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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2251
Lodestone Wealth Management
Washington
$532K -$11.6K -27 -2%
BMM
2252
Buffington Mohr McNeal
Idaho
$531K -$41.6K -97 -7%
TWM
2253
Thrive Wealth Management
Pennsylvania
$531K +$231K +538 +82%
OC
2254
Oarsman Capital
Wisconsin
$531K -$23.6K -55 -4%
BCFS
2255
Butensky & Cohen Financial Security
Florida
$531K -$44.6K -104 -8%
BFA
2256
Bill Few Associates
Pennsylvania
$527K +$11.1K +26 +2%
WF
2257
Whelan Financial
California
$527K +$429 +1 +0.1%
PSP
2258
Pacific Sage Partners
Washington
$526K
AIMA
2259
Ables Iannone Moore & Associates
Georgia
$525K -$6K -14 -1%
FCA
2260
FinTrust Capital Advisors
South Carolina
$523K -$43.3K -101 -8%
IRAG
2261
Investment Research & Advisory Group
Georgia
$523K +$31.3K +73 +7%
WFPG
2262
Waller Financial Planning Group
Ohio
$522K -$37.7K -88 -7%
SCA
2263
Stuart Chaussee & Associates
California
$521K +$429 +1 +0.1%
OFP
2264
OLIO Financial Planning
Virginia
$520K
YWS
2265
Yarger Wealth Strategies
Ohio
$519K
MPWT
2266
MassMutual Private Wealth & Trust
Connecticut
$519K -$27.4K -64 -5%
QIM
2267
Quest Investment Management
Oregon
$516K -$2.14K -5 -0.4%
AIP
2268
ARS Investment Partners
New York
$515K -$49.3K -115 -9%
BCM
2269
Brasada Capital Management
Texas
$515K
DI
2270
DDFG Inc
California
$514K -$9.43K -22 -2%
AWM
2271
Aries Wealth Management
Maine
$514K -$5.14K -12 -1%
SNB
2272
Security National Bank
Nebraska
$514K +$230K +536 +86%
PWP
2273
Precedent Wealth Partners
Texas
$514K +$21.4K +50 +5%
AA
2274
Auxano Advisors
Washington
$513K +$199K +465 +67%
1IA
2275
1834 Investment Advisors
Wisconsin
$513K