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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
2401
Montis Financial
Massachusetts
$751K – – –
RWS
2402
Resolute Wealth Strategies
Mississippi
$750K +$93.6K +185 +14%
HCM
2403
Highview Capital Management
Illinois
$749K – – –
SFC
2404
Sprinkle Financial Consultants
Colorado
$748K +$5.06K +10 +0.7%
CI
2405
Ceera Investments
Texas
$747K -$80.9K -160 -10%
CPW
2406
Catalyst Private Wealth
California
$746K -$95.6K -189 -11%
DWA
2407
Delap Wealth Advisory
Oregon
$744K +$736K +1,455 New
FSC
2408
Full Sail Capital
Oklahoma
$742K +$734K +1,452 New
WW
2409
Waterfront Wealth
Kansas
$742K -$69.3K -137 -9%
IJWM
2410
Inman Jager Wealth Management
Mississippi
$742K +$734K +1,451 New
IWP
2411
IAG Wealth Partners
Wisconsin
$741K -$33.9K -67 -4%
SNB
2412
Security National Bank
Nebraska
$738K +$36.4K +72 +5%
CA
2413
Clune & Associates
Illinois
$736K +$728K +1,439 New
WDC
2414
Woodward Diversified Capital
California
$735K -$506 -1 -0.1%
ONST
2415
Old North State Trust
North Carolina
$735K – – –
SFA
2416
Souders Financial Advisors
Ohio
$735K +$18.2K +36 +3%
IFO
2417
Independent Family Office
New York
$734K -$583K -1,153 -45%
HGWM
2418
Horst & Graben Wealth Management
Oregon
$733K +$2.53K +5 +0.3%
CA
2419
Crumly & Associates
Illinois
$733K +$7.59K +15 +1%
CNTOF
2420
Canandaigua National Trust of Florida
New York
$731K +$93.1K +184 +15%
WKSWA
2421
White Knight Strategic Wealth Advisors
New Jersey
$730K +$360K +712 +99%
PP
2422
PFS Partners
New Jersey
$729K -$25.3K -50 -3%
VWM
2423
Valley Wealth Managers
New Jersey
$727K -$59.2K -117 -8%
CWM
2424
C2C Wealth Management
Arizona
$727K – – –
SFC
2425
SYM Financial Corp
Indiana
$726K +$324K +641 +82%
95 96
97
98 99