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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
2001
Duncker Streett & Co
Missouri
$814K -$9.43K -22 -1%
CFA
2002
Cahill Financial Advisors
Minnesota
$814K -$105K -245 -12%
HT
2003
Heritage Trust
Oklahoma
$814K – – –
MWA
2004
Meridian Wealth Advisors
Texas
$814K +$85.8K +200 +12%
FSA
2005
Financial Sense Advisors
California
$813K -$3.86K -9 -0.5%
RCG
2006
Regatta Capital Group
California
$811K +$19.7K +46 +3%
GAG
2007
GM Advisory Group
New York
$810K – – –
GP
2008
Girard Partners
Pennsylvania
$809K +$858 +2 +0.1%
AUB
2009
Atlantic Union Bankshares
Virginia
$809K -$18K -42 -2%
LEA
2010
Legacy Edge Advisors
New York
$809K -$128K -298 -14%
EL
2011
EMFO LLC
Florida
$809K -$5.57K -13 -0.7%
BAG
2012
Bridgewealth Advisory Group
California
$806K -$73.7K -172 -9%
WC
2013
Whitney & Co
New York
$803K – – –
MIM
2014
Merrion Investment Management
New Jersey
$802K – – –
SAM
2015
S.A. Mason
Michigan
$801K +$44.6K +104 +6%
LTI
2016
Laffer Tengler Investments
Tennessee
$801K +$760K +1,772 +5,538%
RA
2017
Rockingstone Advisors
Massachusetts
$799K -$14.1K -33 -2%
CWP
2018
Concord Wealth Partners
Virginia
$799K -$49.7K -116 -6%
AFC
2019
AFT Forsyth & Company
Florida
$798K +$12K +28 +2%
IIA
2020
ICW Investment Advisors
Arizona
$797K +$429 +1 +0.1%
RT
2021
Rockland Trust
Massachusetts
$795K -$85.8K -200 -10%
GC
2022
Gilbert & Cook
Iowa
$794K +$767K +1,788 New
NMG
2023
New Millennium Group
Utah
$794K +$142K +332 +23%
SSWM
2024
Smith Salley Wealth Management
North Carolina
$789K +$260K +606 +52%
CST
2025
Charles Schwab Trust
Nevada
$787K -$100K -234 -12%
79 80
81
82 83