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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
2001
Twin Focus Capital Partners
Massachusetts
$336K – – –
CBN
2002
Cadence Bank NA
Texas
$335K +$107K +276 +49%
AHC
2003
Adell Harriman & Carpenter
Texas
$333K – – –
W
2004
Wealthquest
Ohio
$333K -$2.7K -7 -0.8%
EHC
2005
Everett Harris & Co
California
$333K +$324K +838 New
SGI
2006
Swan Global Investments
Colorado
$331K +$386 +1 +0.1%
B
2007
Brightworth
Georgia
$331K +$37.4K +97 +13%
AIA
2008
AIMZ Investment Advisors
California
$328K -$44.4K -115 -12%
AGA
2009
Accuvest Global Advisors
Utah
$327K -$144K -372 -31%
TF
2010
TimeScale Financial
Massachusetts
$327K +$386 +1 +0.1%
RGC
2011
Roberts, Glore & Co
Illinois
$327K +$73.4K +190 +30%
PWA
2012
Primoris Wealth Advisors
Florida
$327K +$317K +820 New
RDIA
2013
RE Dickinson Investment Advisors
Iowa
$327K +$317K +821 New
CYG
2014
Clean Yield Group
Vermont
$326K -$38.6K -100 -11%
FFBTD
2015
First Financial Bank - Trust Division
Ohio
$326K +$1.54K +4 +0.5%
TFP
2016
Tilia Fiduciary Partners
North Carolina
$326K +$316K +819 New
CANC
2017
Culbertson A N & Co
Virginia
$325K – – –
CGPCS
2018
Capital Group Private Client Services
California
$325K +$315K +816 New
TFA
2019
Triad Financial Advisors
North Carolina
$324K +$314K +814 New
CFO
2020
Collective Family Office
Pennsylvania
$322K – – –
HWM
2021
HighMark Wealth Management
Minnesota
$322K – – –
OC
2022
Oarsman Capital
Wisconsin
$322K +$12K +31 +4%
HVP
2023
Hudson Value Partners
Florida
$322K +$36.7K +95 +13%
OFG
2024
Orcam Financial Group
California
$322K +$313K +810 New
WFMPM
2025
Woodley Farra Manion Portfolio Management
Indiana
$321K – – –
79 80
81
82 83