth Advisory
Massachusetts
$147K +$19.5K +87 +17%
CIM
1554
Contravisory Investment Management
Massachusetts
$146K +$47.3K +211 +54%
LPIC
1555
LeJeune Puetz Investment Counsel
Michigan
$145K +$224 +1 +0.2%
AGA
1556
Accuvest Global Advisors
Utah
$144K -$2.01M -8,974 -94%
MPWT
1557
MassMutual Private Wealth & Trust
Connecticut
$141K +$83.4K +372 +190%
PH
1558
Pinnacle Holdings
Oklahoma
$138K +$24.9K +111 +25%
CCMW
1559
Cypress Capital Management (Wyoming)
Wyoming
$136K
FA
1560
Financial Advantage
Maryland
$136K +$86.3K +385 +233%
WT
1561
Washington Trust
Rhode Island
$131K +$37.9K +169 +45%
KFS
1562
Kelly Financial Services
Massachusetts
$131K -$26.2K -117 -18%
BAM
1563
Barrett Asset Management
New York
$130K
BFM
1564
Boston Financial Management
Massachusetts
$129K
MSFP
1565
Mark Sheptoff Financial Planning
Connecticut
$129K
RCA
1566
Ranch Capital Advisors
Florida
$127K -$26K -116 -20%
AAIM
1567
Asset Advisors Investment Management
Georgia
$126K +$114K +509 New
LWS
1568
Lucia Wealth Services
California
$118K +$12.3K +55 +13%
JWA
1569
JFS Wealth Advisors
Pennsylvania
$116K
BFIM
1570
Beese Fulmer Investment Management
Ohio
$116K +$105K +470 New
AWMS
1571
Advocacy Wealth Management Services
Georgia
$114K
PMFA
1572
Plante Moran Financial Advisors
Michigan
$109K
EI
1573
Ellevest Inc
New York
$105K -$58.7K -262 -38%
FMII
1574
Farmers & Merchants Investments Inc
Nebraska
$104K +$8.29K +37 +10%
BCP
1575
Blue Chip Partners
Michigan
$100K +$90.3K +403 New