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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
1551
Roberts Capital Advisors
Colorado
$829K +$97.7K +275 +14%
ZIM
1552
Zacks Investment Management
Illinois
$828K -$139K -390 -15%
PNC
1553
Park National Corp
Ohio
$828K +$85.9K +242 +12%
RBC
1554
Roble Belko & Company
Pennsylvania
$826K
WE
1555
Wealth Effects
Massachusetts
$823K
PFA
1556
Pure Financial Advisors
California
$821K +$65K +183 +9%
FCFC
1557
First Citizens Financial Corp
Iowa
$820K
ML
1558
McAdam LLC
Pennsylvania
$818K +$55.8K +157 +7%
MLFP
1559
MPS Loria Financial Planners
Illinois
$813K +$40.5K +114 +5%
LIA
1560
LS Investment Advisors
Michigan
$807K
PAG
1561
Private Advisory Group
Washington
$805K -$5.29M -14,890 -87%
WMA
1562
Wealth Management Associates
New Jersey
$802K +$19.9K +56 +3%
TW
1563
TrinityPoint Wealth
Connecticut
$799K +$710 +2 +0.1%
CFA
1564
Cahill Financial Advisors
Minnesota
$799K +$193K +543 +33%
T2I
1565
Turim 21 Investimentos
Brazil
$795K +$264K +743 +51%
PG
1566
Patten Group
Tennessee
$791K +$4.62K +13 +0.6%
BAM
1567
Berkshire Asset Management
Pennsylvania
$787K -$44.4K -125 -5%
Members Trust
1568
Members Trust
Florida
$787K
GIA
1569
Guyasuta Investment Advisors
Pennsylvania
$787K +$203K +571 +36%
SL
1570
Salomon & Ludwin
Virginia
$786K -$271K -763 -26%
MAA
1571
Matrix Asset Advisors
New York
$784K +$7.46K +21 +1%
DAM
1572
Deltec Asset Management
New York
$783K +$79.9K +225 +12%
HWM
1573
Howard Wealth Management
Connecticut
$781K +$3.55K +10 +0.5%
LAS
1574
LWM Advisory Services
Florida
$780K +$15.3K +43 +2%
MIM
1575
MTM Investment Management
South Carolina
$778K -$213K -601 -22%