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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
KFSC
1976
Keystone Financial Services (Colorado)
Colorado
$319K – – –
SA
1977
Shilanski & Associates
Alaska
$318K +$355 +1 +0.1%
LWM
1978
Liberty Wealth Management
California
$317K -$43K -121 -12%
FMTC
1979
Farmers & Merchants Trust Company
California
$317K -$35.5K -100 -10%
FLII
1980
First Long Island Investors
New York
$317K – – –
RDIA
1981
RE Dickinson Investment Advisors
Iowa
$315K +$17K +48 +6%
RA
1982
Rise Advisors
New York
$314K -$69.6K -196 -18%
CBN
1983
Cadence Bank NA
Texas
$314K +$8.88K +25 +3%
KCPG
1984
Kavar Capital Partners Group
Kansas
$314K +$308K +867 New
FIM
1985
FWL Investment Management
Texas
$313K -$23.4K -66 -7%
NSAM
1986
North Star Asset Management
Wisconsin
$313K -$9.23K -26 -3%
SP
1987
Successful Portfolios
Florida
$313K +$108K +305 +55%
BA
1988
Bluesphere Advisors
Pennsylvania
$312K -$43K -121 -12%
HPWM
1989
Highland Private Wealth Management
Washington
$312K -$9.23K -26 -3%
HIG
1990
Heritage Investment Group
Florida
$312K – – –
SCM
1991
SCS Capital Management
Massachusetts
$312K – – –
BBWA
1992
Bell & Brown Wealth Advisors
California
$312K +$305K +860 New
FA
1993
Fagan Associates
New York
$311K – – –
WCWM
1994
Willow Creek Wealth Management
California
$311K – – –
RG
1995
Rathbones Group
United Kingdom
$311K +$35.5K +100 +13%
FWI
1996
Facet Wealth Inc
Maryland
$310K +$35.2K +99 +13%
BF
1997
Brooklyn FI
New York
$309K -$9.23K -26 -3%
TF
1998
TimeScale Financial
Massachusetts
$308K +$9.94K +28 +3%
MCM
1999
Mattern Capital Management
Colorado
$308K +$97K +273 +47%
RCG
2000
Resource Consulting Group
Florida
$308K +$302K +850 New
78 79
80
81 82