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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
1801
Independent Advisor Alliance
North Carolina
$527K -$255K -864 -34%
RCA
1802
Ranch Capital Advisors
Florida
$525K +$1.48K +5 +0.3%
AIM
1803
Athena Investment Management
California
$525K – – –
WA
1804
Wealthstream Advisors
New York
$523K – – –
EWM
1805
Echo Wealth Management
Minnesota
$522K – – –
GWCM
1806
Godshalk Welsh Capital Management
Pennsylvania
$521K -$14.8K -50 -3%
CPA
1807
Capital Performance Advisors
California
$520K – – –
CWG
1808
Crown Wealth Group
North Carolina
$516K +$475K +1,609 New
RGF
1809
Retirement Guys Formula
Ohio
$516K -$2.48M -8,415 -84%
GCM
1810
Greenland Capital Management
New York
$516K +$474K +1,608 New
BCFS
1811
Butensky & Cohen Financial Security
Florida
$515K -$79.4K -269 -14%
WDG
1812
Wealth Dimensions Group
Ohio
$515K +$148K +500 +45%
MCM
1813
McDonough Capital Management
Florida
$515K +$295 +1 +0.1%
PGWM
1814
Pitti Group Wealth Management
New York
$514K -$126K -426 -21%
MPM
1815
Meritage Portfolio Management
Kansas
$514K – – –
EWG
1816
Executive Wealth Group
Washington
$514K – – –
BSC
1817
Brown Shipley & Co
United Kingdom
$513K +$472K +1,600 New
E
1818
Ergoteles
New York
$513K +$472K +1,600 New
DSC
1819
Duncker Streett & Co
Missouri
$512K -$5.9K -20 -1%
CTA
1820
Chesley Taft & Associates
Illinois
$510K +$295 +1 +0.1%
VCP
1821
Vista Capital Partners
Oregon
$510K +$139K +470 +42%
PNC
1822
Park National Corp
Ohio
$508K -$106K -360 -19%
DE
1823
Day & Ennis
Georgia
$508K – – –
LFASL
1824
Lugano Financial Advisors SA (LFA)
Switzerland
$507K -$41.3K -140 -8%
FSA
1825
Financial Sense Advisors
California
$504K – – –
71 72
73
74 75