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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
2101
Trinity Financial Advisors
Ohio
$253K -$2.85M -8,034 -92%
GLLW
2102
Graves Light Lenhart Wealth
Virginia
$253K -$21.3K -60 -8%
4WM
2103
4J Wealth Management
Virginia
$251K – – –
SIMM
2104
Stillwater Investment Management (Minnesota)
Minnesota
$251K – – –
CHA
2105
Cooper/Haims Advisors
New York
$249K -$4.62K -13 -2%
BPFA
2106
Barnes Pettey Financial Advisors
Mississippi
$249K +$47.6K +134 +24%
WSC
2107
Wellington Shields & Co
New York
$249K +$244K +687 New
SAMT
2108
Select Asset Management & Trust
Pennsylvania
$248K +$243K +685 New
RIM
2109
Regent Investment Management
Kentucky
$247K – – –
WBCM
2110
Wilson & Boucher Capital Management
California
$247K +$24.9K +70 +11%
GHA
2111
GW Henssler & Associates
Georgia
$246K -$7.46K -21 -3%
SIS
2112
SVB Investment Services
Utah
$246K -$355 -1 -0.1%
TCM
2113
Tuttle Capital Management
Connecticut
$246K +$241K +678 New
BONH
2114
Bank of New Hampshire
New Hampshire
$245K -$17.8K -50 -7%
VCS
2115
Vaughan & Co Securities
New Jersey
$245K – – –
KWM
2116
Kolinsky Wealth Management
New Jersey
$245K +$7.81K +22 +3%
MTIC
2117
Missouri Trust & Investment Company
Missouri
$242K -$3.2K -9 -1%
GL
2118
Graypoint LLC
New York
$241K -$710 -2 -0.3%
TF
2119
Theory Financial
Colorado
$241K – – –
CF
2120
Clarity Financial
Texas
$241K +$236K +665 New
HFA
2121
HC Financial Advisors
California
$240K +$1.42K +4 +0.6%
MGAM
2122
McGowan Group Asset Management
Texas
$238K -$710 -2 -0.3%
FBT
2123
First Bankers Trust
Kentucky
$238K – – –
FBFS
2124
First Business Financial Services
Wisconsin
$238K – – –
VFIC
2125
Valley Forge Investment Consultants
Pennsylvania
$238K +$3.55K +10 +2%
83 84
85
86 87