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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
1976
Duncker Streett & Co
Missouri
$760K – – –
KCPG
1977
Kavar Capital Partners Group
Kansas
$757K +$365K +961 +108%
FSA
1978
Financial Sense Advisors
California
$754K +$103K +271 +17%
PCMU
1979
Paragon Capital Management (Utah)
Utah
$752K -$12.9K -34 -2%
EL
1980
EMFO LLC
Florida
$751K – – –
RA
1981
Rockingstone Advisors
Massachusetts
$751K -$156K -411 -18%
HT
1982
Heritage Trust
Oklahoma
$751K – – –
IA
1983
Inspire Advisors
Idaho
$749K +$695K +1,830 New
GAG
1984
GM Advisory Group
New York
$747K +$67.2K +177 +11%
GP
1985
Girard Partners
Pennsylvania
$746K – – –
CWM
1986
Cahaba Wealth Management
Georgia
$746K – – –
TIM
1987
Total Investment Management
Arizona
$745K -$10.6K -28 -2%
SPG
1988
Strategic Planning Group
Utah
$743K +$689K +1,815 New
WC
1989
Whitney & Co
New York
$740K +$14K +37 +2%
MIM
1990
Merrion Investment Management
New Jersey
$740K – – –
CCG
1991
Catalina Capital Group
California
$737K +$683K +1,800 New
SA
1992
Sunesis Advisors
Kansas
$737K – – –
BWP
1993
Baldwin Wealth Partners
Massachusetts
$737K +$124K +327 +22%
WWM
1994
Wolff Wiese Magana
California
$737K -$101K -265 -13%
IIA
1995
ICW Investment Advisors
Arizona
$735K +$2.66K +7 +0.4%
JFGIW
1996
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$733K +$152K +400 +29%
FG
1997
Fiduciary Group
Georgia
$732K +$140K +368 +26%
AWA
1998
Acorn Wealth Advisors
Michigan
$732K +$45.9K +121 +7%
RCG
1999
Regatta Capital Group
California
$729K +$82.8K +218 +14%
HWM
2000
HRC Wealth Management
Idaho
$729K +$676K +1,780 New
78 79
80
81 82