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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
2026
Northeast Investment Management
Massachusetts
$2.49M +$53.7K +78 +2%
FAG
2027
Fortitude Advisory Group
Washington
$2.49M -$36.5K -53 -2%
PPWM
2028
Paragon Private Wealth Management
Kentucky
$2.48M +$1.33M +1,930 +134%
CWP
2029
Concord Wealth Partners
Virginia
$2.48M +$10.3K +15 +0.4%
CFP
2030
Cypress Financial Planning
New Jersey
$2.48M +$2.32M +3,373 New
WCP
2031
Wick Capital Partners
Pennsylvania
$2.48M +$103K +149 +5%
CIA
2032
Cape Investment Advisory
Georgia
$2.48M +$111K +162 +5%
RFA
2033
Register Financial Advisors
Georgia
$2.48M +$165K +240 +8%
CFGA
2034
Cambridge Financial Group (Arizona)
Arizona
$2.47M – – –
IIC
2035
Ironwood Investment Counsel
Arizona
$2.46M -$79.8K -116 -3%
MIC
2036
Meridian Investment Counsel
California
$2.46M -$68.8K -100 -3%
MCA
2037
Magnolia Capital Advisors
Mississippi
$2.45M +$305K +444 +15%
SWA
2038
Strategies Wealth Advisors
Michigan
$2.44M +$16.5K +24 +0.7%
DIP
2039
Davis Investment Partners
North Carolina
$2.44M -$354K -515 -13%
HW
2040
HORAN Wealth
Ohio
$2.44M +$596K +866 +35%
RI
2041
Ridgewood Investments
New Jersey
$2.43M -$6.19K -9 -0.3%
RCM
2042
RB Capital Management
Nevada
$2.42M +$329K +478 +17%
NWM
2043
Nova Wealth Management
Florida
$2.42M -$33K -48 -1%
EF
2044
Elite Financial
Idaho
$2.42M +$202K +293 +10%
CWI
2045
Conscious Wealth Investments
Florida
$2.41M +$30.3K +44 +1%
AA
2046
Ascent Advisors
Minnesota
$2.41M +$1.44M +2,093 +169%
MAM
2047
Markin Asset Management
New York
$2.41M -$81.9K -119 -4%
GFPC
2048
Global Financial Private Client
Florida
$2.41M -$16.5K -24 -0.7%
MAS
2049
Meeder Advisory Services
Ohio
$2.4M -$326K -474 -13%
SC
2050
Sierra Capital
Florida
$2.4M – – –
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