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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
ANHIM
2426
Alan N. Hoffman Investment Management
Massachusetts
$655K -$2.03K -4 -0.3%
PAM
2427
Peninsula Asset Management
Florida
$655K +$5.08K +10 +0.7%
AA
2428
Addison Advisors
Vermont
$654K
HPIA
2429
Hamilton Point Investment Advisors
North Carolina
$653K
RWS
2430
Resolute Wealth Strategies
Mississippi
$651K -$39.1K -77 -5%
IJWM
2431
Inman Jager Wealth Management
Mississippi
$648K -$35.1K -69 -5%
DW
2432
Durante & Waters
New York
$647K -$142K -280 -17%
GW
2433
Griffith & Werner
Georgia
$647K +$121K +239 +21%
USWIA
2434
UP Strategic Wealth Investment Advisors
Pennsylvania
$646K
PWP
2435
Prasad Wealth Partners
Ohio
$646K +$53.3K +105 +8%
IFA
2436
Index Fund Advisors
California
$646K
PP
2437
PFS Partners
New Jersey
$643K -$28.5K -56 -4%
TCOK
2438
Trust Company of Kansas
Kansas
$641K +$212K +417 +44%
EM
2439
Excalibur Management
Massachusetts
$640K -$3.05K -6 -0.4%
PMWMG
2440
Parr McKnight Wealth Management Group
Minnesota
$640K -$55.9K -110 -7%
TFP
2441
Tilia Fiduciary Partners
North Carolina
$638K +$150K +296 +28%
SEA
2442
Stegent Equity Advisors
Texas
$637K -$141K -277 -17%
LSL
2443
Legacy Solutions LLC
Pennsylvania
$637K -$16.8K -33 -2%
OFS
2444
Oldfather Financial Services
Nebraska
$635K +$293K +577 +74%
TBC
2445
Ted Buchan & Co
California
$634K
TWM
2446
TriaGen Wealth Management
California
$634K +$406K +800 +145%
TI
2447
Truepoint Inc
Ohio
$634K +$466K +917 +210%
LWM
2448
Laidlaw Wealth Management
New York
$634K -$1.27M -2,502 -65%
SJGA
2449
Stephen J. Garry & Associates
New York
$633K +$5.59K +11 +0.8%
MAA
2450
Matrix Asset Advisors
New York
$632K +$37.1K +73 +6%