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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2026
MMA Asset Management
Pennsylvania
$855K -$900 -2 -0.1%
WC
2027
Whitney & Co
New York
$854K -$11.2K -25 -1%
MG
2028
Marex Group
$848K +$796K +1,770 New
PPWM
2029
Paragon Private Wealth Management
Kentucky
$848K -$88.6K -197 -10%
RA
2030
Rockingstone Advisors
Massachusetts
$843K -$18K -40 -2%
NMG
2031
New Millennium Group
Utah
$840K -$14.8K -33 -2%
FSA
2032
Financial Sense Advisors
California
$840K -$34.6K -77 -4%
EA
2033
Ergawealth Advisors
Illinois
$837K +$82.3K +183 +12%
TWP
2034
TFO Wealth Partners
Ohio
$836K -$143K -318 -15%
AAM
2035
Aureus Asset Management
Massachusetts
$836K +$221K +492 +39%
HWA
2036
Heritage Wealth Advisors
Virginia
$834K – – –
RWM
2037
Rockwood Wealth Management
Pennsylvania
$834K +$344K +765 +78%
AWAG
2038
ARS Wealth Advisors Group
Florida
$832K -$46.8K -104 -6%
CBA
2039
Coastal Bridge Advisors
Connecticut
$832K +$156K +347 +25%
GGI
2040
Godsey & Gibb Inc
Virginia
$831K +$336K +747 +76%
MCM
2041
McDonough Capital Management
Florida
$830K +$12.1K +27 +2%
AWA
2042
Acorn Wealth Advisors
Michigan
$826K -$1.8K -4 -0.2%
CWS
2043
Confluence Wealth Services
Pennsylvania
$820K +$17.5K +39 +2%
DBRC
2044
D.B. Root & Company
Pennsylvania
$818K -$6.3K -14 -0.8%
HVP
2045
Hudson Value Partners
Florida
$817K +$39.1K +87 +5%
GJWM
2046
Gilliland Jeter Wealth Management
Arkansas
$816K +$34.6K +77 +5%
WPP
2047
Whalerock Point Partners
Rhode Island
$815K – – –
PWG
2048
Portside Wealth Group
Utah
$814K -$469K -1,042 -38%
NCM
2049
Northside Capital Management
Oregon
$814K – – –
SHJ
2050
Sharkey, Howes & Javer
Colorado
$813K – – –
80 81
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