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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1801
Peninsula Asset Management
Florida
$352K – – –
WA
1802
Wealth Alliance
New York
$351K +$25.1K +83 +7%
AIFAIM
1803
American Institute for Advanced Investment Management
Arizona
$350K -$37.7K -125 -9%
MIC
1804
Meridian Investment Counsel
California
$350K +$1.51K +5 +0.4%
RIM
1805
Rockbridge Investment Management
New York
$349K +$317K +1,051 +411%
LWP
1806
Legacy Wealth Planning
Nevada
$348K -$118K -391 -23%
WI
1807
WBI Investments
New Jersey
$348K -$31.1K -103 -7%
SHFA
1808
SC&H Financial Advisors
Maryland
$348K – – –
NCM
1809
Northwest Capital Management
Oregon
$347K +$106K +352 +37%
BBP
1810
Banco BTG Pactual
Brazil
$347K +$392K +1,300 New
CWS
1811
Confluence Wealth Services
Pennsylvania
$346K – – –
PP
1812
Patron Partners
Texas
$345K -$15.1K -50 -4%
UMC
1813
United Maritime Capital
New York
$345K +$4.83K +16 +1%
BWM
1814
Bulltick Wealth Management
Florida
$345K -$249K -825 -39%
SWA
1815
Sutton Wealth Advisors
Florida
$345K -$20.5K -68 -5%
AA
1816
Addison Advisors
Vermont
$342K – – –
RCG
1817
Regatta Capital Group
California
$342K – – –
RBFC
1818
Roman Butler Fullerton & Co
Missouri
$340K -$91.7K -304 -19%
SSW
1819
Stone Summit Wealth
Florida
$340K – – –
JWM
1820
JGP Wealth Management
Oregon
$339K +$380K +1,258 New
WCM
1821
Whitener Capital Management
North Carolina
$338K -$9.36K -31 -2%
BIM
1822
Baldwin Investment Management
Pennsylvania
$338K – – –
SMA
1823
Sage Mountain Advisors
Georgia
$336K – – –
PFM
1824
Phillips Financial Management
Indiana
$336K +$379K +1,256 New
PPWM
1825
Paragon Private Wealth Management
Kentucky
$335K -$1.92M -6,376 -84%
71 72
73
74 75