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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
2076
Clear Harbor Asset Management
Connecticut
$1.14M +$57.9K +114 +5%
CWG
2077
Crown Wealth Group
North Carolina
$1.14M -$547K -1,076 -31%
PCMF
2078
Private Capital Management (Florida)
Florida
$1.13M -$43.7K -86 -3%
JFG
2079
JDM Financial Group
Texas
$1.13M +$26.9K +53 +2%
DAL
2080
Delta Accumulation LLC
California
$1.13M +$1.52K +3 +0.1%
HPM
2081
Hoxton Planning & Management
West Virginia
$1.13M +$695K +1,368 +132%
W
2082
Wealthquest
Ohio
$1.12M -$17.8K -35 -1%
MWM
2083
Mascagni Wealth Management
Mississippi
$1.12M – – –
MCM
2084
Maple Capital Management
Vermont
$1.12M – – –
BFA
2085
Beacon Financial Advisory
Ohio
$1.12M +$454K +894 +60%
3AM
2086
3EDGE Asset Management
Florida
$1.12M +$278K +547 +30%
BCM
2087
BluePath Capital Management
Georgia
$1.11M -$202K -397 -14%
TM
2088
TigerOak Management
New Mexico
$1.11M – – –
EAM
2089
Empirical Asset Management
Massachusetts
$1.11M +$412K +810 +52%
SCA
2090
Sulzberger Capital Advisors
Florida
$1.11M -$666K -1,310 -36%
IAG
2091
Ipsen Advisor Group
Arkansas
$1.11M -$365K -719 -23%
WRPWM
2092
Werba Rubin Papier Wealth Management
California
$1.11M +$6.61K +13 +0.6%
CCG
2093
Catalina Capital Group
California
$1.1M -$357K -703 -23%
SIAP
2094
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.1M +$5.08K +10 +0.4%
CCAL
2095
City Center Advisors LLC
Michigan
$1.1M +$131K +257 +12%
HWA
2096
Heritage Wealth Architects
Minnesota
$1.1M +$1.19M +2,344 New
OFS
2097
OneAscent Financial Services
Alabama
$1.1M -$1.71M -3,362 -59%
LAM
2098
Lewis Asset Management
California
$1.1M -$5.59K -11 -0.5%
AWA
2099
Aaron Wealth Advisors
Illinois
$1.09M -$26.9K -53 -2%
JAM
2100
JCIC Asset Management
Ontario, Canada
$1.09M – – –
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84
85 86