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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
BBL
2301
Beck Bode LLC
Massachusetts
$250K +$673 +2 +0.3%
4WM
2302
4J Wealth Management
Virginia
$250K – – –
CWM
2303
Curi Wealth Management
North Carolina
$250K +$1.35K +4 +0.6%
AHC
2304
Adell Harriman & Carpenter
Texas
$250K -$43.4K -129 -16%
BONH
2305
Bank of New Hampshire
New Hampshire
$250K – – –
BHWM
2306
Beaird Harris Wealth Management
Texas
$249K – – –
FM
2307
Foster & Motley
Ohio
$248K +$337 +1 +0.1%
PWA
2308
Primoris Wealth Advisors
Florida
$248K +$5.39K +16 +2%
GA
2309
Greenspring Advisors
Maryland
$248K +$226K +671 New
OAM
2310
Occidental Asset Management
California
$248K -$793K -2,356 -78%
BCCM
2311
Bridge Creek Capital Management
Massachusetts
$247K -$1.01K -3 -0.4%
IWP
2312
IAG Wealth Partners
Wisconsin
$247K +$48.5K +144 +27%
VF
2313
Vawter Financial
Ohio
$247K – – –
TWM
2314
Thrive Wealth Management
Pennsylvania
$246K – – –
EFM
2315
E Fund Management
China
$246K +$225K +667 New
EFMH
2316
E Fund Management (HK)
Hong Kong
$246K +$225K +667 New
ECM
2317
EagleClaw Capital Management
Massachusetts
$246K -$19.5K -58 -8%
MGIA
2318
Matthew Goff Investment Advisor
Texas
$244K – – –
FBFS
2319
First Business Financial Services
Wisconsin
$243K – – –
ATWA
2320
Arbor Trust Wealth Advisors
Michigan
$243K -$6.73K -20 -3%
TFF
2321
The Family Firm
Maryland
$243K +$337 +1 +0.2%
FBT
2322
First Bankers Trust
Kentucky
$242K – – –
MSFP
2323
Mark Sheptoff Financial Planning
Connecticut
$242K +$15.1K +45 +7%
VFG
2324
V2 Financial group
Illinois
$240K – – –
LIM
2325
Loudon Investment Management
New Hampshire
$240K +$219K +650 New
91 92
93
94 95