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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
376
Patten & Patten
Tennessee
$887K -$58.9K -1,760 -5%
ARG
377
Advisory Resource Group
Oklahoma
$876K +$1.02M +30,550 New
UBG
378
United Bank (Georgia)
Georgia
$874K -$404K -12,088 -28%
EWM
379
Evercore Wealth Management
New York
$868K +$822K +24,568 +432%
HA
380
Hamel Associates
New Jersey
$865K -$1.54M -46,170 -60%
ISB
381
Iowa State Bank
Iowa
$860K +$592K +17,694 +144%
RC
382
Roundview Capital
New Jersey
$857K +$611K +18,262 +157%
IIA
383
IPG Investment Advisors
California
$849K -$533K -15,926 -35%
UR
384
USCA RIA
Texas
$848K +$452K +13,504 +84%
AWM
385
AE Wealth Management
Kansas
$846K -$710K -21,234 -42%
MHI
386
Miller Howard Investments
New York
$844K +$984K +29,418 New
AFS
387
Access Financial Services
Minnesota
$832K -$159K -4,762 -14%
CHA
388
Cedar Hill Associates
Illinois
$828K +$967K +28,890 New
PG
389
Proffitt & Goodson
Tennessee
$821K +$516K +15,414 +116%
WB
390
WesBanco Bank
West Virginia
$820K +$23K +688 +2%
TWM
391
Torch Wealth Management
Ohio
$819K -$73.6K -2,200 -7%
PWM
392
Perigon Wealth Management
California
$816K +$867K +25,926 New
AW
393
ACG Wealth
Georgia
$797K -$3.95K -118 -0.4%
MCM
394
Manchester Capital Management
Vermont
$791K – – –
FNBOH
395
First National Bank of Hutchinson
Kansas
$770K -$13.4K -400 -1%
LFASL
396
Lugano Financial Advisors SA (LFA)
Switzerland
$757K – – –
BWM
397
BigSur Wealth Management
Florida
$757K +$493K +14,740 +126%
TPSF
398
Texas Permanent School Fund
Texas
$752K +$97.4K +2,910 +12%
SC
399
Skylands Capital
Wisconsin
$748K +$873K +26,100 New
WTC
400
WhitTier Trust Company
Nevada
$743K +$62K +1,854 +8%
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16
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