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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1551
Kaizen Financial Strategies
California
$2.05M -$21.1K -47 -1%
GPW
1552
Gentry Private Wealth
Kansas
$2.05M +$1.92M +4,276 New
FPCP
1553
Fort Point Capital Partners
California
$2.04M -$58.5K -130 -3%
CPCM
1554
Cardinal Point Capital Management
Ontario, Canada
$2.04M +$36K +80 +2%
CFO
1555
CVA Family Office
Colorado
$2.04M -$224K -499 -10%
WAM
1556
Worth Asset Management
Texas
$2.04M -$9.75M -21,687 -84%
GIM
1557
Goelzer Investment Management
Indiana
$2.03M – – –
CAM
1558
Cypress Asset Management
Texas
$2.03M +$11.2K +25 +0.7%
SF
1559
Symphony Financial
Texas
$2.02M +$38.7K +86 +2%
MC
1560
Mathes Company
New York
$2.02M – – –
AF
1561
Aldebaran Financial
$2.02M +$319K +710 +20%
MFG
1562
MidWestOne Financial Group
Iowa
$2.01M -$1.38M -3,069 -42%
PBT
1563
Pictet Bank & Trust
Bahamas
$2.01M – – –
VBFP
1564
Valtinson Bruner Financial Planning
Minnesota
$2M +$11.7K +26 +0.6%
TWP
1565
Tower Wealth Partners
Pennsylvania
$2M +$152K +337 +9%
FFM
1566
Forum Financial Management
Illinois
$1.99M +$232K +515 +14%
UAS
1567
United Asset Strategies
New York
$1.99M +$101K +225 +6%
BCWM
1568
Bartlett & Co Wealth Management
Ohio
$1.99M +$34.2K +76 +2%
AMM
1569
American Money Management
California
$1.98M +$450 +1 +0%
PA
1570
Perennial Advisors
New York
$1.98M -$8.1K -18 -0.4%
GIM
1571
Gold Investment Management
Alberta, Canada
$1.97M -$450 -1 -0%
SAM
1572
Secure Asset Management
Michigan
$1.97M +$571K +1,270 +45%
JLBC
1573
J.L. Bainbridge & Co
Florida
$1.97M – – –
AA
1574
Aire Advisors
California
$1.96M +$107K +239 +6%
RS
1575
Rakuten Securities
Japan
$1.96M +$142K +316 +8%
61 62
63
64 65