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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
2176
Naviter Wealth
Arkansas
$321K +$292K +868 New
JCM
2177
Jag Capital Management
Missouri
$320K -$43.8K -130 -13%
TF
2178
TimeScale Financial
Massachusetts
$320K +$337 +1 +0.1%
SP
2179
Successful Portfolios
Florida
$320K -$16.8K -50 -5%
SHGA
2180
Sand Hill Global Advisors
California
$320K -$8.08K -24 -3%
WMA
2181
West Michigan Advisors
Michigan
$320K -$6.4K -19 -2%
NSAM
2182
North Star Asset Management
Wisconsin
$318K – – –
SCM
2183
SCS Capital Management
Massachusetts
$318K – – –
HIG
2184
Heritage Investment Group
Florida
$318K – – –
FFA
2185
Fortune Financial Advisors
Kansas
$318K +$290K +861 New
CTA
2186
Colonial Trust Advisors
South Carolina
$318K -$33.7K -100 -10%
WCM
2187
Whitener Capital Management
North Carolina
$315K -$15.5K -46 -5%
EA
2188
Ergawealth Advisors
Illinois
$315K +$287K +852 New
WW
2189
Waterfront Wealth
Kansas
$313K -$63.6K -189 -19%
TCMP
2190
Thrive Capital Management (Pennsylvania)
Pennsylvania
$313K +$285K +848 New
CWP
2191
Cyndeo Wealth Partners
Florida
$313K – – –
PWG
2192
Private Wealth Group
Florida
$312K – – –
EFG
2193
Ethos Financial Group
Pennsylvania
$310K – – –
OCG
2194
Opus Capital Group
Ohio
$310K – – –
DFG
2195
Demars Financial Group
Washington
$308K -$6.73K -20 -2%
MWPCG
2196
Measured Wealth Private Client Group
New Hampshire
$308K -$370K -1,099 -57%
AIA
2197
AIMZ Investment Advisors
California
$306K +$337 +1 +0.1%
OFS
2198
Oldfather Financial Services
Nebraska
$305K +$337 +1 +0.1%
EW
2199
Element Wealth
Mississippi
$305K +$126K +374 +83%
CCG
2200
Ceeto Capital Group
Florida
$305K – – –
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