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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
2401
Divergent Planning
Maryland
$500K – – –
JFA
2402
JNBA Financial Advisors
Minnesota
$500K – – –
HIA
2403
HTG Investment Advisors
Connecticut
$498K -$9.94K -21 -2%
QWP
2404
Quotient Wealth Partners
Texas
$493K -$137K -289 -22%
BC
2405
Brio Consultants
California
$492K +$11.4K +24 +2%
CJ
2406
Caitlin John
Michigan
$491K -$26.5K -56 -6%
VDI
2407
Vaughan David Investments
Illinois
$491K +$3.79K +8 +0.8%
GCA
2408
Gradient Capital Advisors
California
$491K – – –
DCM
2409
Davis Capital Management
Florida
$491K -$14.2K -30 -3%
CFO
2410
Collective Family Office
Pennsylvania
$490K -$9.94K -21 -2%
WCWM
2411
Willow Creek Wealth Management
California
$490K +$36.4K +77 +8%
BIMC
2412
Benson Investment Management Company
Virginia
$490K – – –
CFFP
2413
Center for Financial Planning
Michigan
$489K – – –
TFA
2414
Teamwork Financial Advisors
Texas
$489K -$454K -959 -49%
CYG
2415
Clean Yield Group
Vermont
$488K – – –
SSG
2416
Summit Securities Group
New York
$488K +$473K +1,000 New
HIG
2417
Heritage Investment Group
Florida
$487K +$67.7K +143 +17%
BFIM
2418
Beese Fulmer Investment Management
Ohio
$485K +$29.3K +62 +7%
LFP
2419
Leeward Financial Partners
Washington
$484K +$39.3K +83 +9%
WIM
2420
Waverton Investment Management
United Kingdom
$483K – – –
FI
2421
FWG Investments
Kentucky
$483K +$20.8K +44 +5%
SAA
2422
Southeast Asset Advisors
Georgia
$483K +$10.9K +23 +2%
BAM
2423
BOS Asset Management
Illinois
$483K – – –
WW
2424
Westshore Wealth
California
$481K +$473 +1 +0.1%
LC
2425
LTG Capital
Massachusetts
$481K -$19.4K -41 -4%
95 96
97
98 99