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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1826
BerganKDV Wealth Management
Minnesota
$635K -$236K -702 -29%
DACS
1827
Dymon Asia Capital (Singapore)
Singapore
$634K +$578K +1,717 New
OFS
1828
OneAscent Financial Services
Alabama
$632K -$77.4K -230 -12%
IAA
1829
Independent Advisor Alliance
North Carolina
$629K +$20.2K +60 +4%
PAA
1830
Peregrine Asset Advisers
Oregon
$629K -$1.04M -3,092 -64%
CCM
1831
Condor Capital Management
New Jersey
$627K – – –
MCM
1832
Maple Capital Management
Vermont
$625K – – –
JSC
1833
Jackson Square Capital
California
$623K – – –
CAMG
1834
CWA Asset Management Group
Florida
$623K -$258K -765 -31%
CPW
1835
Catalyst Private Wealth
California
$622K -$12.8K -38 -2%
IP
1836
Investment Partners
Ohio
$622K -$32K -95 -5%
WPP
1837
Whalerock Point Partners
Rhode Island
$621K – – –
PP
1838
PrairieView Partners
Minnesota
$619K +$549K +1,631 +3,624%
AI
1839
ArchPoint Investors
Florida
$614K -$219K -650 -28%
CIC
1840
Cutler Investment Counsel
Oregon
$613K -$8.08K -24 -1%
AFC
1841
AFT Forsyth & Company
Florida
$612K +$337 +1 +0.1%
MJRIC
1842
Mogy Joel R Investment Counsel
California
$608K -$13.5K -40 -2%
AUB
1843
Atlantic Union Bankshares
Virginia
$608K – – –
LWM
1844
Liberty Wealth Management
California
$605K -$86.5K -257 -14%
RCA
1845
Ranch Capital Advisors
Florida
$604K -$673 -2 -0.1%
AIM
1846
Athena Investment Management
California
$604K – – –
IW
1847
Imprint Wealth
South Carolina
$603K +$66K +196 +14%
IP
1848
Intellectus Partners
California
$603K -$236K -700 -30%
MWA
1849
Meridian Wealth Advisors
Texas
$601K +$93.3K +277 +21%
FFWM
1850
Future Financial Wealth Management
Ohio
$599K +$66.7K +198 +14%
72 73
74
75 76