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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
1926
Biltmore Family Office
North Carolina
$512K -$42.1K -125 -8%
BCM
1927
Bluefin Capital Management
New York
$511K +$466K +1,384 New
ONST
1928
Old North State Trust
North Carolina
$511K
FNB
1929
Farmers National Bank
Kentucky
$511K +$465K +1,382 New
AIFAIM
1930
American Institute for Advanced Investment Management
Arizona
$511K +$3.37K +10 +0.7%
DWM
1931
Dopkins Wealth Management
New York
$508K
FFWA
1932
FRG Family Wealth Advisors
Washington
$508K
GAG
1933
GM Advisory Group
New York
$508K +$1.01K +3 +0.2%
BTW
1934
Boston Trust Walden
Massachusetts
$506K +$14.8K +44 +3%
LC
1935
LTG Capital
Massachusetts
$504K -$21.5K -64 -4%
MKA
1936
M. Kulyk & Associates
Georgia
$502K
MF
1937
Montis Financial
Massachusetts
$502K +$10.4K +31 +2%
BIA
1938
Bell Investment Advisors
California
$501K -$64.6K -192 -12%
MIC
1939
Meridian Investment Counsel
California
$500K
CRIG
1940
Charter Research & Investment Group
Connecticut
$499K
TFCP
1941
Twin Focus Capital Partners
Massachusetts
$499K
SFA
1942
Souders Financial Advisors
Ohio
$499K -$3.37K -10 -0.7%
BLC
1943
Brown, Lisle/Cummings
Rhode Island
$498K +$37K +110 +9%
OHIS
1944
Oak Harvest Investment Services
Texas
$498K +$51.5K +153 +13%
WFPG
1945
Waller Financial Planning Group
Ohio
$497K -$6.4K -19 -1%
LNB
1946
Ledyard National Bank
$497K -$6.73K -20 -1%
CI
1947
Conning Inc
Connecticut
$495K -$638K -1,896 -59%
WA
1948
Win Advisors
Florida
$495K -$778K -2,312 -61%
CA
1949
Crumly & Associates
Illinois
$491K
PP
1950
PDS Planning
Ohio
$488K +$8.75K +26 +2%