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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
1951
American Institute for Advanced Investment Management
Arizona
$493K +$169K +457 +33%
FFWA
1952
FRG Family Wealth Advisors
Washington
$493K – – –
SA
1953
Scarborough Advisors
Maryland
$492K +$215K +581 +73%
BTW
1954
Boston Trust Walden
Massachusetts
$491K – – –
SI
1955
SimpliFi Inc
California
$490K -$44.1K -119 -8%
JGIA
1956
Jackson Grant Investment Advisers
Connecticut
$489K +$507K +1,366 New
MFWP
1957
Mosaic Family Wealth Partners
Missouri
$489K -$17.1K -46 -3%
BIA
1958
Bell Investment Advisors
California
$486K – – –
MIC
1959
Meridian Investment Counsel
California
$485K – – –
CRIG
1960
Charter Research & Investment Group
Connecticut
$484K – – –
BCM
1961
Basso Capital Management
Connecticut
$484K +$501K +1,350 New
BCFS
1962
Butensky & Cohen Financial Security
Florida
$482K -$37.5K -101 -7%
WFPG
1963
Waller Financial Planning Group
Ohio
$482K – – –
PFBT
1964
Parkside Financial Bank & Trust
Missouri
$481K +$46K +124 +10%
FF
1965
Financial Futures
New Jersey
$481K +$498K +1,342 New
GC
1966
GFG Capital
Florida
$481K -$346K -933 -41%
CI
1967
Conning Inc
Connecticut
$480K – – –
CWP
1968
Curated Wealth Partners
California
$480K -$22.3K -60 -4%
OFP
1969
OLIO Financial Planning
Virginia
$480K +$200K +539 +67%
PP
1970
PDS Planning
Ohio
$479K +$5.93K +16 +1%
MIM
1971
Moseley Investment Management
Florida
$473K +$28.6K +77 +6%
PAM
1972
Peninsula Asset Management
Florida
$471K – – –
CAM
1973
Concorde Asset Management
Michigan
$470K -$28.9K -78 -6%
VBWMG
1974
Von Berge Wealth Management Group
California
$469K – – –
OC
1975
Oarsman Capital
Wisconsin
$469K -$53.4K -144 -10%
77 78
79
80 81