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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
FC
1701
Fairscale Capital
New Hampshire
$2.2M +$22.3K +44 +1%
BFA
1702
Beaumont Financial Advisors
Massachusetts
$2.19M -$75.9K -150 -3%
VPP
1703
Vertex Planning Partners
Illinois
$2.19M +$73.8K +146 +4%
SFGP
1704
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.19M +$2.17M +4,289 New
WAM
1705
Weatherly Asset Management
California
$2.19M +$1.12M +2,208 +107%
LSIA
1706
LaSalle St. Investment Advisors
Illinois
$2.18M +$213K +421 +11%
FCFC
1707
First Citizens Financial Corp
Iowa
$2.18M +$103K +203 +5%
MFF
1708
Michels Family Financial
Texas
$2.18M +$2.15M +4,256 New
FWA
1709
FSM Wealth Advisors
Ohio
$2.18M +$291K +576 +16%
AWM
1710
Accurate Wealth Management
Florida
$2.18M -$15.1M -29,768 -87%
WIA
1711
Wealthedge Investment Advisors
New York
$2.18M +$2.15M +4,255 New
MWM
1712
MinichMacGregor Wealth Management
New York
$2.17M +$745K +1,472 +53%
SQA
1713
Simon Quick Advisors
New Jersey
$2.17M +$206K +408 +11%
LWM
1714
Lyell Wealth Management
California
$2.17M -$90.5K -179 -4%
CAM
1715
Cypress Asset Management
Texas
$2.16M -$250K -495 -12%
CAM
1716
CenterStar Asset Management
Illinois
$2.15M +$106K +210 +5%
MC
1717
Mathes Company
New York
$2.15M
PBT
1718
Pictet Bank & Trust
Bahamas
$2.15M
MP
1719
McDonald Partners
Ohio
$2.14M +$111K +219 +6%
IAMOG
1720
Investors Asset Management of Georgia
Georgia
$2.14M -$112K -222 -5%
NFA
1721
Northern Financial Advisors
Michigan
$2.14M +$43K +85 +2%
CL
1722
CVFG LLC
Indiana
$2.13M +$2.11M +4,164 New
CCP
1723
Clarity Capital Partners
California
$2.12M +$156K +309 +8%
FFA
1724
First Foundation Advisors
California
$2.11M +$76.9K +152 +4%
GIM
1725
Gold Investment Management
Alberta, Canada
$2.11M