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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
GLR
2351
Great Lakes Retirement
Ohio
$821K -$3.01M -5,948 -79%
DWM
2352
Drive Wealth Management
Utah
$819K +$23.8K +47 +3%
SWP
2353
Significant Wealth Partners
Illinois
$819K +$69.3K +137 +9%
AWM
2354
Angeles Wealth Management
California
$817K -$252K -499 -24%
VNA
2355
Valley National Advisers
Pennsylvania
$816K -$7.08K -14 -0.9%
DCM
2356
DGS Capital Management
New Jersey
$816K -$201K -398 -20%
IP
2357
Intellectus Partners
California
$816K +$23.3K +46 +3%
GPWM
2358
Grant Private Wealth Management
California
$815K +$807K +1,595 New
FFP
2359
Freedom Financial Partners
Minnesota
$814K +$805K +1,592 New
TWG
2360
The Wealth Group
Minnesota
$810K +$51.6K +102 +7%
FCAS
2361
First Command Advisory Services
Texas
$809K -$122K -242 -13%
AT
2362
Arlington Trust
Alabama
$809K
FPWM
2363
FSB Premier Wealth Management
Iowa
$808K -$16.2K -32 -2%
MGWM
2364
Marks Group Wealth Management
Minnesota
$806K +$119K +236 +18%
CSIC
2365
Clifford Swan Investment Counsel
California
$805K -$20.2K -40 -2%
PFM
2366
Peak Financial Management
Massachusetts
$805K +$14.7K +29 +2%
XWM
2367
Xcel Wealth Management
Florida
$804K
EAM
2368
Empirical Asset Management
Massachusetts
$801K +$142K +280 +22%
MPW
2369
MGO Private Wealth
California
$799K +$59.2K +117 +8%
BFA
2370
Brendel Financial Advisors
New Hampshire
$798K -$17.2K -34 -2%
TWP
2371
Triad Wealth Partners
Kansas
$796K +$787K +1,556 New
SFP
2372
Strategic Financial Partners
Oregon
$789K +$506 +1 +0.1%
FSWA
2373
Financial Synergies Wealth Advisors
Texas
$788K +$241K +477 +45%
FFWM
2374
Future Financial Wealth Management
Ohio
$788K +$2.53K +5 +0.3%
NC
2375
NewSquare Capital
Pennsylvania
$786K +$778K +1,538 New