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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
376
Lyell Wealth Management
California
$1.05M +$112K +3,250 +13%
EWA
377
Exencial Wealth Advisors
Oklahoma
$1.05M +$765K +22,214 +325%
I
378
IberiaBank
Louisiana
$1.03M -$247K -7,166 -20%
EDRH
379
Edmond de Rothschild Holding
Switzerland
$1.03M -$1.01M -29,380 -51%
LCM
380
Lee Capital Management
New York
$1.03M +$980K +28,480 New
SI
381
Scharf Investments
California
$1.03M +$980K +28,482 New
MOS
382
MGO One Seven
Ohio
$1.02M +$971K +28,212 New
TEE
383
Tibra Equities Europe
United Kingdom
$1.01M +$966K +28,072 New
PMG
384
ProVise Management Group
Florida
$1M -$92.3K -2,680 -9%
GIM
385
Goelzer Investment Management
Indiana
$995K -$43.9K -1,274 -4%
UR
386
USCA RIA
Texas
$986K +$214K +6,204 +29%
NB
387
NBT Bank
New York
$979K +$18.8K +546 +2%
PA
388
Probity Advisors
Texas
$976K -$221K -6,418 -19%
EVM
389
Eaton Vance Management
Massachusetts
$972K -$378K -10,970 -29%
CIC
390
Carnegie Investment Counsel
Ohio
$968K +$162K +4,702 +20%
ACS
391
Archford Capital Strategies
Illinois
$966K -$1.32M -38,362 -59%
TTWM
392
TCV Trust & Wealth Management
Virginia
$965K -$26K -756 -3%
SFM
393
Stack Financial Management
Montana
$964K +$919K +26,692 New
JWS
394
Juncture Wealth Strategies
Arizona
$961K -$165K -4,780 -15%
AG
395
Appleton Group
Wisconsin
$958K +$913K +26,510 New
SB
396
Simmons Bank
Arkansas
$957K +$12.3K +356 +1%
JWBC
397
J.W. Burns & Co
New York
$953K -$120K -3,480 -12%
CI
398
Cavalier Investments
Georgia
$952K +$645K +18,750 +246%
SAM
399
Solaris Asset Management
New York
$951K – – –
IWM
400
IHT Wealth Management
Illinois
$951K +$155K +4,502 +22%
14 15
16
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