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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
2226
Naviter Wealth
Arkansas
$602K +$165K +366 +41%
WFA
2227
WestHill Financial Advisors
California
$602K -$2.25K -5 -0.4%
GB
2228
Goepper Burkhardt
South Carolina
$601K – – –
TCM
2229
Tandem Capital Management
New Jersey
$599K +$76.5K +170 +16%
FNB
2230
Farmers National Bank
Kentucky
$597K -$6.75K -15 -1%
RWS
2231
Resolute Wealth Strategies
Mississippi
$597K +$900 +2 +0.2%
CGF
2232
Constant Guidance Financial
Massachusetts
$596K -$66.6K -148 -11%
NA
2233
Navellier & Associates
Nevada
$596K +$559K +1,244 New
VC
2234
Vestor Capital
Illinois
$595K -$10.8K -24 -2%
SWA
2235
Strata Wealth Advisors
Texas
$594K – – –
IFA
2236
Index Fund Advisors
California
$593K +$90K +200 +19%
DF
2237
Dunhill Financial
United Kingdom
$592K -$630K -1,400 -53%
CC
2238
Cornerstone Capital
California
$592K +$555K +1,235 New
RDIA
2239
RE Dickinson Investment Advisors
Iowa
$592K +$80.1K +178 +17%
LWM
2240
Lodestone Wealth Management
Washington
$591K +$16.2K +36 +3%
AGM
2241
Alpine Global Management
New York
$591K +$555K +1,233 New
EM
2242
Excalibur Management
Massachusetts
$590K +$450 +1 +0.1%
ZIG
2243
Zullo Investment Group
Pennsylvania
$589K – – –
TWM
2244
Thrive Wealth Management
Pennsylvania
$587K +$13.5K +30 +3%
BFA
2245
Bill Few Associates
Pennsylvania
$587K +$16.6K +37 +3%
GPA
2246
Guidance Point Advisors
Massachusetts
$587K +$1.8K +4 +0.3%
SWMP
2247
Signature Wealth Management Partners
New Jersey
$584K +$46.8K +104 +9%
IIM
2248
InTrack Investment Management
Vermont
$582K – – –
ICM
2249
IMS Capital Management
Oregon
$582K +$4.95K +11 +0.9%
IC
2250
Iconiq Capital
California
$580K +$900 +2 +0.2%
88 89
90
91 92