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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1801
PBMares Wealth Management
Virginia
$2.4M +$81.3K +142 +4%
DIP
1802
Davis Investment Partners
North Carolina
$2.4M -$191K -334 -8%
PFGIA
1803
Patriot Financial Group Insurance Agency
Massachusetts
$2.39M -$81.9K -143 -3%
PMFA
1804
Plante Moran Financial Advisors
Michigan
$2.39M +$16.6K +29 +0.7%
WFS
1805
Walker Financial Services
Kentucky
$2.38M -$318K -555 -12%
FAG
1806
Fortitude Advisory Group
Washington
$2.38M -$113K -197 -5%
PPWP
1807
Premier Path Wealth Partners
New Jersey
$2.38M +$9.16K +16 +0.4%
WFA
1808
WMG Financial Advisors
Tennessee
$2.38M +$65.9K +115 +3%
BP
1809
BBR Partners
New York
$2.38M +$173K +302 +8%
CGFA
1810
Colton Groome Financial Advisors
North Carolina
$2.37M +$187K +326 +9%
RSA
1811
River Street Advisors
Illinois
$2.37M – – –
PWA
1812
PCG Wealth Advisors
Kansas
$2.36M +$2.25M +3,932 New
PMSA
1813
Patrick M. Sweeney & Associates
Illinois
$2.36M +$5.73K +10 +0.3%
ML
1814
McAdam LLC
Pennsylvania
$2.36M +$123K +215 +6%
PMG
1815
ProVise Management Group
Florida
$2.35M -$41.2K -72 -2%
PCP
1816
Perbak Capital Partners
United Kingdom
$2.35M -$4.86M -8,493 -68%
TPWA
1817
TRUE Private Wealth Advisors
Oregon
$2.34M -$140K -245 -6%
MFG
1818
MidWestOne Financial Group
Iowa
$2.33M +$57.3K +100 +3%
AI
1819
Accredited Investors
Minnesota
$2.33M -$49.8K -87 -2%
SC
1820
Saiph Capital
New Jersey
$2.33M +$95.6K +167 +5%
CPA
1821
Capital Performance Advisors
California
$2.32M +$6.3K +11 +0.3%
BFA
1822
Beaumont Financial Advisors
Massachusetts
$2.32M -$17.2K -30 -0.8%
FVCM
1823
F&V Capital Management
Florida
$2.32M +$2.86K +5 +0.1%
KLCM
1824
KG&L Capital Management
Louisiana
$2.32M -$4.01K -7 -0.2%
LWM
1825
Lionshead Wealth Management
New York
$2.32M -$156K -273 -7%
71 72
73
74 75