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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
551
Princeton Global Asset Management
New Jersey
$375K +$29.1K +980 +9%
AWM
552
Atticus Wealth Management
Florida
$375K +$371K +12,508 New
GG
553
Gofen & Glossberg
Illinois
$373K – – –
BCM
554
Brookstone Capital Management
Illinois
$372K +$367K +12,390 New
LBC
555
Lowe Brockenbrough & Co
Virginia
$372K +$367K +12,390 New
IHL
556
Investment House LLC
California
$371K +$366K +12,330 New
1SB
557
1ST Source Bank
Indiana
$370K -$138K -4,660 -27%
MMG
558
Monetary Management Group
Missouri
$369K +$32.6K +1,100 +10%
LWM
559
Lyell Wealth Management
California
$367K -$242K -8,150 -41%
BAM
560
Berkshire Asset Management
Pennsylvania
$363K -$1.25K -42 -0.3%
HW
561
Hancock Whitney
Mississippi
$363K +$359K +12,102 New
LWM
562
Loveless Wealth Management
Montana
$361K +$354K +11,940 New
DLCIG
563
D.L. Carlson Investment Group
New Hampshire
$355K -$17.2K -580 -5%
CP
564
Camelot Portfolios
Ohio
$354K -$60.1K -2,028 -15%
MWP
565
MYCIO Wealth Partners
Pennsylvania
$354K -$2.31K -78 -0.7%
AR
566
Advisory Research
Illinois
$353K – – –
MSAGDF
567
Moneda SA Administradora General de Fondos
Chile
$353K +$349K +11,760 New
ACA
568
Atlas Capital Advisors
Wyoming
$352K +$21.4K +720 +7%
LNB
569
Ledyard National Bank
$350K -$59.3K -1,998 -15%
RJT
570
Raymond James Trust
Florida
$350K -$34.2K -1,154 -9%
BO
571
BRR OpCo
Ohio
$349K +$95.8K +3,230 +38%
PMG
572
ProVise Management Group
Florida
$347K -$73K -2,460 -18%
JWM
573
Jupiter Wealth Management
Colorado
$346K +$343K +11,580 New
RIA
574
Realta Investment Advisors
Delaware
$345K -$20.4K -688 -6%
HB
575
Homrich & Berg
Georgia
$344K -$78.8K -2,658 -19%
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