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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
RMDI
2001
R.M. Davis Inc
Maine
$2.56M +$17.9K +26 +0.8%
SL
2002
SFM LLC
New Hampshire
$2.56M -$23.4K -34 -1%
LW
2003
Linscomb Wealth
Texas
$2.56M -$720K -1,047 -23%
DCM
2004
Donaldson Capital Management
Indiana
$2.56M +$1.34M +1,943 +127%
LNWTC
2005
Laird Norton Wetherby Trust Company
Washington
$2.55M +$4.82K +7 +0.2%
CJ
2006
Caitlin John
Michigan
$2.55M +$1.98M +2,883 +501%
PAA
2007
Peregrine Asset Advisers
Oregon
$2.55M -$220K -320 -8%
SC
2008
Saiph Capital
New Jersey
$2.54M +$50.9K +74 +2%
FP
2009
Financial Perspectives
Minnesota
$2.54M -$2.06K -3 -0.1%
EA
2010
Eclectic Associates
California
$2.54M -$422K -613 -15%
TWM
2011
Topsail Wealth Management
North Carolina
$2.54M +$11.7K +17 +0.5%
OIS
2012
Okabena Investment Services
Minnesota
$2.53M – – –
SFS
2013
Stiles Financial Services
Minnesota
$2.53M +$623K +905 +36%
CWM
2014
Chemistry Wealth Management
New York
$2.52M +$248K +360 +12%
IP
2015
Investment Partners
Ohio
$2.52M +$37.2K +54 +2%
WDL
2016
Well Done LLC
Michigan
$2.52M -$75K -109 -3%
CIAS
2017
CFS Investment Advisory Services
New Jersey
$2.52M – – –
GIA
2018
GHP Investment Advisors
Colorado
$2.51M +$20K +29 +0.9%
FF
2019
Financial Futures
New Jersey
$2.51M -$16.5K -24 -0.7%
BEC
2020
Blue Edge Capital
Virginia
$2.51M +$3.44K +5 +0.1%
JRP
2021
Jasper Ridge Partners
California
$2.51M -$3.92M -5,694 -63%
HWM
2022
HRC Wealth Management
Idaho
$2.5M +$286K +415 +14%
OIM
2023
Oder Investment Management
California
$2.5M -$27.5K -40 -1%
CFA
2024
Capstone Financial Advisors
Illinois
$2.5M +$23.4K +34 +1%
SAS
2025
Stelac Advisory Services
New York
$2.49M – – –
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