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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
2376
Liberty Capital Management
Michigan
$700K – – –
CAM
2377
Carret Asset Management
New York
$697K – – –
POIA
2378
Pin Oak Investment Advisors
Texas
$696K +$508 +1 +0.1%
ZIC
2379
ZWJ Investment Counsel
Georgia
$695K +$39.6K +78 +6%
PWM
2380
Palacios Wealth Management
Florida
$695K – – –
CWM
2381
C2C Wealth Management
Arizona
$695K +$30.5K +60 +4%
OIA
2382
Optimum Investment Advisors
Illinois
$695K +$45.7K +90 +6%
RYIA
2383
Roehl & Yi Investment Advisors
Oregon
$694K -$4.57K -9 -0.6%
EFN
2384
Equita Financial Network
Pennsylvania
$694K – – –
CFA
2385
Capstone Financial Advisors
Illinois
$692K -$90.4K -178 -11%
KPWG
2386
KFA Private Wealth Group
Virginia
$691K +$48.8K +96 +7%
FFC
2387
Frederick Financial Consultants
Maryland
$690K +$156K +308 +26%
CTA
2388
Chesley Taft & Associates
Illinois
$690K -$33.5K -66 -4%
BLC
2389
Brown, Lisle/Cummings
Rhode Island
$689K – – –
MF
2390
Montis Financial
Massachusetts
$688K – – –
WA
2391
Whipplewood Advisors
Colorado
$688K -$442K -869 -61%
HCM
2392
Highview Capital Management
Illinois
$687K – – –
CI
2393
Ceera Investments
Texas
$685K – – –
BCP
2394
Blackhawk Capital Partners
Wisconsin
$685K +$265K +521 +55%
AUB
2395
Atlantic Union Bankshares
Virginia
$685K +$79.3K +156 +12%
VC
2396
Veracity Capital
Georgia
$684K +$58.9K +116 +9%
CFSG
2397
Community Financial Services Group
Vermont
$682K -$407K -802 -36%
PPWM
2398
Paragon Private Wealth Management
Kentucky
$681K -$83.8K -165 -10%
SI
2399
SimpliFi Inc
California
$681K +$159K +313 +27%
DWA
2400
Delap Wealth Advisory
Oregon
$680K -$2.54K -5 -0.3%
94 95
96
97 98