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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
2376
Farmers & Merchants Investments Inc
Nebraska
$524K -$126K -266 -20%
WFPG
2377
Waller Financial Planning Group
Ohio
$523K -$11.4K -24 -2%
AFM
2378
Abbot Financial Management
Massachusetts
$523K – – –
WTB
2379
Washington Trust Bank
Washington
$522K +$225K +476 +80%
GC
2380
Gibson Capital
Pennsylvania
$522K – – –
LT
2381
Legacy Trust
Michigan
$522K – – –
RIM
2382
RW Investment Management
Idaho
$522K – – –
PAWA
2383
Palo Alto Wealth Advisors
California
$522K -$227K -479 -31%
OFP
2384
OLIO Financial Planning
Virginia
$520K +$5.68K +12 +1%
BWM
2385
Brickley Wealth Management
California
$520K – – –
FSWA
2386
Financial Synergies Wealth Advisors
Texas
$520K -$4.26K -9 -0.8%
DMIC
2387
Dixon Mitchell Investment Counsel
British Columbia, Canada
$519K – – –
RFP
2388
RCS Financial Planning
Maryland
$518K -$9.94K -21 -2%
JWWM
2389
Johnson & White Wealth Management
Pennsylvania
$518K -$13.7K -29 -3%
DI
2390
Diligent Investors
California
$517K -$58.2K -123 -10%
DCM
2391
Donaldson Capital Management
Indiana
$512K -$53K -112 -10%
SR
2392
Syntax Research
Florida
$512K +$473 +1 +0.1%
SFS
2393
Summit Financial Strategies
Ohio
$512K +$19.4K +41 +4%
HCMT
2394
Highland Capital Management (Tennessee)
Tennessee
$512K -$30.8K -65 -6%
ST
2395
Sageworth Trust
Pennsylvania
$508K +$3.31K +7 +0.7%
KWM
2396
Koa Wealth Management
California
$506K +$14.2K +30 +3%
SM
2397
Sensible Money
Arizona
$506K +$32.7K +69 +7%
C1AG
2398
Client 1st Advisory Group
Florida
$506K -$5.21K -11 -1%
TS
2399
Tamar Securities
California
$504K -$59.6K -126 -11%
LWM
2400
Lodestone Wealth Management
Washington
$501K -$98.4K -208 -17%
94 95
96
97 98