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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1951
Sage Mountain Advisors
Georgia
$393K – – –
PBO
1952
Peoples Bank (Ohio)
Ohio
$392K +$361K +1,223 New
SWA
1953
Sutton Wealth Advisors
Florida
$392K -$590 -2 -0.2%
MAM
1954
McLean Asset Management
Virginia
$390K +$57.8K +196 +19%
MFWP
1955
Mosaic Family Wealth Partners
Missouri
$389K +$30.7K +104 +9%
BC
1956
Brio Consultants
California
$388K +$49.9K +169 +16%
CWA
1957
CJM Wealth Advisers
Virginia
$388K -$4.43K -15 -1%
DMIC
1958
Dixon Mitchell Investment Counsel
British Columbia, Canada
$388K -$540K -1,830 -60%
CWA
1959
CM Wealth Advisors
Ohio
$387K +$366K +1,240 New
SCA
1960
Stuart Chaussee & Associates
California
$386K – – –
IC
1961
Iconiq Capital
California
$386K +$295 +1 +0.1%
GCMG
1962
Gyroscope Capital Management Group
Florida
$385K -$64.6K -219 -15%
HWM
1963
Horizons Wealth Management
North Carolina
$384K – – –
OHIS
1964
Oak Harvest Investment Services
Texas
$384K -$37.2K -126 -10%
SWM
1965
Sculati Wealth Management
Michigan
$381K -$10.3K -35 -3%
BCM
1966
Brasada Capital Management
Texas
$381K – – –
CWM
1967
C2C Wealth Management
Arizona
$380K +$28K +95 +8%
AWM
1968
Aries Wealth Management
Maine
$378K – – –
EBA
1969
Eagle Bay Advisors
New York
$378K – – –
PSP
1970
Pacific Sage Partners
Washington
$376K – – –
CWM
1971
Cabot Wealth Management
Massachusetts
$376K -$95K -322 -22%
SFS
1972
Solitude Financial Services
Virginia
$376K +$346K +1,171 New
IC
1973
Innealta Capital
Texas
$375K +$345K +1,170 New
TF
1974
TLWM Financial
Texas
$375K +$4.43K +15 +1%
FMTC
1975
Farmers & Merchants Trust Company
California
$374K +$344K +1,165 New
77 78
79
80 81