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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
351
Chemical Bank
Michigan
$567K +$211K +5,084 +55%
BPBT
352
Boston Private Bank & Trust
Massachusetts
$566K +$309K +7,436 +108%
PGFC
353
Peapack-Gladstone Financial Corp
New Jersey
$555K +$583K +14,034 New
RT
354
Rockland Trust
Massachusetts
$550K +$578K +13,906 New
MA
355
MUFG Americas
New York
$548K -$313K -7,530 -35%
TFA
356
Toth Financial Advisory
Virginia
$548K +$255K +6,142 +80%
CAS
357
Cue Advisory Services
Arizona
$548K +$575K +13,836 New
NFG
358
Next Financial Group
Texas
$545K +$99.1K +2,384 +21%
FAG
359
Financial Advisory Group
Texas
$543K -$5.56M -133,648 -91%
AMG
360
Asset Management Group
Connecticut
$540K +$188K +4,518 +50%
LWM
361
Lyons Wealth Management
Florida
$539K +$18.2K +438 +3%
BPCE
362
Bank Pictet & Cie (Europe)
Germany
$539K +$566K +13,620 New
PMFA
363
Plante Moran Financial Advisors
Michigan
$534K +$524K +12,598 +1,400%
EAM
364
Evanson Asset Management
California
$532K -$13.8K -332 -2%
OMC
365
Overbrook Management Corp
New York
$520K +$546K +13,140 New
LBC
366
Lowe Brockenbrough & Co
Virginia
$518K – – –
1SB
367
1ST Source Bank
Indiana
$505K +$289K +6,946 +119%
KJHP
368
K.J. Harrison & Partners
Ontario, Canada
$499K +$524K +12,600 New
EWM
369
Endurance Wealth Management
Rhode Island
$497K +$130K +3,134 +33%
BC
370
Bartlett & Co
Ohio
$493K – – –
FA
371
Fagan Associates
New York
$489K -$21.9K -528 -4%
CL
372
CSS LLC
Illinois
$475K – – –
MC
373
Martin & Co
Tennessee
$474K – – –
DC
374
Davenport & Co
Virginia
$473K +$291K +7,006 +142%
EWA
375
EP Wealth Advisors
California
$470K +$494K +11,880 New
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