We are live on ! Find out more
QQQ icon

Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
2076
Peak Financial Management
Massachusetts
$717K -$70.3K -164 -9%
TWP
2077
Total Wealth Planning
Ohio
$715K -$41.2K -96 -6%
RFMS
2078
RWQ Financial Management Services
Florida
$715K -$1.72K -4 -0.2%
CPG
2079
Custom Portfolio Group
Colorado
$714K +$231K +539 +50%
TDC
2080
Thompson Davis & Co
Virginia
$714K +$429 +1 +0.1%
CIC
2081
Cutler Investment Counsel
Oregon
$713K -$10.7K -25 -2%
BCM
2082
Basso Capital Management
Connecticut
$711K +$107K +250 +18%
DW
2083
Durante & Waters
New York
$710K – – –
ACM
2084
Arlington Capital Management
Illinois
$707K -$290K -677 -30%
FBT
2085
First Bankers Trust
Kentucky
$706K +$401K +935 +143%
AG
2086
Ascent Group
Virginia
$704K +$171K +399 +34%
EWA
2087
Encompass Wealth Advisors
Oregon
$702K +$85.8K +200 +14%
AT
2088
Arlington Trust
Alabama
$702K -$623K -1,454 -48%
MC
2089
Miramar Capital
Illinois
$701K +$7.29K +17 +1%
LAS
2090
Lloyd Advisory Services
Georgia
$699K +$675K +1,575 New
SFG
2091
Synergy Financial Group
California
$698K +$858 +2 +0.1%
WPC
2092
White Pine Capital
Minnesota
$697K +$1.72K +4 +0.2%
SCA
2093
Stonebridge Capital Advisors
Minnesota
$696K +$435K +1,015 +183%
FPWM
2094
FSB Premier Wealth Management
Iowa
$695K +$21K +49 +3%
EA
2095
Ergawealth Advisors
Illinois
$695K +$32.2K +75 +5%
SFP
2096
Strategic Financial Partners
Oregon
$693K +$220K +512 +49%
JGIA
2097
Jackson Grant Investment Advisers
Connecticut
$689K – – –
CT
2098
Colonial Trust
South Carolina
$687K +$47.2K +110 +8%
RFWA
2099
RPg Family Wealth Advisory
Massachusetts
$687K – – –
FL
2100
FreeGulliver LLC
Louisiana
$685K +$662K +1,543 New
82 83
84
85 86