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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
1951
Brass Tax Wealth Management
Ohio
$1.76M +$544K +1,093 +52%
FIM
1952
Freedom Investment Management
Connecticut
$1.75M +$16.4K +33 +1%
BSHC
1953
Breed's Hill Capital
Massachusetts
$1.75M
DFA
1954
DHK Financial Advisors
New Hampshire
$1.75M +$2.49K +5 +0.2%
FP
1955
Financial Perspectives
Minnesota
$1.75M +$163K +328 +12%
WP
1956
Wealthspan Partners
Iowa
$1.74M -$57.7K -116 -4%
CG
1957
CFO4Life Group
Texas
$1.74M -$25.4K -51 -2%
TAM
1958
Tocqueville Asset Management
New York
$1.73M -$3.48K -7 -0.2%
BWM
1959
Birchcreek Wealth Management
Ohio
$1.73M +$259K +521 +20%
FMI
1960
F/M Investments
District of Columbia
$1.73M +$1.27M +2,545 +426%
CWM
1961
Centurion Wealth Management
Virginia
$1.73M +$411K +826 +36%
HGA
1962
Hobbs Group Advisors
South Carolina
$1.73M +$215K +433 +16%
SAI
1963
Systematic Alpha Investments
New Jersey
$1.73M
ACGDR
1964
Atmos Capital Gestao de Recursos
Brazil
$1.72M
CHAM
1965
Clear Harbor Asset Management
Connecticut
$1.72M +$345K +693 +28%
GC
1966
Grange Capital
Oregon
$1.72M -$82.1K -165 -5%
KGP
1967
Keystone Global Partners
Colorado
$1.72M -$234K -470 -13%
MAS
1968
Madden Advisory Services
Florida
$1.72M +$93.5K +188 +6%
ITIM
1969
Indiana Trust & Investment Management
Indiana
$1.72M +$30.3K +61 +2%
AP
1970
Aspect Partners
Virginia
$1.72M +$335K +673 +28%
HPC
1971
HM Payson & Co
Maine
$1.71M +$37.3K +75 +2%
LOIM
1972
Liberty One Investment Management
Illinois
$1.71M -$75.6K -152 -5%
NAG
1973
Northstar Advisory Group
New Jersey
$1.71M +$1.24M +2,499 +414%
CWM
1974
Chemistry Wealth Management
New York
$1.71M +$50.2K +101 +3%
NB
1975
Nicolet Bankshares
Wisconsin
$1.71M +$60.7K +122 +4%