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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
2301
BFSG LLC
California
$202K +$185K +628 New
HWM
2302
HighMark Wealth Management
Minnesota
$202K – – –
KCM
2303
Kathmere Capital Management
Pennsylvania
$202K +$185K +628 New
FBC
2304
Fairfield, Bush & Co
Connecticut
$202K +$185K +628 New
SFS
2305
Shaker Financial Services
Virginia
$201K +$185K +626 New
HCA
2306
Horan Capital Advisors
Ohio
$201K +$184K +625 New
APC
2307
Asset Planning Corporation
Tennessee
$200K +$184K +624 New
WSCM
2308
Wellington Shields Capital Management
New York
$197K +$1.77K +6 +1%
MSFP
2309
Mark Sheptoff Financial Planning
Connecticut
$195K +$7.08K +24 +4%
RFA
2310
Register Financial Advisors
Georgia
$192K -$15.6K -53 -8%
NC
2311
NewSquare Capital
Pennsylvania
$192K +$41.6K +141 +31%
RCM
2312
Rain Capital Management
Oregon
$186K +$590 +2 +0.3%
SIS
2313
Strategic Investment Solutions
Illinois
$178K +$163K +554 New
AW
2314
Avion Wealth
Texas
$177K +$29.5K +100 +18%
EWP
2315
Elevation Wealth Partners
California
$174K +$160K +542 New
AFS
2316
Annapolis Financial Services
Maryland
$172K – – –
GBT
2317
Grove Bank & Trust
Florida
$169K – – –
IWP
2318
IAG Wealth Partners
Wisconsin
$168K +$8.85K +30 +6%
KFS
2319
Kelly Financial Services
Massachusetts
$168K +$2.65K +9 +2%
LPIC
2320
LeJeune Puetz Investment Counsel
Michigan
$164K – – –
MRCM
2321
M&R Capital Management
New Jersey
$160K -$13.3K -45 -8%
TCM
2322
TD Capital Management
Tennessee
$158K – – –
PFA
2323
Pathway Financial Advisers
Indiana
$155K +$10K +34 +8%
BAM
2324
Byrne Asset Management
New Jersey
$155K +$94.1K +319 +196%
M1FG
2325
Mach-1 Financial Group
Arkansas
$154K +$539K +1,828 +17%
91 92
93
94 95