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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2026
Jeppson Wealth Management
California
$1.22M +$99.6K +196 +8%
TNA
2027
True North Advisors
Texas
$1.22M -$33K -65 -2%
5W
2028
5T Wealth
California
$1.22M -$12.2K -24 -0.9%
GSIS
2029
Global Strategic Investment Solutions
Arizona
$1.21M – – –
NPPM
2030
North Point Portfolio Managers
Ohio
$1.21M – – –
TCM
2031
Thoma Capital Management
Maryland
$1.21M -$40.6K -80 -3%
GL
2032
Graypoint LLC
New York
$1.21M +$606K +1,192 +86%
WMN
2033
Wealth Management Nebraska
Nebraska
$1.21M +$967K +1,904 +284%
UWPG
2034
Ullmann Wealth Partners Group
Florida
$1.21M +$41.2K +81 +3%
CWM
2035
Cedar Wealth Management
California
$1.2M +$60K +118 +5%
SWM
2036
StoneCrest Wealth Management
Arizona
$1.2M -$86.9K -171 -6%
GAG
2037
GM Advisory Group
New York
$1.2M +$170K +334 +15%
CWP
2038
Core Wealth Partners
California
$1.19M +$174K +343 +16%
WCFA
2039
Walkner Condon Financial Advisors
Wisconsin
$1.19M -$60K -118 -4%
BW
2040
BIP Wealth
Georgia
$1.19M -$55.9K -110 -4%
BWM
2041
BigSur Wealth Management
Florida
$1.19M -$559K -1,100 -30%
LEFP
2042
Leading Edge Financial Planning
Tennessee
$1.19M +$15.2K +30 +1%
BWM
2043
Baron Wealth Management
Michigan
$1.19M -$102K -200 -7%
TCTWM
2044
Three Cord True Wealth Management
Pennsylvania
$1.19M -$332K -653 -21%
BIAS
2045
Beacon Investment Advisory Services
New Jersey
$1.19M -$345K -679 -21%
GWA
2046
Geometric Wealth Advisors
District of Columbia
$1.18M +$95K +187 +8%
FWM
2047
FMB Wealth Management
California
$1.18M +$307K +605 +32%
CWM
2048
Centurion Wealth Management
Virginia
$1.18M – – –
FPB
2049
First PREMIER Bank
South Dakota
$1.18M -$81.3K -160 -6%
OPTFSNA
2050
Old Point Trust & Financial Services N A
Virginia
$1.18M +$63.5K +125 +5%
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