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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
4WM
2151
49 Wealth Management
Texas
$2.06M -$12.2M -17,751 -86%
A
2152
Alongside
Texas
$2.06M +$1.93M +2,801 New
BWM
2153
BKM Wealth Management
Wisconsin
$2.06M -$53.7K -78 -3%
QPW
2154
Quantum Private Wealth
Florida
$2.06M -$41.3K -60 -2%
CW
2155
Code Waechter
Florida
$2.05M +$6.19K +9 +0.3%
WE
2156
Wealth Effects
Massachusetts
$2.05M -$10.3K -15 -0.5%
SWA
2157
Strata Wealth Advisors
Texas
$2.04M +$351K +510 +23%
HCM
2158
Highview Capital Management
Illinois
$2.04M +$366K +532 +24%
IIM
2159
Ipswich Investment Management
Massachusetts
$2.04M – – –
TIA
2160
TCFG Investment Advisors
California
$2.03M +$20.6K +30 +1%
FSWA
2161
Financial Synergies Wealth Advisors
Texas
$2.03M -$118K -171 -6%
SAM
2162
Smith Asset Management
Florida
$2.02M +$610K +886 +48%
LC
2163
Lavaca Capital
Texas
$2.02M -$1.59M -2,309 -46%
TCWA
2164
Turtle Creek Wealth Advisors
Texas
$2.02M -$68.8K -100 -4%
TIA
2165
Traphagen Investment Advisors
New Jersey
$2.01M -$162K -236 -8%
CFP
2166
Comprehensive Financial Planning
Pennsylvania
$2.01M -$9.63K -14 -0.5%
PCM
2167
Passive Capital Management
Maryland
$2.01M – – –
WH
2168
Willner & Heller
California
$2.01M -$22.7K -33 -1%
BWM
2169
Birchcreek Wealth Management
Ohio
$2M -$8.26K -12 -0.4%
VCAM
2170
Van Cleef Asset Management
Ohio
$2M +$51.6K +75 +3%
JFGIW
2171
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2M -$125K -182 -6%
ZBNA
2172
Zions Bancorporation, National Association
Utah
$2M -$177K -257 -9%
HVIA
2173
Hudson Valley Investment Advisors
New York
$2M -$6.88K -10 -0.4%
TWPM
2174
Total Wealth Planning & Management
Florida
$1.99M +$26.8K +39 +1%
PPC
2175
Pennington Partners & Co
Maryland
$1.99M +$2.06K +3 +0.1%