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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
MLFP
2026
MPS Loria Financial Planners
Illinois
$1.55M +$44.8K +90 +3%
VPF
2027
Vantage Point Financial
Illinois
$1.55M -$18.4K -37 -1%
CIA
2028
Cape Investment Advisory
Georgia
$1.55M -$37.3K -75 -3%
LRWA
2029
Long Run Wealth Advisors
New York
$1.54M +$6.46K +13 +0.5%
PFA
2030
Professional Financial Advisors
Nebraska
$1.54M -$159K -320 -10%
FA
2031
Faithward Advisors
Pennsylvania
$1.54M -$2.97M -5,978 -68%
CWM
2032
Collaborative Wealth Management
Florida
$1.54M -$9.95K -20 -0.7%
CCA
2033
Checchi Capital Advisers
California
$1.54M +$29.8K +60 +2%
CCIA
2034
Cherry Creek Investment Advisors
Colorado
$1.54M +$41.8K +84 +3%
3AM
2035
3EDGE Asset Management
Florida
$1.54M +$198K +398 +17%
BCG
2036
Breakwater Capital Group
New Jersey
$1.53M +$163K +327 +13%
QFA
2037
Quantum Financial Advisors
California
$1.53M +$1.1M +2,215 +397%
EFG
2038
Elios Financial Group
Ohio
$1.53M -$76.1K -153 -5%
NWM
2039
Napa Wealth Management
California
$1.53M -$299K -602 -18%
APW
2040
Austin Private Wealth
Texas
$1.53M -$57.2K -115 -4%
DI
2041
Disciplined Investments
Oklahoma
$1.52M -$45.3K -91 -3%
TF
2042
Tompkins Financial
New York
$1.52M -$78.1K -157 -5%
CCM
2043
Chilton Capital Management
Texas
$1.52M -$118K -237 -8%
IP
2044
Investment Partners
Ohio
$1.52M +$60.7K +122 +5%
EFL
2045
ERn Financial LLC
Wisconsin
$1.52M +$763K +1,535 +127%
VCAM
2046
Van Cleef Asset Management
Ohio
$1.51M – – –
TFG
2047
Taylor Financial Group
Virginia
$1.51M +$28.8K +58 +2%
JC
2048
Jentner Corp
Ohio
$1.51M – – –
CRI
2049
Colonial River Investments
Virginia
$1.51M +$31.8K +64 +2%
WH
2050
Willner & Heller
California
$1.51M -$50.7K -102 -4%
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