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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1701
MMA Asset Management
Pennsylvania
$340K +$39K +106 +13%
MAM
1702
McLean Asset Management
Virginia
$340K +$85.8K +233 +35%
TW
1703
Transform Wealth
Colorado
$339K -$1.21M -3,285 -78%
FCT
1704
Family Capital Trust
Massachusetts
$338K -$4.05K -11 -1%
RWA
1705
RGT Wealth Advisors
Texas
$338K – – –
FIM
1706
FWL Investment Management
Texas
$337K -$6.26K -17 -2%
MWA
1707
Meridian Wealth Advisors
Texas
$337K +$368 +1 +0.1%
AIA
1708
AIMZ Investment Advisors
California
$336K -$9.57K -26 -3%
EPWM
1709
Essex Private Wealth Management
Massachusetts
$335K -$16.6K -45 -5%
IP
1710
Investment Partners
Ohio
$335K +$344K +935 New
BMD
1711
Better Money Decisions
New Mexico
$334K +$1.1K +3 +0.3%
FCM
1712
Fortis Capital Management
Washington
$333K +$49K +133 +17%
BO
1713
BRR OpCo
Ohio
$331K -$1.47K -4 -0.4%
SGI
1714
Swan Global Investments
Colorado
$331K +$368 +1 +0.1%
CPW
1715
Catalyst Private Wealth
California
$330K +$2.95K +8 +0.9%
CYG
1716
Clean Yield Group
Vermont
$329K – – –
JSC
1717
Jackson Square Capital
California
$328K -$182K -493 -35%
COF
1718
Capital One Financial
Virginia
$328K -$18.4K -50 -5%
AWM
1719
Aries Wealth Management
Maine
$328K – – –
BO
1720
Bank OZK
Arkansas
$327K -$38.7K -105 -10%
CAM
1721
Congress Asset Management
Massachusetts
$326K +$368 +1 +0.1%
KIG
1722
Kowal Investment Group
Wisconsin
$325K -$56K -152 -14%
SC
1723
Solstein Capital
California
$325K +$141K +384 +73%
TCWA
1724
Ten Capital Wealth Advisors
Washington
$325K +$234K +636 +235%
SA
1725
Sicart Associates
New York
$324K – – –
67 68
69
70 71