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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
1601
Geometric Wealth Advisors
District of Columbia
$748K -$84.5K -238 -10%
1WA
1602
180 Wealth Advisors
Washington
$747K +$44.7K +126 +6%
MA
1603
Montag & Associates
Georgia
$746K +$629K +1,771 +615%
CM
1604
Columbus Macro
Pennsylvania
$745K -$2.88M -8,110 -80%
AMM
1605
American Money Management
California
$745K – – –
NG
1606
Northstar Group
New York
$745K – – –
1CP
1607
17 Capital Partners
Arizona
$741K -$13.1K -37 -2%
WAM
1608
Weatherly Asset Management
California
$739K – – –
IFO
1609
Independent Family Office
New York
$738K -$58.6K -165 -8%
ES
1610
ETF Store
Kansas
$738K +$51.5K +145 +7%
AWM
1611
Angeles Wealth Management
California
$736K +$721K +2,031 New
CWM
1612
Calamos Wealth Management
Illinois
$735K – – –
TIM
1613
Tortoise Investment Management
New York
$734K +$124K +350 +21%
W
1614
WorthPointe
California
$733K +$310K +873 +76%
WIM
1615
Westside Investment Management
California
$731K +$263K +741 +3%
PFBT
1616
Parkside Financial Bank & Trust
Missouri
$731K -$11K -31 -2%
CS
1617
Cannell & Spears
New York
$729K – – –
IC
1618
Inscription Capital
Texas
$728K – – –
EIP
1619
Easterly Investment Partners
Massachusetts
$725K +$710K +2,000 New
WPP
1620
Whalerock Point Partners
Rhode Island
$721K -$45.5K -128 -6%
WA
1621
Wealthstream Advisors
New York
$720K -$7.1K -20 -1%
AWA
1622
Alta Wealth Advisors
Massachusetts
$720K +$168K +474 +31%
IWA
1623
Inspirion Wealth Advisors
Illinois
$718K +$351K +988 +99%
RF
1624
Resolute Financial
Massachusetts
$716K -$31.6K -89 -4%
AB
1625
Atlas Brown
Kentucky
$716K +$44K +124 +7%
63 64
65
66 67