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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
1801
Sharkey, Howes & Javer
Colorado
$658K +$105K +312 +21%
IC
1802
Inscription Capital
Texas
$658K -$6.06K -18 -1%
AWA
1803
Acorn Wealth Advisors
Michigan
$657K -$2.02K -6 -0.3%
EIA
1804
Eastover Investment Advisors
North Carolina
$657K -$11.8K -35 -2%
PFGIA
1805
Patriot Financial Group Insurance Agency
Massachusetts
$656K +$112K +334 +23%
JIR
1806
James Investment Research
Ohio
$656K -$217K -644 -27%
MIC
1807
Means Investment Company
Maine
$655K -$17.8K -53 -3%
LC
1808
LCNB Corp
Ohio
$653K
NP
1809
Nilsine Partners
Colorado
$652K +$19.2K +57 +3%
WC
1810
Whitney & Co
New York
$651K -$126K -373 -17%
WAM
1811
Worth Asset Management
Texas
$651K -$46.8K -139 -7%
LAS
1812
LWM Advisory Services
Florida
$650K +$6.06K +18 +1%
DIS
1813
Diversified Investment Strategies
Louisiana
$648K
BSSFA
1814
Baron Silver Stevens Financial Advisors
Florida
$646K +$109K +325 +23%
BBWP
1815
Beacon Bridge Wealth Partners
Pennsylvania
$645K -$12.5K -37 -2%
BPFA
1816
Barnes Pettey Financial Advisors
Mississippi
$644K +$264K +785 +82%
BWM
1817
BigSur Wealth Management
Florida
$642K
SMA
1818
Sage Mountain Advisors
Georgia
$642K +$172K +512 +42%
CWM
1819
Chemistry Wealth Management
New York
$641K +$12.8K +38 +2%
RWA
1820
Ropes Wealth Advisors
Massachusetts
$641K -$13.1K -39 -2%
LIA
1821
LS Investment Advisors
Michigan
$641K +$1.68K +5 +0.3%
OCPWS
1822
One Charles Private Wealth Services
Massachusetts
$640K -$74.1K -220 -11%
CFA
1823
Cahill Financial Advisors
Minnesota
$639K +$158K +469 +37%
WPC
1824
White Pine Capital
Minnesota
$638K -$10.1K -30 -2%
TWP
1825
Total Wealth Planning
Ohio
$636K -$18.2K -54 -3%