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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
1826
Facet Wealth Inc
Maryland
$237K +$10.4K +31 +5%
LDB
1827
Lee, Danner & Bass
Tennessee
$236K +$224K +667 New
HFA
1828
HC Financial Advisors
California
$234K – – –
EWA
1829
Encompass Wealth Advisors
Oregon
$234K +$3.36K +10 +2%
CFFP
1830
Center for Financial Planning
Michigan
$233K – – –
FBT
1831
First Bankers Trust
Kentucky
$233K – – –
BFIM
1832
Beese Fulmer Investment Management
Ohio
$233K +$221K +658 New
WF
1833
WoodTrust Financial
Wisconsin
$232K – – –
MGAM
1834
McGowan Group Asset Management
Texas
$232K +$336 +1 +0.2%
EWM
1835
Evermay Wealth Management
Virginia
$231K – – –
LWP
1836
Lumature Wealth Partners
Georgia
$229K – – –
RCA
1837
Ranch Capital Advisors
Florida
$228K +$48.4K +144 +29%
BA
1838
Baugh & Associates
Georgia
$227K -$7.06K -21 -3%
BIM
1839
Bridgecreek Investment Management
Oklahoma
$227K – – –
AMIM
1840
Aull & Monroe Investment Management
Alabama
$225K – – –
GA
1841
Geller Advisors
New York
$225K – – –
HWMG
1842
Hurlow Wealth Management Group
Indiana
$225K – – –
CA
1843
Centerpoint Advisors
Massachusetts
$224K +$22.5K +67 +12%
FAN
1844
Financial Advisors Network
California
$224K +$213K +632 New
IA
1845
IFS Advisors
Kansas
$223K – – –
VC
1846
Veery Capital
Delaware
$222K – – –
HCA
1847
Horan Capital Advisors
Ohio
$222K +$210K +625 New
GPA
1848
Garrison Point Advisors
California
$222K +$211K +627 New
CPA
1849
Clear Perspective Advisors
Illinois
$220K -$118K -352 -36%
WAOI
1850
Wealth Advisors of Iowa
Iowa
$219K +$208K +619 New
72 73
74
75 76