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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2126
Kolinsky Wealth Management
New Jersey
$259K +$252K +652 New
OWA
2127
Opal Wealth Advisors
New York
$258K +$251K +649 New
VFIC
2128
Valley Forge Investment Consultants
Pennsylvania
$257K -$12K -31 -5%
LWP
2129
Lumature Wealth Partners
Georgia
$257K – – –
FSWA
2130
Financial Synergies Wealth Advisors
Texas
$257K +$249K +645 New
KIG
2131
Kowal Investment Group
Wisconsin
$256K -$102K -263 -29%
SPAS
2132
Spectrum Planning & Advisory Services
California
$256K +$249K +644 New
BIM
2133
Bridgecreek Investment Management
Oklahoma
$255K – – –
CCA
2134
Cadent Capital Advisors
Oklahoma
$255K +$386 +1 +0.2%
AMIM
2135
Aull & Monroe Investment Management
Alabama
$253K – – –
BA
2136
Baugh & Associates
Georgia
$253K – – –
CMP
2137
Courage Miller Partners
Virginia
$253K – – –
GCP
2138
GSA Capital Partners
United Kingdom
$252K -$600K -1,555 -71%
CA
2139
Centerpoint Advisors
Massachusetts
$251K – – –
EL
2140
Essex LLC
Illinois
$251K +$772 +2 +0.3%
SIM
2141
Sadoff Investment Management
Wisconsin
$251K +$244K +631 New
SRSA
2142
S.R. Schill & Associates
Washington
$250K -$100K -259 -29%
TA
2143
TFG Advisers
Michigan
$250K +$5.41K +14 +2%
GPA
2144
Garrison Point Advisors
California
$249K – – –
HCA
2145
Horan Capital Advisors
Ohio
$249K – – –
STAS
2146
Strong Tower Advisory Services
Minnesota
$249K – – –
MA
2147
Mosaic Advisors
Texas
$249K +$241K +625 New
WF
2148
WoodTrust Financial
Wisconsin
$247K – – –
SNB
2149
Security National Bank
Nebraska
$247K +$240K +621 New
CFFP
2150
Center for Financial Planning
Michigan
$246K -$15.1K -39 -6%
84 85
86
87 88