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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
HC
2001
Hoese & Co
Minnesota
$24K +$24.3K +66 New
PWMG
2002
Prestige Wealth Management Group
New Jersey
$22K – – –
OAJ
2003
Ogorek Anthony Joseph
New York
$22K +$23.2K +63 New
ARIS
2004
Advanced Research Investment Solutions
California
$21.5K +$22.1K +60 New
BCM
2005
Bourgeon Capital Management
Connecticut
$21K – – –
AL
2006
ADE LLC
Maryland
$18K – – –
FMB
2007
Field & Main Bank
Kentucky
$18K – – –
CI
2008
Cordant Inc
Oregon
$18K +$18.4K +50 New
MMG
2009
Monetary Management Group
Missouri
$18K +$18.4K +50 New
DAC
2010
Dividend Assets Capital
South Carolina
$16K -$20.3K -55 -56%
TWP
2011
TFO Wealth Partners
Ohio
$16K – – –
APC
2012
Aspire Private Capital
North Carolina
$15K +$1.47K +4 +11%
FEG
2013
Financial Enhancement Group
Indiana
$12K +$12.2K +33 New
CMBA
2014
C.M. Bidwell & Associates
Hawaii
$11K – – –
CWAF
2015
Core Wealth Advisors (Florida)
Florida
$11K – – –
BFC
2016
Bedel Financial Consulting
Indiana
$9K – – –
PP
2017
Pacifica Partners
Canada
$9K – – –
PP
2018
PrairieView Partners
Minnesota
$7K – – –
MS
2019
Mizuho Securities
Japan
$6K +$368 +1 +7%
FMP
2020
Financial Management Professionals
Texas
$5K +$2.58K +7 +88%
CI
2021
CX Institutional
Indiana
$5K +$5.52K +15 New
BCH
2022
Berkshire Capital Holdings
California
$4K – – –
HIM
2023
Hillsdale Investment Management
Ontario, Canada
$4K – – –
HI
2024
Hoey Investments
Pennsylvania
$4K – – –
PPWM
2025
PFG Private Wealth Management
Florida
$4K +$4.42K +12 New