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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
2026
Bridgecreek Investment Management
Oklahoma
$280K +$290K +1,050 New
HSG
2027
Helen Stephens Group
Texas
$279K +$290K +1,048 New
BF
2028
Brogan Financial
Tennessee
$279K +$290K +1,047 New
F
2029
F3Logic
Minnesota
$277K -$205K -742 -42%
GBS
2030
Gallagher Benefit Services
Illinois
$277K +$287K +1,038 New
DFS
2031
Dixon Fnancial Services
California
$277K – – –
BC
2032
Brio Consultants
California
$277K -$106K -385 -27%
SC
2033
Soundwatch Capital
Connecticut
$273K +$284K +1,027 New
MAM
2034
McLean Asset Management
Virginia
$272K -$34.6K -125 -11%
RWM
2035
Raffa Wealth Management
District of Columbia
$272K +$553 +2 +0.2%
PCM
2036
Princeton Capital Management
New Jersey
$271K +$33.2K +120 +13%
D
2037
Dentgroup
Louisiana
$270K -$6.64K -24 -2%
LWM
2038
Lodestone Wealth Management
Washington
$270K +$280K +1,014 New
FSWA
2039
Financial Synergies Wealth Advisors
Texas
$270K +$277 +1 +0.1%
SWM
2040
Southern Wealth Management
Texas
$269K +$277 +1 +0.1%
JCM
2041
J2 Capital Management
Michigan
$268K +$1.94K +7 +0.7%
GWM
2042
Gitterman Wealth Management
New Jersey
$267K -$61.4K -222 -18%
IFA
2043
Index Fund Advisors
California
$267K -$23.2K -84 -8%
HFS
2044
Hantz Financial Services
Michigan
$267K +$5.25K +19 +2%
CHA
2045
Cooper/Haims Advisors
New York
$267K +$277K +1,002 New
PFM
2046
Phillips Financial Management
Indiana
$267K -$70.2K -254 -20%
MGWM
2047
Marks Group Wealth Management
Minnesota
$267K – – –
HP
2048
HT Partners
Connecticut
$266K – – –
SFG
2049
Sage Financial Group
Pennsylvania
$266K -$69.1K -250 -20%
CMP
2050
Coston McIsaac & Partners
Maine
$266K -$24.9K -90 -8%
80 81
82
83 84