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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1726
Donaldson Capital Management
Indiana
$604K +$42.5K +144 +8%
LWM
1727
Liberty Wealth Management
California
$602K +$559K +1,895 New
ME
1728
McIlrath & Eck
Washington
$602K -$100K -339 -15%
GFWA
1729
Grey Fox Wealth Advisors
Delaware
$600K -$32.5K -110 -6%
FWP
1730
Falcon Wealth Planning
California
$599K +$4.72K +16 +0.9%
FCA
1731
FLC Capital Advisors
California
$599K – – –
HWMG
1732
Hurlow Wealth Management Group
Indiana
$597K – – –
BIP
1733
Blue Investment Partners
California
$595K – – –
RF
1734
RHS Financial
California
$591K – – –
NIC
1735
Northwest Investment Counselors
Oregon
$591K -$18.6K -63 -3%
DAM
1736
Deltec Asset Management
New York
$587K – – –
MIC
1737
Means Investment Company
Maine
$586K +$252K +854 +88%
MWM
1738
MinichMacGregor Wealth Management
New York
$586K +$266K +903 +98%
RA
1739
Ruggaard & Associates
Ohio
$585K +$538K +1,824 New
EL
1740
EMFO LLC
Florida
$585K – – –
GP
1741
Girard Partners
Pennsylvania
$584K -$4.72K -16 -0.9%
TIM
1742
Total Investment Management
Arizona
$582K -$24.7M -83,714 -98%
EIA
1743
Eastover Investment Advisors
North Carolina
$582K – – –
SWP
1744
Strategic Wealth Partners
Ohio
$581K -$98.5K -334 -16%
MF
1745
Manchester Financial
California
$580K -$38.4K -130 -7%
DIP
1746
Davis Investment Partners
North Carolina
$579K +$33.6K +114 +7%
P8IP
1747
Pier 88 Investment Partners
California
$578K -$1.83M -6,200 -78%
SA
1748
Sunesis Advisors
Kansas
$577K +$531K +1,799 New
SG
1749
Stonnington Group
California
$577K -$3.25K -11 -0.6%
IC
1750
Inscription Capital
Texas
$577K +$3.54K +12 +0.7%
68 69
70
71 72