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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
451
Chicago Trust
Illinois
$250K -$15.9K -400 -6%
LA
452
Lynch & Associates
Indiana
$250K – – –
FIM
453
Freedom Investment Management
Connecticut
$247K -$18.1K -456 -6%
HTHT
454
Hemenway Trust Hemenway Trust
New Hampshire
$241K – – –
TFF
455
The Family Firm
Maryland
$239K -$7.86K -198 -3%
FAG
456
Financial Advisory Group
Texas
$236K +$31.1K +784 +14%
PAM
457
Peak Asset Management
Colorado
$234K – – –
CCM
458
Coldstream Capital Management
Washington
$234K +$247K +6,234 New
SAM
459
SignalPoint Asset Management
Missouri
$229K – – –
DADC
460
D.A. Davidson & Co
Montana
$229K +$52.2K +1,314 +27%
YP
461
Yellowstone Partners
Idaho
$227K – – –
CFC
462
Coyle Financial Counsel
Illinois
$224K -$5.16K -130 -2%
SS
463
Simplicity Solutions
Minnesota
$215K +$227K +5,718 New
BC
464
Brinker Capital
Pennsylvania
$213K -$4.96M -125,054 -96%
KTC
465
Kistler-Tiffany Companies
Pennsylvania
$211K +$123K +3,100 +124%
KL
466
KWMG LLC
Kansas
$208K – – –
JIC
467
Joel Isaacson & Co
New York
$208K +$238 +6 +0.1%
PFS
468
Prospera Financial Services
Texas
$206K +$218K +5,492 New
BBPWM
469
Blue Bell Private Wealth Management
Pennsylvania
$205K -$31.7K -798 -13%
RC
470
Roundview Capital
New Jersey
$204K +$215K +5,418 New
SIG
471
Stanford Investment Group
California
$203K +$62.3K +1,570 +41%
FIM
472
Fernwood Investment Management
Massachusetts
$202K – – –
JFGIW
473
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$200K -$188K -4,740 -47%
TWA
474
TCI Wealth Advisors
Arizona
$200K +$7.94K +200 +4%
P
475
PhaseCapital
New York
$195K -$6.16M -155,200 -97%
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