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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1951
McLean Asset Management
Virginia
$373K +$26.3K +68 +8%
MAM
1952
MMA Asset Management
Pennsylvania
$372K -$5.41K -14 -1%
EWS
1953
Evergreen Wealth Solutions
Pennsylvania
$372K +$361K +935 New
CAWM
1954
Capital Advisors Wealth Management
Washington
$371K +$360K +933 New
FIM
1955
FWL Investment Management
Texas
$370K -$4.63K -12 -1%
EWA
1956
Encompass Wealth Advisors
Oregon
$370K +$69.5K +180 +24%
BMD
1957
Better Money Decisions
New Mexico
$368K -$3.09K -8 -0.9%
PPWM
1958
Paragon Private Wealth Management
Kentucky
$368K +$357K +926 New
NF
1959
NTB Financial
Colorado
$366K +$356K +921 New
SMA
1960
Sage Mountain Advisors
Georgia
$365K +$130K +337 +58%
AWM
1961
Aries Wealth Management
Maine
$364K – – –
CAM
1962
Congress Asset Management
Massachusetts
$363K +$386 +1 +0.1%
AWP
1963
Abacus Wealth Partners
California
$363K +$132K +343 +60%
EPWM
1964
Essex Private Wealth Management
Massachusetts
$360K -$11.6K -30 -3%
CWS
1965
Confluence Wealth Services
Pennsylvania
$358K +$348K +901 New
SHGA
1966
Sand Hill Global Advisors
California
$356K -$95K -246 -22%
CASB
1967
Cape Ann Savings Bank
Massachusetts
$356K – – –
NCM
1968
Northwest Capital Management
Oregon
$355K – – –
CAM
1969
Carret Asset Management
New York
$355K +$25.5K +66 +8%
WFA
1970
Websterrogers Financial Advisors
South Carolina
$353K +$386 +1 +0.1%
NSAM
1971
North Star Asset Management
Wisconsin
$353K +$6.18K +16 +2%
BCA
1972
Biltmore Capital Advisors
New Jersey
$352K -$1.56M -4,034 -82%
HPWM
1973
Highland Private Wealth Management
Washington
$352K – – –
SFG
1974
SevenBridge Financial Group
Pennsylvania
$352K +$38.6K +100 +13%
WDC
1975
Woodward Diversified Capital
California
$351K -$354K -917 -51%
77 78
79
80 81