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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
GEM
1601
Global Endowment Management
North Carolina
$589K – – –
MWM
1602
Maripau Wealth Management
Indiana
$588K -$226K -728 -28%
BOTW
1603
Bank of the West
California
$586K -$416K -1,340 -39%
DCM
1604
Donaldson Capital Management
Indiana
$586K -$338K -1,089 -34%
BA
1605
Bridgewater Advisors
New York
$585K -$111K -358 -15%
IWA
1606
Inspirion Wealth Advisors
Illinois
$585K +$32.6K +105 +5%
LRWA
1607
Long Run Wealth Advisors
New York
$584K – – –
SPIO
1608
Seven Post Investment Office
California
$583K +$645K +2,080 New
IFPG
1609
Intrepid Financial Planning Group
Indiana
$582K +$645K +2,078 New
NG
1610
Northstar Group
New York
$580K +$4.66K +15 +0.7%
TAM
1611
Tucker Asset Management
Colorado
$578K -$16.9M -54,593 -96%
CWM
1612
Calamos Wealth Management
Illinois
$578K +$10.9K +35 +2%
MFP
1613
Meridian Financial Partners
Virginia
$577K +$583K +1,880 New
PCIG
1614
Partners Capital Investment Group
Massachusetts
$577K +$639K +2,058 New
MAS
1615
Madden Advisory Services
Florida
$575K -$300K -968 -32%
1CP
1616
17 Capital Partners
Arizona
$575K +$2.17K +7 +0.3%
SBL
1617
Sargent Bickham Lagudis
Colorado
$573K +$191K +616 +43%
IFO
1618
Independent Family Office
New York
$570K – – –
SDH
1619
Sloy Dahl & Holst
Washington
$570K +$631K +2,032 New
SPL
1620
Smart Portfolios LLC
Washington
$568K -$1.2M -3,864 -69%
TIM
1621
Tortoise Investment Management
New York
$567K – – –
CIC
1622
Cutler Investment Counsel
Oregon
$566K -$27.6K -89 -4%
MWPCG
1623
Measured Wealth Private Client Group
New Hampshire
$565K -$25.8K -83 -4%
JRP
1624
Jasper Ridge Partners
California
$565K +$124K +401 +25%
CS
1625
Cannell & Spears
New York
$564K – – –
63 64
65
66 67