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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2176
CWC Advisors
Oregon
$755K +$732K +1,546 New
PFM
2177
Peak Financial Management
Massachusetts
$754K – – –
SFP
2178
Strategic Financial Partners
Oregon
$752K -$9.46K -20 -1%
VWM
2179
Valley Wealth Managers
New Jersey
$751K +$27.4K +58 +4%
PG
2180
Patten Group
Tennessee
$751K +$23.2K +49 +3%
EFN
2181
Equita Financial Network
Pennsylvania
$751K +$20.8K +44 +3%
FFWM
2182
Future Financial Wealth Management
Ohio
$749K -$5.21K -11 -0.7%
WFS
2183
WealthGarden F.S.
California
$747K -$12.8K -27 -2%
TIAAOA
2184
Teachers Insurance & Annuity Association of America
New York
$747K +$724K +1,530 New
OC
2185
Oarsman Capital
Wisconsin
$746K +$256K +542 +55%
AG
2186
Ascent Group
Virginia
$745K -$3.79K -8 -0.5%
CM
2187
Crestline Management
Texas
$744K +$722K +1,525 New
WA
2188
Wealth Alliance
New York
$743K +$94.2K +199 +15%
IWP
2189
IAG Wealth Partners
Wisconsin
$740K +$14.2K +30 +2%
EFG
2190
Everhart Financial Group
Ohio
$733K +$340K +718 +92%
GC
2191
Gruss & Co
Florida
$732K -$946K -2,000 -57%
MHIC
2192
Marble Harbor Investment Counsel
Massachusetts
$730K – – –
LCM
2193
Liberty Capital Management
Michigan
$728K – – –
VP
2194
Verum Partners
North Carolina
$727K +$2.84K +6 +0.4%
CAM
2195
Carret Asset Management
New York
$726K – – –
OP
2196
ORG Partners
Indiana
$725K -$50.2K -106 -7%
TWG
2197
The Wealth Group
Minnesota
$723K +$4.73K +10 +0.7%
ZRP
2198
Zynergy Retirement Planning
New Jersey
$722K – – –
WP
2199
WealthShield Partners
North Carolina
$721K +$136K +288 +24%
PP
2200
PFS Partners
New Jersey
$720K -$16.6K -35 -2%
86 87
88
89 90