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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
2051
Aspiriant LLC
California
$265K -$322K -1,163 -54%
MRWM
2052
ML&R Wealth Management
Texas
$265K +$2.21K +8 +0.8%
SM
2053
Sensible Money
Arizona
$264K +$274K +992 New
EPWM
2054
Essex Private Wealth Management
Massachusetts
$263K – – –
WW
2055
Waterfront Wealth
Kansas
$262K +$6.36K +23 +3%
EWA
2056
Encompass Wealth Advisors
Oregon
$261K +$277 +1 +0.1%
HFM
2057
Hartford Financial Management
Connecticut
$261K -$148K -537 -35%
OFG
2058
Orcam Financial Group
California
$261K -$277 -1 -0.1%
VAS
2059
Valicenti Advisory Services
New York
$261K +$55.3K +200 +26%
GCA
2060
Gradient Capital Advisors
California
$259K – – –
WW
2061
Westshore Wealth
California
$259K +$269K +974 New
MIC
2062
Means Investment Company
Maine
$259K -$147K -533 -35%
DFG
2063
Demars Financial Group
Washington
$258K -$48.9K -177 -15%
HAS
2064
Holland Advisory Services
Florida
$258K – – –
RCM
2065
Requisite Capital Management
Texas
$258K -$107K -387 -29%
ODFS
2066
O'Donnell Financial Services
California
$257K -$8.3K -30 -3%
DI
2067
Diligent Investors
California
$257K – – –
SAM
2068
Sawgrass Asset Management
Florida
$256K +$1.38K +5 +0.5%
HNWAG
2069
High Net Worth Advisory Group
Florida
$255K -$1.11K -4 -0.4%
MPW
2070
MA Private Wealth
California
$255K +$265K +958 New
ACM
2071
Armbruster Capital Management
New York
$255K – – –
PAMG
2072
Patton Albertson Miller Group
Tennessee
$255K -$13.8K -50 -5%
ML
2073
Mayport LLC
Massachusetts
$254K – – –
I
2074
INVST
Indiana
$254K -$142K -513 -37%
RIM
2075
Rockbridge Investment Management
New York
$254K -$97.6K -353 -27%
81 82
83
84 85