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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
2401
Perissos Private Wealth Management
Oklahoma
$1.11M -$211K -347 -15%
CCWM
2402
Correct Capital Wealth Management
Missouri
$1.11M -$18.2K -30 -2%
AWA
2403
Archvest Wealth Advisors
California
$1.11M +$35.2K +58 +3%
SRC
2404
Shufro Rose & Co
New York
$1.1M -$1.82K -3 -0.2%
TI
2405
Truepoint Inc
Ohio
$1.1M -$78.4K -129 -6%
GWM
2406
Gibbs Wealth Management
Georgia
$1.1M +$561K +923 +93%
QWP
2407
Quotient Wealth Partners
Texas
$1.1M +$56.5K +93 +5%
RAS
2408
RPS Advisory Solutions
Kentucky
$1.1M -$1.68M -2,768 -59%
RWM
2409
Revisor Wealth Management
Ohio
$1.1M -$167K -275 -13%
IFA
2410
Index Fund Advisors
California
$1.1M +$80.8K +133 +8%
IP
2411
Intellectus Partners
California
$1.1M +$108K +177 +10%
CCM
2412
Condor Capital Management
New Jersey
$1.1M
LFP
2413
Leeward Financial Partners
Washington
$1.09M -$1.22K -2 -0.1%
EWM
2414
Evolution Wealth Management
Florida
$1.09M +$45.6K +75 +4%
ODA
2415
One Degree Advisors
California
$1.09M +$147K +242 +15%
KLI
2416
Kelman-Lazarov Inc
Tennessee
$1.08M +$481K +791 +73%
MG
2417
McHugh Group
Ohio
$1.08M -$60.1K -99 -5%
PFO
2418
PMG Family Office
Texas
$1.08M +$31K +51 +3%
WIA
2419
Wealthedge Investment Advisors
New York
$1.08M -$55.9K -92 -5%
FFG
2420
Fortune Financial Group
Florida
$1.08M -$5.11M -8,408 -82%
MCM
2421
Maple Capital Management
Vermont
$1.08M -$159K -262 -12%
SJGA
2422
Stephen J. Garry & Associates
New York
$1.08M -$1.82K -3 -0.2%
TWM
2423
Tanager Wealth Management
United Kingdom
$1.08M -$228K -375 -17%
LK
2424
Lumbard & Kellner
New Hampshire
$1.08M
HT
2425
Heritage Trust
Oklahoma
$1.08M