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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1826
Crumly & Associates
Illinois
$372K -$878K -2,828 -68%
MF
1827
Montis Financial
Massachusetts
$372K -$112K -361 -21%
BMM
1828
Buffington Mohr McNeal
Idaho
$372K -$80.7K -260 -16%
BTW
1829
Boston Trust Walden
Massachusetts
$372K – – –
VC
1830
Vestor Capital
Illinois
$371K -$11.8K -38 -3%
HPM
1831
Hudson Portfolio Management
New York
$371K -$4.66K -15 -1%
PAM
1832
Peninsula Asset Management
Florida
$369K – – –
NA
1833
Nottingham Advisors
New York
$368K -$18.3K -59 -4%
ME
1834
McIlrath & Eck
Washington
$365K -$45K -145 -10%
SHFA
1835
SC&H Financial Advisors
Maryland
$365K -$6.21K -20 -2%
MIC
1836
Meridian Investment Counsel
California
$365K – – –
WCM
1837
Whitener Capital Management
North Carolina
$364K -$69.8K -225 -15%
SFWA
1838
Summit Financial Wealth Advisors
Louisiana
$364K -$46.9K -151 -11%
AA
1839
Addison Advisors
Vermont
$358K – – –
BFPW
1840
BOK Financial Private Wealth
Colorado
$358K +$87.2K +281 +28%
CC
1841
Callan Capital
California
$357K -$328K -1,056 -45%
UMC
1842
United Maritime Capital
New York
$357K +$109K +350 +38%
SSW
1843
Stone Summit Wealth
Florida
$357K +$396K +1,275 New
MPWT
1844
MassMutual Private Wealth & Trust
Connecticut
$356K -$46.5K -150 -11%
AWP
1845
Abacus Wealth Partners
California
$355K +$393K +1,268 New
BIM
1846
Baldwin Investment Management
Pennsylvania
$355K – – –
BCM
1847
Brasada Capital Management
Texas
$353K – – –
HFBOT
1848
Home Federal Bank of Tennessee
Tennessee
$353K +$390K +1,258 New
FIM
1849
Freedom Investment Management
Connecticut
$352K +$27K +87 +7%
SMA
1850
Sage Mountain Advisors
Georgia
$352K +$95.6K +308 +32%
72 73
74
75 76