We are live on ! Find out more
QQQ icon

Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
2301
Summit Wealth & Retirement Planning
California
$524K – – –
JWWM
2302
Johnson & White Wealth Management
Pennsylvania
$522K -$450 -1 -0.1%
LW
2303
Libra Wealth
California
$521K – – –
RFP
2304
RCS Financial Planning
Maryland
$520K +$487K +1,083 New
BBA
2305
Braun-Bostich & Associates
Pennsylvania
$519K -$1.34M -2,974 -73%
MCM
2306
Mainstay Capital Management
Michigan
$519K -$183K -408 -27%
M
2307
MOTCO
Texas
$518K +$228K +508 +89%
CUAMC
2308
China Universal Asset Management Company
China
$518K +$486K +1,080 New
HC
2309
Hamilton Capital
Ohio
$518K -$4.95K -11 -1%
HAS
2310
Holland Advisory Services
Florida
$518K +$47.7K +106 +11%
CHAM
2311
Clear Harbor Asset Management
Connecticut
$518K +$18.4K +41 +4%
RIP
2312
RAM Investment Partners
Washington
$518K +$206K +457 +73%
FWM
2313
Fairhaven Wealth Management
Illinois
$517K -$2.25K -5 -0.5%
OCPWS
2314
One Charles Private Wealth Services
Massachusetts
$516K -$174K -386 -26%
OFP
2315
OLIO Financial Planning
Virginia
$515K -$5.4K -12 -0.9%
MIM
2316
MTM Investment Management
South Carolina
$515K – – –
FZCM
2317
Flynn Zito Capital Management
New York
$515K -$33.7K -75 -7%
FSWA
2318
Financial Synergies Wealth Advisors
Texas
$514K +$40.9K +91 +9%
RWM
2319
Raffa Wealth Management
District of Columbia
$514K +$450 +1 +0.1%
AFM
2320
Abbot Financial Management
Massachusetts
$513K – – –
GC
2321
Gibson Capital
Pennsylvania
$512K – – –
LT
2322
Legacy Trust
Michigan
$512K – – –
RIM
2323
RW Investment Management
Idaho
$512K +$1.8K +4 +0.4%
BWM
2324
Brickley Wealth Management
California
$510K – – –
BFA
2325
Bragg Financial Advisors
North Carolina
$510K +$65.2K +145 +16%
91 92
93
94 95