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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
2076
Pinnacle Wealth Planning Services
Ohio
$883K +$312K +660 +57%
WHCFA
2077
William Howard & Co Financial Advisors
Tennessee
$882K +$120K +253 +16%
MFP
2078
Meridian Financial Partners
Virginia
$882K +$856K +1,808 New
LTI
2079
Laffer Tengler Investments
Tennessee
$880K – – –
WIA
2080
Wetzel Investment Advisors
Indiana
$879K -$186K -393 -18%
CWP
2081
Concord Wealth Partners
Virginia
$877K +$119K +251 +16%
ACM
2082
Avalon Capital Management
California
$877K -$17.5K -37 -2%
DSC
2083
Duncker Streett & Co
Missouri
$875K – – –
TIAM2
2084
Tru Independence Asset Management 2
Oregon
$872K +$846K +1,787 New
MIM
2085
Merrion Investment Management
New Jersey
$872K – – –
GJWM
2086
Gilliland Jeter Wealth Management
Arkansas
$869K +$36.9K +78 +5%
EIA
2087
Eastover Investment Advisors
North Carolina
$868K – – –
ISB
2088
Iowa State Bank
Iowa
$866K -$613K -1,296 -42%
AWAG
2089
ARS Wealth Advisors Group
Florida
$863K +$14.7K +31 +2%
JSC
2090
Jackson Square Capital
California
$861K -$105K -222 -11%
EA
2091
Ergawealth Advisors
Illinois
$859K +$6.15K +13 +0.7%
CT
2092
Colonial Trust
South Carolina
$859K +$100K +212 +14%
TA
2093
TFG Advisers
Michigan
$856K +$45.4K +96 +6%
COCM
2094
Charter Oak Capital Management
New Hampshire
$854K +$56.3K +119 +7%
SHJ
2095
Sharkey, Howes & Javer
Colorado
$853K +$25.1K +53 +3%
TWP
2096
TFO Wealth Partners
Ohio
$852K – – –
GL
2097
Graypoint LLC
New York
$851K +$47.8K +101 +6%
RWM
2098
Rockwood Wealth Management
Pennsylvania
$850K +$946 +2 +0.1%
MCM
2099
McDonough Capital Management
Florida
$844K -$1.89K -4 -0.2%
CWS
2100
Confluence Wealth Services
Pennsylvania
$843K +$8.52K +18 +1%
82 83
84
85 86