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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1976
Bragg Financial Advisors
North Carolina
$304K -$11.3K -41 -3%
SIS
1977
Sound Income Strategies
Florida
$304K +$126K +456 +67%
WOSD
1978
WFA of San Diego
California
$302K -$8.3K -30 -3%
LCM
1979
Leisure Capital Management
California
$302K – – –
WCM
1980
Wunderlich Capital Managemnt
Tennessee
$302K +$13.8K +50 +5%
IWN
1981
Independent Wealth Network
Iowa
$302K -$66.9K -242 -18%
SFWA
1982
Summit Financial Wealth Advisors
Louisiana
$301K -$23K -83 -7%
B
1983
Bellecapital
Switzerland
$301K – – –
DW
1984
Domani Wealth
Pennsylvania
$300K +$311K +1,126 New
RWMG
1985
Redwood Wealth Management Group
New Jersey
$300K +$311K +1,125 New
MSA
1986
McAlister Sweet & Associates
Texas
$298K +$55.3K +200 +22%
BCM
1987
Basso Capital Management
Connecticut
$298K +$310K +1,120 New
VCP
1988
Vista Capital Partners
Oregon
$298K -$14.4K -52 -4%
IRAG
1989
Investment Research & Advisory Group
Georgia
$298K – – –
AWAG
1990
ARS Wealth Advisors Group
Florida
$298K -$6.64K -24 -2%
WF
1991
Whelan Financial
California
$297K +$277 +1 +0.1%
SWM
1992
Silverlake Wealth Management
Vermont
$296K -$4.15K -15 -1%
CTA
1993
Colonial Trust Advisors
South Carolina
$296K -$6.91K -25 -2%
EP
1994
EPIQ Partners
Minnesota
$296K +$277 +1 +0.1%
SI
1995
SimpliFi Inc
California
$295K +$4.7K +17 +2%
WRPWM
1996
Werba Rubin Papier Wealth Management
California
$295K +$306K +1,108 New
MFWP
1997
Mosaic Family Wealth Partners
Missouri
$295K +$306K +1,108 New
WDG
1998
Wealth Dimensions Group
Ohio
$294K -$3.87K -14 -1%
HCMT
1999
Highland Capital Management (Tennessee)
Tennessee
$294K – – –
NMG
2000
New Millennium Group
Utah
$294K +$34.6K +125 +13%
78 79
80
81 82