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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1901
Sandbox Financial Partners
Maryland
$545K +$95.3K +257 +20%
WAS
1902
WESPAC Advisors SoCal
California
$544K +$139K +375 +33%
RFA
1903
Resurgent Financial Advisors
Georgia
$540K -$1.73M -4,660 -76%
TWM
1904
Tanager Wealth Management
United Kingdom
$540K – – –
SPW
1905
Sonoma Private Wealth
California
$540K +$558K +1,506 New
RGF
1906
Retirement Guys Formula
Ohio
$538K +$10.4K +28 +2%
OIA
1907
Optimum Investment Advisors
Illinois
$538K +$1.11K +3 +0.2%
ASGS
1908
Alpha Square Group S
New York
$537K +$148K +400 +36%
FLC
1909
Fifth Lane Capital
Texas
$537K +$556K +1,500 New
VC
1910
Veracity Capital
Georgia
$537K -$742 -2 -0.1%
ZAM
1911
Zevin Asset Management
Massachusetts
$537K +$556K +1,499 New
NCM
1912
Novare Capital Management
North Carolina
$537K +$152K +410 +38%
OCPWS
1913
One Charles Private Wealth Services
Massachusetts
$536K -$87.1K -235 -14%
MAM
1914
Marquette Asset Management
Minnesota
$535K +$554K +1,493 New
GFG
1915
Greystone Financial Group
Michigan
$534K – – –
CAM
1916
Carret Asset Management
New York
$533K – – –
NW
1917
NewEdge Wealth
Pennsylvania
$532K +$13K +35 +2%
WA
1918
Wealthstream Advisors
New York
$529K – – –
BWM
1919
Boyd Wealth Management
California
$529K +$742 +2 +0.1%
FPWM
1920
FSB Premier Wealth Management
Iowa
$529K +$547K +1,476 New
BWP
1921
Baldwin Wealth Partners
Massachusetts
$527K – – –
GWCM
1922
Godshalk Welsh Capital Management
Pennsylvania
$527K – – –
LAS
1923
LWM Advisory Services
Florida
$526K -$112K -302 -17%
TLP
1924
Trinity Legacy Partners
Texas
$524K -$16.7K -45 -3%
PGWM
1925
Pitti Group Wealth Management
New York
$519K +$4.45K +12 +0.8%
75 76
77
78 79