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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
1701
Clifford Swan Investment Counsel
California
$640K -$27.1K -92 -4%
WAM
1702
Weatherly Asset Management
California
$639K – – –
CWG
1703
Cornerstone Wealth Group
North Carolina
$635K -$20.4M -69,259 -97%
CTB
1704
Country Trust Bank
Illinois
$632K -$36.9K -125 -6%
FTWA
1705
Fifth Third Wealth Advisors
Ohio
$627K +$576K +1,953 New
OCPWS
1706
One Charles Private Wealth Services
Massachusetts
$626K – – –
EA
1707
Eudaimonia Advisors
Tennessee
$626K -$41.9K -142 -7%
WWM
1708
Wolff Wiese Magana
California
$625K +$12.7K +43 +2%
PFG
1709
PAX Financial Group
Texas
$624K +$574K +1,945 New
OFS
1710
OneAscent Financial Services
Alabama
$623K -$3.95M -13,393 -87%
GWA
1711
Geometric Wealth Advisors
District of Columbia
$622K – – –
TI
1712
Truepoint Inc
Ohio
$621K -$51.9K -176 -8%
MWPCG
1713
Measured Wealth Private Client Group
New Hampshire
$620K – – –
SN
1714
Sittner & Nelson
Oregon
$619K – – –
BC
1715
Bricktown Capital
Michigan
$619K -$11.7M -39,496 -95%
PCM
1716
Pennsylvania Capital Management
Pennsylvania
$619K -$288K -976 -34%
IAS
1717
IMA Advisory Services
Colorado
$616K -$32.5K -110 -5%
HT
1718
Heritage Trust
Oklahoma
$616K +$25.4K +86 +5%
IIC
1719
Ironwood Investment Counsel
Arizona
$614K -$45.1K -153 -7%
CC
1720
Cadinha & Co
Hawaii
$613K – – –
FWM
1721
FMB Wealth Management
California
$613K – – –
PCMU
1722
Paragon Capital Management (Utah)
Utah
$612K +$27.1K +92 +5%
FAM
1723
Formidable Asset Management
Ohio
$612K -$291K -985 -34%
BCG
1724
Breakwater Capital Group
New Jersey
$610K -$36.6K -124 -6%
WAM
1725
Worth Asset Management
Texas
$610K +$347K +1,176 +162%
67 68
69
70 71