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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2126
Wealth Architects
California
$2.14M +$265K +385 +15%
CWP
2127
Core Wealth Partners
California
$2.13M -$283K -411 -12%
EFA
2128
Evernest Financial Advisors
Indiana
$2.12M – – –
SWP
2129
Stone Wealth Partners
Louisiana
$2.12M +$445K +647 +29%
BCM
2130
BlueCrest Capital Management
Jersey
$2.11M +$1.97M +2,869 New
ACM
2131
Avalon Capital Management
California
$2.11M +$333K +484 +20%
GPW
2132
Gentry Private Wealth
Kansas
$2.11M +$81.9K +119 +4%
EFL
2133
ERn Financial LLC
Wisconsin
$2.11M -$50.9K -74 -3%
FPH
2134
Financial Planning Hawaii
Hawaii
$2.1M +$256K +372 +15%
WCM
2135
Winebrenner Capital Management
Kentucky
$2.1M +$8.26K +12 +0.4%
W
2136
Wealthquest
Ohio
$2.09M +$321K +467 +20%
MWA
2137
Midland Wealth Advisors
Illinois
$2.09M -$53K -77 -3%
WA1
2138
Wimmer Associates 1
California
$2.09M – – –
AIM
2139
Axiom Investment Management
New York
$2.08M +$50.2K +73 +3%
SC
2140
Solstein Capital
California
$2.08M – – –
TPWA
2141
TRUE Private Wealth Advisors
Oregon
$2.08M -$64K -93 -3%
LNB
2142
Ledyard National Bank
$2.07M +$90.8K +132 +5%
CAS
2143
Coppell Advisory Solutions
Texas
$2.07M +$9.07M +13,180 New
EFG
2144
Everhart Financial Group
Ohio
$2.07M -$133K -194 -6%
FF
2145
Foronjy Financial
California
$2.07M +$291K +423 +18%
KWIA
2146
Kinetic Wealth Investment Advisors
Ohio
$2.07M +$1.93M +2,808 New
BA
2147
Blueline Advisors
New Hampshire
$2.07M +$35.8K +52 +2%
TF
2148
Tompkins Financial
New York
$2.07M +$67.4K +98 +4%
ES
2149
ETF Store
Kansas
$2.06M +$327K +475 +20%
GIA
2150
Gateway Investment Advisers
Ohio
$2.06M +$1.23M +1,789 +176%
84 85
86
87 88