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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1551
WESPAC Advisors
California
$4.12M +$2.42M +3,945 +143%
CWP
1552
Cyndeo Wealth Partners
Florida
$4.11M -$47.9K -78 -1%
AWM
1553
Abound Wealth Management
Tennessee
$4.1M +$140K +228 +4%
ORG
1554
Optimist Retirement Group
Washington
$4.1M +$3.68K +6 +0.1%
LA
1555
Lifeworks Advisors
Michigan
$4.1M +$333K +543 +9%
EWA
1556
Exit Wealth Advisors
Georgia
$4.09M +$784K +1,277 +24%
KWM
1557
Kaydan Wealth Management
Michigan
$4.09M +$24.5K +40 +0.6%
KCM
1558
Kanawha Capital Management
Virginia
$4.07M -$38.7K -63 -0.9%
ATC
1559
Argent Trust Co
Tennessee
$4.07M -$611K -996 -13%
BWS
1560
Buck Wealth Strategies
Colorado
$4.06M -$1.69M -2,761 -29%
HR
1561
Hardy Reed
Mississippi
$4.06M -$38K -62 -0.9%
HFA
1562
High Falls Advisors
New York
$4.06M -$1.78M -2,895 -30%
GAG
1563
GM Advisory Group
New York
$4.06M +$2.35M +3,826 +138%
SW
1564
SVB Wealth
Massachusetts
$4.05M -$375K -611 -8%
HFS
1565
Hantz Financial Services
Michigan
$4.01M +$63.2K +103 +2%
SFWC
1566
Strategic Family Wealth Counselors
New Jersey
$4.01M +$71.2K +116 +2%
CCC
1567
Compass Capital Corp
Massachusetts
$4.01M -$1.23K -2 -0%
OCA
1568
OpenArc Corporate Advisory
Georgia
$4M +$4M +6,519 New
IWN
1569
Independent Wealth Network
Iowa
$4M +$398K +648 +11%
PCA
1570
Peddock Capital Advisors
Massachusetts
$3.99M -$180K -294 -4%
GC
1571
Grimes & Company
Massachusetts
$3.97M +$42.3K +69 +1%
RFW
1572
Redwood Family Wealth
Texas
$3.96M +$3.96M +6,453 New
FWP
1573
Fiduciary Wealth Partners
Massachusetts
$3.96M – – –
BHBT
1574
Burke & Herbert Bank & Trust
Virginia
$3.96M -$3.79M -6,179 -49%
EPIM
1575
Evelyn Partners Investment Management
$3.95M – – –
61 62
63
64 65