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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2401
Primoris Wealth Advisors
Florida
$451K +$112K +250 +36%
GJIA
2402
Glass Jacobson Investment Advisors
Maryland
$450K +$104K +231 +33%
CANC
2403
Culbertson A N & Co
Virginia
$449K – – –
BFPW
2404
BOK Financial Private Wealth
Colorado
$449K – – –
BFIM
2405
Beese Fulmer Investment Management
Ohio
$446K – – –
BC
2406
Bricktown Capital
Michigan
$445K – – –
WCWM
2407
Willow Creek Wealth Management
California
$444K -$11.2K -25 -3%
AIA
2408
Alternative Investment Advisors
Florida
$443K -$8.1K -18 -2%
NCM
2409
New Capital Management
Texas
$442K +$22.9K +51 +6%
PFG
2410
Pinnacle Financial Group
Illinois
$440K +$413K +918 New
MWA
2411
Monograph Wealth Advisors
California
$440K – – –
CASB
2412
Cape Ann Savings Bank
Massachusetts
$440K – – –
TW
2413
Towerpoint Wealth
California
$439K +$30.6K +68 +8%
RWMG
2414
Redwood Wealth Management Group
New Jersey
$438K -$4.95K -11 -1%
HHRDM
2415
H&H Retirement Design & Management
Nevada
$438K +$161K +359 +65%
GWM
2416
Gibbs Wealth Management
Georgia
$437K +$24.3K +54 +6%
SIM
2417
Stratos Investment Management
Ohio
$437K +$113K +251 +38%
IWA
2418
Icon Wealth Advisors
Texas
$436K +$416K +926 New
VL
2419
Vima LLC
Michigan
$436K +$67.9K +151 +20%
AHC
2420
Adell Harriman & Carpenter
Texas
$435K +$25.6K +57 +7%
LFP
2421
Leeward Financial Partners
Washington
$435K +$55.3K +123 +16%
VAS
2422
Valicenti Advisory Services
New York
$435K – – –
GWM
2423
Gitterman Wealth Management
New Jersey
$435K +$70.6K +157 +21%
SP
2424
Stablepoint Partners
Massachusetts
$434K -$25.2K -56 -6%
AGP
2425
Autumn Glory Partners
Texas
$433K +$10.8K +24 +3%
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97
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