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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
2151
Zullo Investment Group
Pennsylvania
$246K +$239K +618 New
MPW
2152
MA Private Wealth
California
$246K +$239K +619 New
BAM
2153
Barrett Asset Management
New York
$245K +$1.93K +5 +0.8%
ISWM
2154
Independent Solutions Wealth Management
New York
$244K +$3.09K +8 +1%
CAC
2155
Core Alternative Capital
Georgia
$244K +$42.5K +110 +22%
WWM
2156
Windsor Wealth Management
Indiana
$244K +$237K +615 New
BRA
2157
Biechele Royce Advisors
Indiana
$243K -$32.8K -85 -12%
IA
2158
IFS Advisors
Kansas
$243K -$7.72K -20 -3%
SFG
2159
Synergy Financial Group
California
$243K +$235K +610 New
WBCM
2160
Wilson & Boucher Capital Management
California
$243K +$236K +611 New
SPA
2161
Sentinel Pension Advisors
Massachusetts
$243K +$236K +612 New
SPP
2162
Single Point Partners
Massachusetts
$242K +$234K +607 New
BFM
2163
Broadview Financial Management
Wisconsin
$241K +$772 +2 +0.3%
EWM
2164
Evermay Wealth Management
Virginia
$239K -$20.1K -52 -8%
BMO
2165
Beck Mack & Oliver
New York
$239K – – –
LIM
2166
Loudon Investment Management
New Hampshire
$239K – – –
OWM
2167
Orgel Wealth Management
Wisconsin
$239K – – –
WAOTB
2168
Wealth Advisors of Tampa Bay
Florida
$239K +$232K +600 New
APC
2169
Asset Planning Corporation
Tennessee
$239K +$232K +601 New
VNA
2170
Valley National Advisers
Pennsylvania
$238K +$18.5K +48 +9%
CPA
2171
Clear Perspective Advisors
Illinois
$237K -$86.9K -225 -27%
FWM
2172
FSA Wealth Management
Massachusetts
$237K +$386 +1 +0.2%
ACA
2173
Anchor Capital Advisors
Massachusetts
$237K +$230K +596 New
AC
2174
Applied Capital
Arkansas
$236K -$285K -739 -56%
RFWA
2175
RPg Family Wealth Advisory
Massachusetts
$236K – – –
85 86
87
88 89