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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2001
Wolff Wiese Magana
California
$899K +$11.7K +26 +1%
SAM
2002
S.A. Mason
Michigan
$893K +$27K +60 +3%
HWM
2003
HFG Wealth Management
Texas
$892K +$900 +2 +0.1%
CFA
2004
Cahill Financial Advisors
Minnesota
$891K +$11.2K +25 +1%
PFBT
2005
Parkside Financial Bank & Trust
Missouri
$890K -$25.2K -56 -3%
CST
2006
Charles Schwab Trust
Nevada
$889K +$37.3K +83 +5%
VNA
2007
Valley National Advisers
Pennsylvania
$883K -$10.3K -23 -1%
CCM
2008
Connective Capital Management
California
$883K +$829K +1,843 New
GP
2009
Girard Partners
Pennsylvania
$882K +$8.1K +18 +1%
IIA
2010
ICW Investment Advisors
Arizona
$882K +$20.2K +45 +3%
LEA
2011
Legacy Edge Advisors
New York
$880K +$6.75K +15 +0.8%
ACM
2012
Avalon Capital Management
California
$879K -$264K -587 -24%
MWA
2013
Meridian Wealth Advisors
Texas
$879K +$900 +2 +0.1%
AFC
2014
AFT Forsyth & Company
Florida
$878K +$16.2K +36 +2%
HT
2015
Heritage Trust
Oklahoma
$878K – – –
CWM
2016
Capital Wealth Management
Rhode Island
$874K +$267K +594 +48%
EL
2017
EMFO LLC
Florida
$872K – – –
WQ
2018
Wealth Quarterback
New Jersey
$871K -$6.93M -15,409 -89%
EIA
2019
Eastover Investment Advisors
North Carolina
$866K +$800K +1,778 New
MAM
2020
Marquette Asset Management
Minnesota
$866K -$18K -40 -2%
LTI
2021
Laffer Tengler Investments
Tennessee
$864K – – –
DSC
2022
Duncker Streett & Co
Missouri
$859K -$18.9K -42 -2%
BAG
2023
Bridgewealth Advisory Group
California
$859K -$10.8K -24 -1%
AP
2024
Aspect Partners
Virginia
$858K +$474K +1,055 +143%
MIM
2025
Merrion Investment Management
New Jersey
$856K -$8.99K -20 -1%
79 80
81
82 83