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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1951
IAG Wealth Partners
Wisconsin
$102K +$41.6K +113 +66%
WLPWM
1952
Walled Lake Planning & Wealth Management
Illinois
$100K – – –
HCM
1953
Highlander Capital Management
New Jersey
$97K – – –
TJHA
1954
Thomas J. Herzfeld Advisors
Florida
$97K – – –
CCC
1955
Crescent Capital Consulting
Louisiana
$92K – – –
TF
1956
Tompkins Financial
New York
$92K +$94.3K +256 New
AWMS
1957
Advocacy Wealth Management Services
Georgia
$89K -$6.63K -18 -7%
PH
1958
Pinnacle Holdings
Oklahoma
$88.1K – – –
TFM
1959
TFC Financial Management
Massachusetts
$85K +$368 +1 +0.4%
LWP
1960
Laurel Wealth Planning
Minnesota
$84K – – –
PWA
1961
Phoenix Wealth Advisors
North Carolina
$82K – – –
SFA
1962
Semmax Financial Advisors
North Carolina
$78K – – –
PCTC
1963
Perkins Coie Trust Company
Washington
$76K – – –
CWM
1964
Cranbrook Wealth Management
Michigan
$73K – – –
M
1965
MOTCO
Texas
$72K -$388K -1,053 -84%
ETI
1966
Enterprise Trust & Investment
California
$72K -$44.2K -120 -38%
FCA
1967
FinTrust Capital Advisors
South Carolina
$72K +$73.7K +200 New
MA
1968
Montag & Associates
Georgia
$67K +$16.6K +45 +31%
BCA
1969
Bray Capital Advisors
Florida
$63K -$7.37K -20 -10%
JPLA
1970
Joseph P. Lucia & Associates
New York
$63K – – –
TFO
1971
Tarbox Family Office
California
$63K +$65.2K +177 New
FCM
1972
Firestone Capital Management
Florida
$61K – – –
BC
1973
Barnett & Company
Tennessee
$60K +$737 +2 +1%
MCM
1974
Manchester Capital Management
Vermont
$59K -$4.42K -12 -7%
SCA
1975
Stonebridge Capital Advisors
Minnesota
$58K +$35.4K +96 +145%
77 78
79
80 81