We are live on ! Find out more
QQQ icon

Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2076
Highview Capital Management
Illinois
$636K +$55.4K +146 +10%
SRC
2077
Shufro Rose & Co
New York
$636K -$72.9K -192 -10%
JGIA
2078
Jackson Grant Investment Advisers
Connecticut
$635K +$70.2K +185 +14%
MIM
2079
Moseley Investment Management
Florida
$634K +$86.9K +229 +17%
RFWA
2080
RPg Family Wealth Advisory
Massachusetts
$633K – – –
AWA
2081
Archvest Wealth Advisors
California
$632K -$136K -357 -19%
SJGA
2082
Stephen J. Garry & Associates
New York
$629K +$583K +1,537 New
VP
2083
Verum Partners
North Carolina
$629K -$19.7K -52 -3%
DIS
2084
Diversified Investment Strategies
Louisiana
$629K -$42.9K -113 -7%
MF
2085
Montis Financial
Massachusetts
$627K +$155K +409 +36%
SFG
2086
Sage Financial Group
Pennsylvania
$626K +$209K +551 +56%
WAS
2087
WESPAC Advisors SoCal
California
$626K +$3.8K +10 +0.7%
EL
2088
EWA LLC
Pennsylvania
$623K +$2.28K +6 +0.4%
FPWM
2089
FSB Premier Wealth Management
Iowa
$621K +$15.6K +41 +3%
ZAM
2090
Zevin Asset Management
Massachusetts
$617K +$3.04K +8 +0.5%
ASGS
2091
Alpha Square Group S
New York
$614K – – –
SCA
2092
Sassicaia Capital Advisers
New York
$614K +$569K +1,500 New
EFN
2093
Equita Financial Network
Pennsylvania
$613K +$81.2K +214 +17%
MAM
2094
Marquette Asset Management
Minnesota
$611K – – –
C1AG
2095
Client 1st Advisory Group
Florida
$611K +$341K +899 +152%
EA
2096
Ergawealth Advisors
Illinois
$610K +$21.6K +57 +4%
CAM
2097
Carret Asset Management
New York
$609K – – –
SWM
2098
SFG Wealth Management
Maryland
$609K +$207K +545 +58%
PWLP
2099
Prio Wealth Limited Partnership
Massachusetts
$607K +$20.1K +53 +4%
BWM
2100
Boyd Wealth Management
California
$604K -$380 -1 -0.1%
82 83
84
85 86