We are live on ! Find out more
QQQ icon

Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
2001
Paragon Private Wealth Management
Kentucky
$447K -$9.64K -26 -2%
WFA
2002
WestHill Financial Advisors
California
$446K – – –
BFG
2003
Beacon Financial Group
Texas
$443K -$4.82K -13 -1%
BMCM
2004
Burns Matteson Capital Management
New York
$442K +$84.9K +229 +23%
EM
2005
Excalibur Management
Massachusetts
$442K +$458K +1,235 New
FA
2006
Faithward Advisors
Pennsylvania
$441K +$7.42K +20 +2%
CA
2007
Crumly & Associates
Illinois
$441K -$36K -97 -7%
RWS
2008
Resolute Wealth Strategies
Mississippi
$440K -$12.6K -34 -3%
CBA
2009
Coastal Bridge Advisors
Connecticut
$439K +$92.7K +250 +26%
BA
2010
Bridge Advisory
California
$439K +$194K +522 +74%
SIC
2011
Sterling Investment Counsel
New York
$439K -$20.4K -55 -4%
CAMV
2012
Concord Asset Management (Virginia)
Virginia
$439K -$137K -370 -23%
1IA
2013
1834 Investment Advisors
Wisconsin
$438K +$4.82K +13 +1%
IIM
2014
InTrack Investment Management
Vermont
$437K – – –
SWA
2015
Sutton Wealth Advisors
Florida
$437K -$742 -2 -0.2%
JWM
2016
JGP Wealth Management
Oregon
$436K – – –
HVP
2017
Hudson Value Partners
Florida
$436K +$2.6K +7 +0.6%
AWM
2018
Aries Wealth Management
Maine
$436K – – –
WA
2019
Wealth Alliance
New York
$435K – – –
SIS
2020
Sound Income Strategies
Florida
$435K -$15.6K -42 -3%
BCM
2021
Brasada Capital Management
Texas
$435K – – –
VWM
2022
Venturi Wealth Management
Texas
$435K +$10.8K +29 +2%
IBOK
2023
Independence Bank of Kentucky
Kentucky
$434K – – –
SMA
2024
Seven Mile Advisory
New Jersey
$434K – – –
MGWM
2025
Marks Group Wealth Management
Minnesota
$433K +$76.4K +206 +21%
79 80
81
82 83