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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1851
Barrett Asset Management
New York
$217K – – –
BRA
1852
Biechele Royce Advisors
Indiana
$215K +$204K +608 New
CC
1853
Callan Capital
California
$215K +$204K +608 New
ISWM
1854
Independent Solutions Wealth Management
New York
$215K +$204K +606 New
BFM
1855
Broadview Financial Management
Wisconsin
$214K +$203K +603 New
BMO
1856
Beck Mack & Oliver
New York
$213K -$471K -1,400 -70%
LIM
1857
Loudon Investment Management
New Hampshire
$213K +$202K +600 New
OWM
1858
Orgel Wealth Management
Wisconsin
$213K +$202K +600 New
SDWIA
1859
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$212K +$201K +597 New
BI
1860
Ballast Inc
Kentucky
$212K +$202K +600 New
SPAS
1861
Spectrum Planning & Advisory Services
California
$211K +$200K +594 New
RFWA
1862
RPg Family Wealth Advisory
Massachusetts
$210K +$199K +593 New
FWM
1863
FSA Wealth Management
Massachusetts
$210K +$199K +593 New
TCM
1864
Tradewinds Capital Management
Washington
$209K +$21.2K +63 +12%
TA
1865
TFG Advisers
Michigan
$208K +$198K +588 New
EA
1866
Eclectic Associates
California
$207K +$196K +583 New
W
1867
WealthOne
New York
$207K +$196K +583 New
DI
1868
DAGCO Inc
Ohio
$207K +$197K +585 New
WOC
1869
West Oak Capital
California
$205K -$27.2K -81 -12%
SWM
1870
Soundmark Wealth Management
Washington
$205K +$194K +577 New
SMA
1871
Sage Mountain Advisors
Georgia
$205K +$194K +578 New
SPP
1872
Single Point Partners
Massachusetts
$205K +$194K +578 New
BFP
1873
Briaud Financial Planning
Texas
$205K +$195K +580 New
MCM
1874
Mattern Capital Management
Colorado
$204K -$21.9K -65 -10%
EWMCB
1875
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$204K +$193K +575 New
73 74
75
76 77