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Invesco NASDAQ 100 ETF
QQQM

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
601
Orion Capital Management
California
$664K +$64.7K +316 +12%
AWM
602
Abound Wealth Management
Tennessee
$657K +$62.2K +304 +12%
PS
603
Planned Solutions
California
$650K +$586K +2,863 New
BRWA
604
B. Riley Wealth Advisors
Florida
$647K +$583K +2,848 New
CAG
605
Centerpoint Advisory Group
Kansas
$638K +$6.76K +33 +1%
CT
606
Clearstead Trust
Maine
$634K +$75.1K +367 +15%
IWN
607
Independent Wealth Network
Iowa
$631K +$569K +2,780 New
SIA
608
Summit Investment Advisors
Maryland
$626K +$19.2K +94 +4%
SHA
609
Seneca House Advisors
Virginia
$623K +$319K +1,557 +131%
LRWM
610
Lord & Richards Wealth Management
Colorado
$622K +$336K +1,640 +149%
PFA
611
Peak Financial Advisors
Colorado
$621K -$1.17M -5,717 -68%
RFA
612
Resurgent Financial Advisors
Georgia
$620K +$55.7K +272 +11%
KDA
613
Kraft Davis & Associates
Missouri
$615K +$20.3K +99 +4%
EWA
614
Emergent Wealth Advisors
New York
$607K -$95.2K -465 -15%
EPP
615
ETF Portfolio Partners
Kansas
$603K +$26K +127 +5%
CIA
616
Cape Investment Advisory
Georgia
$598K -$92.1K -450 -15%
SFA
617
Sequoia Financial Advisors
Ohio
$597K -$5.53K -27 -1%
WTA
618
Washington Trust Advisors
Massachusetts
$595K – – –
SA
619
Seneschal Advisors
Washington
$590K +$162K +790 +44%
KA
620
Kovack Advisors
Florida
$588K -$49.3K -241 -9%
MAMG
621
Milestone Asset Management Group
Connecticut
$585K +$106K +517 +25%
TWP
622
Tempus Wealth Planning
California
$580K +$410 +2 +0.1%
FA
623
Fiduciary Alliance
South Carolina
$578K +$42.4K +207 +9%
CAM
624
Cidel Asset Management
Ontario, Canada
$575K +$142K +694 +38%
MSFS
625
Main Street Financial Solutions
Pennsylvania
$566K +$511K +2,494 New
23 24
25
26 27