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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
WP
1651
WealthShield Partners
North Carolina
$698K +$294K +997 +85%
AI
1652
Atom Investors
Texas
$696K -$3.79M -12,856 -86%
RBC
1653
Roble Belko & Company
Pennsylvania
$695K +$295 +1 +0%
BTI
1654
Blue Trust Inc
Georgia
$694K -$28.3K -96 -4%
RA
1655
Rise Advisors
New York
$691K +$11.5K +39 +2%
HNW
1656
High Note Wealth
Minnesota
$689K
EWA
1657
EverSource Wealth Advisors
Alabama
$688K +$186K +629 +41%
MPW
1658
MGO Private Wealth
California
$688K -$3.72M -12,625 -85%
PWM
1659
PBMares Wealth Management
Virginia
$688K +$146K +494 +30%
CAM
1660
Chesapeake Asset Management
New York
$687K +$631K +2,139 New
WC
1661
Whitney & Co
New York
$686K +$41.3K +140 +7%
SRC
1662
Shufro Rose & Co
New York
$685K -$118K -399 -16%
KFA
1663
Kapstone Financial Advisors
Ohio
$683K +$207K +700 +49%
FCP
1664
Fidelis Capital Partners
Florida
$683K -$100K -340 -14%
AWA
1665
Archvest Wealth Advisors
California
$683K -$6.49K -22 -1%
KFI
1666
Key Financial Inc
Pennsylvania
$680K -$2.95K -10 -0.5%
LMKC
1667
L.M. Kohn & Company
Ohio
$680K +$181K +615 +41%
CCM
1668
Carlson Capital Management
Minnesota
$679K +$10K +34 +2%
NG
1669
Northstar Group
New York
$679K -$10.3K -35 -2%
FFA
1670
Fragasso Financial Advisors
Pennsylvania
$679K +$3.25K +11 +0.5%
CWP
1671
Concord Wealth Partners
Virginia
$678K +$134K +454 +27%
FCB
1672
First Command Bank
Texas
$675K -$258K -875 -29%
FCFS
1673
First Command Financial Services
Texas
$675K -$258K -875 -29%
LSA
1674
L & S Advisors
California
$674K +$145K +492 +31%
BW
1675
BIP Wealth
Georgia
$672K +$618K +2,094 New