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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2101
Carlson Capital Management
Minnesota
$752K +$19.8K +44 +3%
TBNY
2102
Trustco Bank (New York)
New York
$751K +$142K +316 +25%
SFG
2103
Synergy Financial Group
California
$751K -$2.25K -5 -0.3%
PPC
2104
Park Place Capital
Alabama
$751K +$34.2K +76 +5%
SFP
2105
Strategic Financial Partners
Oregon
$748K – – –
CIA
2106
Compass Ion Advisors
Pennsylvania
$747K – – –
CWP
2107
Cyndeo Wealth Partners
Florida
$747K +$240K +534 +52%
WFS
2108
WealthGarden F.S.
California
$746K +$700K +1,557 New
WHCFA
2109
William Howard & Co Financial Advisors
Tennessee
$744K +$156K +346 +29%
JGIA
2110
Jackson Grant Investment Advisers
Connecticut
$744K +$900 +2 +0.1%
PCMH
2111
Polymer Capital Management (HK)
Hong Kong
$743K +$697K +1,550 New
CT
2112
Colonial Trust
South Carolina
$742K +$450 +1 +0.1%
FFWM
2113
Future Financial Wealth Management
Ohio
$741K -$270K -600 -28%
CWP
2114
Concord Wealth Partners
Virginia
$741K -$114K -253 -14%
PFM
2115
Peak Financial Management
Massachusetts
$741K -$31.5K -70 -4%
ACA
2116
Aspire Capital Advisors
Washington
$740K +$247K +549 +55%
IP
2117
Intellectus Partners
California
$740K +$5.85K +13 +0.8%
C
2118
CEDRUS
Colorado
$738K +$41.4K +92 +6%
BWM
2119
BigSur Wealth Management
Florida
$737K +$90K +200 +15%
SJGA
2120
Stephen J. Garry & Associates
New York
$736K – – –
SWM
2121
SilverOak Wealth Management
Minnesota
$736K -$159K -354 -19%
AG
2122
Ascent Group
Virginia
$736K -$22.5K -50 -3%
EL
2123
EWA LLC
Pennsylvania
$736K +$33.3K +74 +5%
PAWA
2124
Palo Alto Wealth Advisors
California
$734K +$216K +481 +46%
KIG
2125
Kowal Investment Group
Wisconsin
$726K +$1.8K +4 +0.3%
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85
86 87