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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
OW
2326
Olistico Wealth
Oklahoma
$241K -$4.45K -12 -2%
GA
2327
Greenspring Advisors
Maryland
$240K
OAM
2328
Occidental Asset Management
California
$240K
GJIA
2329
Glass Jacobson Investment Advisors
Maryland
$240K +$34.1K +92 +16%
ECM
2330
EagleClaw Capital Management
Massachusetts
$238K
SEM
2331
Suncoast Equity Management
Florida
$238K +$247K +665 New
WBCM
2332
Wilson & Boucher Capital Management
California
$237K -$9.27K -25 -4%
MGIA
2333
Matthew Goff Investment Advisor
Texas
$237K
MCM
2334
Mengis Capital Management
Oregon
$236K +$245K +660 New
EWM
2335
Endowment Wealth Management
Wisconsin
$236K +$9.64K +26 +4%
TWM
2336
Thrive Wealth Management
Pennsylvania
$236K -$2.97K -8 -1%
Legacy Financial Group (Iowa)
2337
Legacy Financial Group (Iowa)
Iowa
$236K +$244K +658 New
TFF
2338
The Family Firm
Maryland
$235K
CBT
2339
CoreFirst Bank & Trust
Kansas
$235K +$136K +366 +126%
W
2340
WorthPointe
California
$235K -$1.2M -3,238 -83%
MSFP
2341
Mark Sheptoff Financial Planning
Connecticut
$234K
1WM
2342
1900 Wealth Management
Texas
$234K +$243K +654 New
LIM
2343
Loudon Investment Management
New Hampshire
$233K
VFG
2344
V2 Financial group
Illinois
$233K
BCCM
2345
Bridge Creek Capital Management
Massachusetts
$232K -$7.42K -20 -3%
AFIA
2346
America First Investment Advisors
Nebraska
$232K
BF
2347
Brooklyn FI
New York
$232K -$98.6K -266 -29%
BWM
2348
Bulltick Wealth Management
Florida
$231K +$239K +645 New
RWA
2349
Rooted Wealth Advisors
Illinois
$231K +$222K +598 New
LWM
2350
Ledge Wealth Management
Minnesota
$230K