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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SRL
2001
Scientech Research LLC
New Jersey
$1.26M -$303K -597 -18%
GFG
2002
Grantvest Financial Group
New Jersey
$1.26M -$108K -213 -7%
SWP
2003
Significant Wealth Partners
Illinois
$1.26M +$552K +1,086 +68%
PWP
2004
Perfromance Wealth Partners
Illinois
$1.26M -$143K -281 -9%
RWM
2005
Revisor Wealth Management
Ohio
$1.26M +$612K +1,204 +82%
AI
2006
ArchPoint Investors
Florida
$1.26M -$68.6K -135 -5%
TFG
2007
Taylor Financial Group
Virginia
$1.26M -$25.4K -50 -2%
NG
2008
Norden Group
Utah
$1.25M +$219K +431 +19%
AP
2009
Appleton Partners
Massachusetts
$1.25M +$90.4K +178 +7%
CI
2010
CPR Investments
Michigan
$1.25M -$2.26M -4,446 -63%
SC
2011
Solstein Capital
California
$1.25M +$17.3K +34 +1%
SFS
2012
Stiles Financial Services
Minnesota
$1.24M -$37.1K -73 -3%
CRI
2013
Colonial River Investments
Virginia
$1.24M -$77.2K -152 -5%
SMG
2014
Smart Money Group
Texas
$1.24M -$30M -58,958 -96%
OPCM
2015
Osborne Partners Capital Management
California
$1.24M -$57.4K -113 -4%
LEA
2016
Legacy Edge Advisors
New York
$1.23M +$447K +879 +50%
CA
2017
Cambridge Advisors
Nebraska
$1.23M – – –
IP
2018
Investment Partners
Ohio
$1.23M +$190K +373 +17%
TWPM
2019
Total Wealth Planning & Management
Florida
$1.23M -$7.62K -15 -0.6%
CC
2020
Cadinha & Co
Hawaii
$1.23M +$1.02K +2 +0.1%
BWM
2021
Birchcreek Wealth Management
Ohio
$1.23M -$83.8K -165 -6%
FL
2022
FreeGulliver LLC
Louisiana
$1.22M -$6.1K -12 -0.5%
SC
2023
Saiph Capital
New Jersey
$1.22M +$255K +502 +24%
ACM
2024
Armbruster Capital Management
New York
$1.22M -$4.07K -8 -0.3%
WMWM
2025
Whitaker-Myers Wealth Managers
Ohio
$1.22M +$196K +386 +17%
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