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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
2026
Cape Investment Advisory
Georgia
$1.85M -$51K -84 -3%
JGIA
2027
Jackson Grant Investment Advisers
Connecticut
$1.85M +$608 +1 +0%
CWM
2028
Cahaba Wealth Management
Georgia
$1.85M +$402K +661 +26%
LCM
2029
Lazari Capital Management
California
$1.84M +$4.86K +8 +0.3%
HWA
2030
HHM Wealth Advisors
Tennessee
$1.83M +$256K +421 +15%
BFA
2031
Beaumont Financial Advisors
Massachusetts
$1.83M -$227K -374 -11%
HPC
2032
HM Payson & Co
Maine
$1.82M +$22.5K +37 +1%
OC
2033
Oakworth Capital
Alabama
$1.82M +$45.6K +75 +2%
TPI
2034
Trust Point Inc
Wisconsin
$1.82M -$1.82K -3 -0.1%
EPIME
2035
Evelyn Partners Investment Management (Europe)
$1.81M -$31.6K -52 -2%
DFG
2036
DiPaolo Financial Group
Florida
$1.81M +$651K +1,072 +52%
MC
2037
Mathes Company
New York
$1.81M -$45.6K -75 -2%
MWS
2038
MFA Wealth Services
California
$1.81M +$31.6K +52 +2%
SAI
2039
Systematic Alpha Investments
New Jersey
$1.81M – – –
RFN
2040
Redwood Financial Network
Ohio
$1.81M +$99K +163 +5%
WFM
2041
Wolff Financial Management
Michigan
$1.8M – – –
RFA
2042
Register Financial Advisors
Georgia
$1.8M +$408K +671 +27%
CWGL
2043
Cedrus Wealth Group LLC
Minnesota
$1.8M +$156K +256 +9%
SCM
2044
Shelton Capital Management
Colorado
$1.8M -$3.5M -5,768 -65%
FFG
2045
First Financial Group
North Carolina
$1.79M -$1.82K -3 -0.1%
FFC
2046
Frederick Financial Consultants
Maryland
$1.79M +$20.7K +34 +1%
BCG
2047
Bravias Capital Group
New Jersey
$1.79M -$386K -636 -17%
RCM
2048
Ridgepath Capital Management
Tennessee
$1.79M +$967K +1,592 +106%
ITIM
2049
Indiana Trust & Investment Management
Indiana
$1.79M -$42.5K -70 -2%
ACA
2050
Ascension Capital Advisors
Texas
$1.79M +$1.63M +2,678 +644%
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