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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1651
Fairhaven Wealth Management
Illinois
$308K
CWP
1652
Concord Wealth Partners
Virginia
$306K -$82.8K -259 -21%
FCT
1653
Family Capital Trust
Massachusetts
$305K -$2.24K -7 -0.7%
PA
1654
Paracle Advisors
Washington
$304K
FIM
1655
FWL Investment Management
Texas
$304K +$25.6K +80 +9%
GG
1656
GenWealth Group
New Jersey
$303K -$15.9M -49,657 -98%
RWA
1657
RGT Wealth Advisors
Texas
$302K
FA
1658
FDx Advisors
Illinois
$300K +$1.92K +6 +0.6%
EE
1659
EWG Elevate
California
$298K -$1.36M -4,252 -82%
BWP
1660
Baldwin Wealth Partners
Massachusetts
$298K -$43.2K -135 -13%
MWM
1661
Midwest Wealth Management
Indiana
$298K
BO
1662
BRR OpCo
Ohio
$297K +$7.99K +25 +3%
EPWM
1663
Essex Private Wealth Management
Massachusetts
$296K
DJSG
1664
D.J. St. Germain
Massachusetts
$295K -$11.8K -37 -4%
CYG
1665
Clean Yield Group
Vermont
$294K
AP
1666
Advisors Preferred
Maryland
$292K -$10.8M -33,860 -97%
SDWMA
1667
Schneider Downs Wealth Management Advisors
Pennsylvania
$292K
FFA
1668
Fragasso Financial Advisors
Pennsylvania
$292K +$1.6K +5 +0.5%
CPW
1669
Catalyst Private Wealth
California
$292K +$293K +915 New
EIA
1670
Eastover Investment Advisors
North Carolina
$292K +$293K +915 New
FFC
1671
Fure Financial Corporation
Minnesota
$290K -$6.9M -21,580 -96%
CAM
1672
Congress Asset Management
Massachusetts
$290K +$291K +910 New
UFA
1673
US Financial Advisors
Massachusetts
$289K -$548K -1,715 -65%
SA
1674
Sicart Associates
New York
$289K
JIR
1675
James Investment Research
Ohio
$287K -$253K -790 -47%