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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1926
Wealth Alliance
New York
$407K +$15K +51 +4%
SSWM
1927
Smith Salley Wealth Management
North Carolina
$405K -$38.1K -129 -9%
CFA
1928
Cahill Financial Advisors
Minnesota
$405K -$32.8K -111 -8%
RWS
1929
Resolute Wealth Strategies
Mississippi
$404K +$372K +1,260 New
PPWM
1930
Paragon Private Wealth Management
Kentucky
$404K +$3.54K +12 +1%
CBA
1931
Coastal Bridge Advisors
Connecticut
$403K +$32.2K +109 +9%
CWM
1932
Cahaba Wealth Management
Georgia
$403K -$72.9K -247 -16%
SDWMA
1933
Schneider Downs Wealth Management Advisors
Pennsylvania
$403K -$3.25K -11 -0.9%
ZIG
1934
Zullo Investment Group
Pennsylvania
$403K +$24.2K +82 +7%
RCG
1935
Regatta Capital Group
California
$403K
HSG
1936
Helen Stephens Group
Texas
$402K +$60.8K +206 +20%
UID
1937
Union Investments & Development
Israel
$402K +$2.95M +10,000 New
FTUS
1938
Flow Traders U.S.
New York
$402K -$25.4M -86,193 -99%
TLCM
1939
Twin Lakes Capital Management
California
$401K
LSA
1940
Lansing Street Advisors
Pennsylvania
$400K +$885 +3 +0.2%
WFA
1941
WestHill Financial Advisors
California
$400K -$15.6K -53 -4%
CFA
1942
Capstone Financial Advisors
Illinois
$399K
BFA
1943
Bill Few Associates
Pennsylvania
$399K +$367K +1,244 New
IBOK
1944
Independence Bank of Kentucky
Kentucky
$399K -$4.43K -15 -1%
IIM
1945
InTrack Investment Management
Vermont
$399K -$62K -210 -14%
MIM
1946
Moseley Investment Management
Florida
$398K +$20.7K +70 +6%
BLC
1947
Brown, Lisle/Cummings
Rhode Island
$398K +$249K +845 +214%
GWAG
1948
Garrett Wealth Advisory Group
Texas
$396K
PFBT
1949
Parkside Financial Bank & Trust
Missouri
$395K -$49K -166 -12%
SAM
1950
Secure Asset Management
Michigan
$393K -$190K -644 -34%