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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1851
C2C Wealth Management
Arizona
$463K +$449K +1,162 New
MFW
1852
Mosaic Family Wealth
Missouri
$461K -$130K -337 -23%
FWM
1853
Foresight Wealth Management
Utah
$461K -$94.2K -244 -17%
PFC
1854
Phocas Financial Corp
California
$460K
ODG
1855
O'Dell Group
Ohio
$455K +$15.8K +41 +4%
MGWM
1856
Marks Group Wealth Management
Minnesota
$455K +$16.2K +42 +4%
GDP
1857
Great Diamond Partners
Maine
$455K +$34.7K +90 +9%
LWA
1858
Lenox Wealth Advisors
New York
$453K -$25.5K -66 -5%
VDI
1859
Vaughan David Investments
Illinois
$452K +$48.3K +125 +12%
BWM
1860
Boyd Wealth Management
California
$452K +$438K +1,135 New
B
1861
Bellecapital
Switzerland
$450K
RWA
1862
RGT Wealth Advisors
Texas
$450K +$71.4K +185 +20%
JCM
1863
Jag Capital Management
Missouri
$449K -$24.3K -63 -5%
PWPS
1864
Pinnacle Wealth Planning Services
Ohio
$447K
HNWAG
1865
High Net Worth Advisory Group
Florida
$447K +$434K +1,124 New
IF
1866
Integrity Financial
Wyoming
$446K +$433K +1,121 New
AFM
1867
Abbot Financial Management
Massachusetts
$445K -$3.86K -10 -0.9%
IRAG
1868
Investment Research & Advisory Group
Georgia
$445K
CWM
1869
Cahaba Wealth Management
Georgia
$441K +$15.8K +41 +4%
SIM
1870
Stratos Investment Management
Ohio
$441K +$428K +1,108 New
BFA
1871
Bill Few Associates
Pennsylvania
$440K +$427K +1,107 New
LW
1872
Libra Wealth
California
$440K +$441K +1,143 New
SAMC
1873
Spectrum Asset Management (California)
California
$439K
EP
1874
EPIQ Partners
Minnesota
$439K +$386 +1 +0.1%
PG
1875
Prostatis Group
Maryland
$439K -$259K -672 -38%