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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2426
Whipplewood Advisors
Colorado
$724K +$716K +1,416 New
SIM
2427
Synergy Investment Management
Florida
$723K +$716K +1,415 New
AWA
2428
Archvest Wealth Advisors
California
$723K -$78.4K -155 -10%
ZRP
2429
Zynergy Retirement Planning
New Jersey
$722K – – –
AG
2430
Ascent Group
Virginia
$722K -$58.2K -115 -8%
RFMS
2431
RWQ Financial Management Services
Florida
$721K – – –
ZIC
2432
ZWJ Investment Counsel
Georgia
$718K +$5.56K +11 +0.8%
UBG
2433
United Bank (Georgia)
Georgia
$717K – – –
ANHIM
2434
Alan N. Hoffman Investment Management
Massachusetts
$716K +$30.9K +61 +5%
BFS
2435
BridgePort Financial Solutions
Iowa
$716K +$724K +1,431 New
OHIS
2436
Oak Harvest Investment Services
Texas
$716K -$371K -734 -34%
AA
2437
Addison Advisors
Vermont
$714K +$53.1K +105 +8%
EL
2438
Essex LLC
Illinois
$713K – – –
LGWM
2439
Litman Gregory Wealth Management
California
$713K – – –
OIA
2440
Optimum Investment Advisors
Illinois
$712K +$3.54K +7 +0.5%
GL
2441
Graypoint LLC
New York
$711K -$179K -353 -20%
HPIA
2442
Hamilton Point Investment Advisors
North Carolina
$711K – – –
LSL
2443
Legacy Solutions LLC
Pennsylvania
$711K +$704K +1,391 New
OC
2444
Oarsman Capital
Wisconsin
$711K -$70.3K -139 -9%
EA
2445
Emerald Advisors
Washington
$710K – – –
PAM
2446
Peninsula Asset Management
Florida
$709K – – –
BFO
2447
Biltmore Family Office
North Carolina
$707K -$4.05K -8 -0.6%
MFWP
2448
Mosaic Family Wealth Partners
Missouri
$707K +$11.1K +22 +2%
AIMA
2449
Ables Iannone Moore & Associates
Georgia
$706K +$16.2K +32 +2%
HCA
2450
Heck Capital Advisors
Wisconsin
$706K +$699K +1,381 New
96 97
98
99 100